Accounts, sign-in, and your workspace

Keep the right people and work together in the right account.

Open this guide in the help center →

When to use this. You work with multiple businesses or teams and need to keep their work separate.

What you’ll need. Your sign-in details and membership in the intended account.

  1. Sign in

    Formbot answers on two addresses: platform.formbot.com and application.formbot.com. You can sign in at either one and you will be taken to the right place for your account, so use whichever you were given or have bookmarked. Sign in with password, Google, or Microsoft, depending on what your account administrator permits.

  2. Choose the account

    If you belong to more than one account, select the intended workspace. Check this before creating a resource, connecting a service, or changing branding.

  3. Protect your login

    Enable two-factor authentication in your personal account settings and keep recovery codes somewhere you can retrieve them.

  4. Organize your work

    Use the folders and categories available in each app. Keep customer-specific work in the appropriate account.

How to know it worked

New work belongs to the intended account and your login is protected.

Features covered

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