Serviceform academy logo
Log in
Search
Joukkue
Last updated on
November 5, 2024

Luo tiimi

Simple steps to create a team in your Serviceform account.

The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).

Native integrations

Getting started with Dynamic form

Create a dynamic form within a few minutes and embed it on your own and/ or business website. Dynamic forms can be customized to serve various purposes. Here are a few ways in which Dynamic forms can be customized:

Add team members

1. Hover over your profile name on the top right corner and click on "Team"

2. Click on "Create new team"

3. Type your Team name and select a team member you wish to add to the team.

4. Click on Create Team button.

Please refer to the visual guide below If you wish to read the instructions in detail

  1. Hover over your profile name on the top right corner and you will find a dropdown menu with (Profile, Team, and Logout). Click on Team
Document image

2. You will be redirected to the Teams page. Click on "Create new team" button

Document image

3. Type your Team name and select a team member you wish to add to the team. Since you’re getting started you won't be able to add any other team member except you.If you already have members in your list you can add them to your preferred team.

Note: You can create a team without adding members to it.

Document image

4.Click on Create Team button to create a new team.

Document image

Great work! You’ve created your first team. On the next page, you can learn how to invite a team member to your team.