The dashboard is the web side of the platform: where forms are built, records are reviewed, and the workspace is administered. Everything you see is scoped to the organization you are working in — switching organizations switches the data. What each user can see and do depends on their roles; see role-based access.
Forms
The form builder. Create drafts, arrange fields, set validation, and publish versioned snapshots. Each form's page also lists its published versions and the records submitted against each one. Covered in depth in forms.
Records
Every submission in the current organization. The records view shows one row per form with a per-version breakdown; the per-form view spans all versions by default and adds text search, a version filter, and a column picker. Opening a record shows its values plus submitter, time, device, and location metadata. Covered in records.
Data sources
The reference tables that lookup fields read — price lists, site lists, registries. Define columns, manage rows, and choose whether a source syncs to mobile devices. Covered in data sources.
Reports
Report templates: design HTML templates in the built-in editor with live preview, add the destinations each finished document goes to — email, a webhook endpoint, or a folder in Box or Google Drive, with the file store authorized and its folder picked here — and review delivery history with retry status. Covered in reports.
Webhooks
Event subscriptions. Create a subscription, pick its events, point it at your endpoint, a report template, or a connector destination (SQL database or Salesforce), send a test event, and watch delivery counts. Covered in webhooks.
API keys
Mint, scope, and revoke credentials for the REST API. Keys are rate-limited and revocable, and key management is itself role-gated. Covered in API keys.
Users
Invite people, assign roles, and remove access. A user belongs to one or more organizations, and what they can do in each is set per organization. Covered in user management.
Organizations
The tenants inside your workspace — usually your customers or business units. Create organizations, edit their details, and deactivate ones that are no longer active. Covered in organizations and multi-tenancy.
Settings and instance settings
Two levels. Settings holds your own profile — name, email, and password. Instance settings holds workspace-wide configuration — the product name your users see, branding, and the support contact shown in the mobile app. Covered in instance settings.
Where to go next
If you have not yet built a form and submitted a record, the quickstart walks the whole loop in one sitting.