Getting started
This section guides new users through the first steps in Phormic: from receiving an invitation to logging in and using the system.
Topics
| # | Topic | Description |
|---|---|---|
| 1 | Receiving an invitation to the system | How invitation emails work, what to do when you receive one, and what to do if the link expires. |
| 2 | Creating a password | Opening the setup link, password requirements, and completing account activation. |
| 3 | First login | Where and how to log in, what to do if login fails, and how to recover your password. |
| 4 | First steps in the system | What loads after login, the dashboard, main areas, and what to do next. |
Quick path
- Receive the invitation email and open the “Set up your account” link.
- Create your password on the setup page to activate your account.
- Log in with your email and password.
- Explore the dashboard, projects, and your profile.
For more detail, follow the links above.