Account Management

Visit Account Management in the app

Account Management enables you to manage accounts, modules, collections, and system configurations. Customization options are available for visibility, organization, and automation settings, ensuring flexibility and ease of use.

Accounts and modules

You can use accounts and modules to structure data and user access more efficiently. Accounts and modules can be added, modified, and organized in a hierarchical format.

Changes to accounts and modules apply to all users with module access and persist across sessions.

See Manage accounts and modules.

Collections and fields

Collections and fields define how data is stored and accessed within a module. You can customize the collections and fields in your organization to improve data management and visibility. You can also show or hide collections or fields to control visibility while keeping data stored safely.

See Manage collections and Manage fields.

Automations and forms

Automations and forms streamline workflows and data entry processes. Enabling or disabling specific actions helps you manage operations efficiently while retaining previously configured settings.

See Manage automations and Manage forms.

Account Management customization

You can customize the display of accounts, modules, forms, collections, and fields to ensure an organized and intuitive system configuration.