Meet your workspace
Discover the ins and outs of your Formaloo workspace. navigation, features, and customization options.
27 articles
What is a workspaceFormaloo workspace is where you can conduct surveys, collect data, analyze data, create custom CRM or dashboard and more.
Workspace control panelWorkspace control panel where to search formaloos, import new data from Excel or Google Sheets, upgrade plan and more profile settings.
Workspace planWorkspace plan is the Formaloo subscription that you are using.
Workspace settingsWorkspace settings is where you can view your plan, change your subdomain, and add your logo.You can also delete your workspace here.
How to search in your workspaceLearn how to quickly search for forms or apps in the Formaloo dashboard with this simple step-by-step guide. Find what you need in seconds.
How to create a new workspaceManage workspaces easily from the dashboard sidebar. Create separate workspaces for each team, with its own members, settings, and plan.
How to delete a workspaceManage your workspaces with ease and remove unnecessary ones quickly.
How to create or delete a folder in your workspaceLearn how to create and delete a folder in a workspace.
How to switch your workspaceHow to switch between workspaces to manage forms and team access.
Workspace guestsYou can share your Formaloos and folders with unlimited guest users who have view access only and cannot edit the Formaloos or their data.
How to add team members to the workspaceYou can add your team members and share access to your forms and folders.
How to share a formaloo in your workspaceWhen you share a form within your workspace, those you share it with will have access to it according to the permissions you set.
How to share a folder in your workspaceWhen you share a folder with certain people, they'll all have the same level of access to the Formaloos inside.
Profile settingsEdit workspace details, custom domain, add/invite team members, view billing & API keys - all under your profile picture.
How to add or edit folders in your dashboardOrganize your workspace. Add & Edit folders, change colors, and rename them.
FAQs
Find answers to frequently asked questions about managing Formaloo workspaces.
Transfer a formaloo to another workspaceUse the link to send a request to transfer a formaloo to another workspace.
How many workspaces can I create?
I created a new workspace and its plan is Free. How can I upgrade its plan?
I forgot my password and can’t reset it, What to doIn case you forgot your password, send our team an email.
What to do if I don't receive a codeDidn't receive a verification code? send us an email.
Data accessible by your workspace ownerWorkspace policy and terms of service, Data access in different plans.
I've added a team member to my workspace, but the team member does not have access to the workspace. What should I do?Team member has no access to the workspace.
How to rename an app?Rename an app in editor mode
How many team members I can have in my workspaceFind available workspace seats on the workspace members page.
Do workspace team members have access to my formaloos and folders?Team members on your workspace don't have access to any formaloo/folder on your workspace unless the access is given.
I can not give access to my team membersHow to solve no access for guest user?
How many Google accounts can I connect to my workspaceEach account can connect to only one Google account.