Personal
My Profile
The My Profile section is your personal workspace profile and has the following three tabs:
Details - View and update your Name and Email, as well as setup a custom profile picture.
Permissions - View the system permissions you currently have assigned.
Teams - View the Teams you are currently a member of.
General
Organisation
The Organisation section is split into two tabs:
General - Displays your current organisation details and allows you to update these details as required.
Owner - Shows the details of the organisation owner.
This section also allows you to delete your organisation, should
Billing
The Billing section allows you to manage billing options for the organization. Only users with the "Can Manage Billing" permission can access this area and configure billing options. Read more about billing here.
Permissions
Teams
The Teams section allows you to manage teams within the organization. Users can be added to teams, and teams can be created here. Only users with the "Can Manage Teams" permission can add, remove, and customize teams and which teams users are a part of. Read more about teams here.
Roles
The Roles section facilitates the management of user roles within the organization. Define, edit, and assign roles to users to establish clear access permissions. Only users with the "Can Manage Roles" permission can add, remove, and customize roles and which roles users have. Read more about roles here.
Users
The Users section facilitates the management of users within the organization. Add, edit, or remove users as needed to maintain an accurate and up-to-date user directory. Only users with the "Can Manage Users" permission can add, remove, and customize users. Read more about user management here.
Customisation
Themes
The Themes section enables you to customize and manage the visual themes for templates. Tailor the appearance to match your brand identity and visually differentiate templates. Only users with the "Can Manage Templates" permission can add, remove, and customize themes. Read more about theme management here.
Categories
The Categories section enables the management of template categories. Organize templates into logical categories for easy navigation and efficient access, ensuring users can quickly find the templates they need. You can also see some basic stats about the categories you have, including unpublished templates, published templates, archived templates, and forms sent using templates in each category. Only users with the "Can Manage Templates" permission can add, remove, and customize these categories. Read more about template categories here.
Analytics
The Analytics section lets you enable/disable Analytics as well as define the related analytics settings used within your system. More can be read about Analytics here.