First steps in the system
After your first successful login, Phormic loads your workspace: your organization, projects, and permissions. This section gives you a short overview of what you see and what you can do next.
What loads when you log in
When you sign in, the application:
- Authenticates you and keeps you logged in with a secure token.
- Loads your profile, including your name, email, position, and avatar (if set).
- Loads your permissions so menus and actions match your role.
- Loads your organizations — you must belong to at least one active organization to use the system.
- Loads your projects — the list of projects you are a member of or own.
- Loads your groups — any user groups you belong to (used for permissions and collaboration).
Your current organization is usually set automatically (for example, the first active organization you belong to). You can often switch the active organization from the interface if you have access to more than one.
Dashboard
After login you are typically taken to a dashboard. The dashboard can include:
- Widgets — small blocks of information (e.g. recent activity, tasks, or key metrics) that you or your administrator have added.
- Quick links or navigation to projects, tables, or other main areas.
The exact widgets and layout depend on your role and how your organization has configured the dashboard.
Main areas you may see
Depending on your permissions, you may have access to:
| Area | Purpose |
|---|---|
| Projects | List and open projects you are a member of or own. |
| Tables | View and work with tables (data) inside a project. |
| Organization | Organization settings and users (usually for administrators). |
| User profile / Account | Your profile, avatar, password change, and possibly notification settings. |
| Notifications | In-app or email notifications (e.g. mentions, updates). |
Menus and labels may vary slightly depending on your Phormic version and configuration.
What you should do first
-
Confirm your profile
Open your profile or account settings and check that your name, email, and (if applicable) position are correct. You can often change your password there as well. -
Explore the dashboard
See which widgets are available and what they show. This helps you get used to the layout. -
Open a project
If you have access to projects, open one and look at the tables or sections available. This is where most day-to-day work happens. -
Check notifications
See how notifications work (e.g. where they appear and how to open related items). This helps you stay updated on assignments and mentions.
Getting help
- Support: For technical or access issues, contact support@phormic.com.
- Administrator: For access to new projects, organizations, or permission changes, contact your Phormic administrator.
Summary
| Step | Action |
|---|---|
| 1 | Receive the invitation email and open the “Set up your account” link. |
| 2 | Create your password on the setup page and activate your account. |
| 3 | Log in with your email and password. |
| 4 | Use the dashboard and menus to open projects, tables, and your profile as needed. |
Once you are comfortable with these basics, you can use the rest of the documentation to learn about projects, tables, permissions, and other features in more detail.