FormWork FormWork

Accounts & Projects

Learn how to organize your forms with accounts and projects.

FormWork uses a hierarchical structure to organize your forms and data. Understanding accounts and projects helps you manage access and keep your workspace organized.

Accounts

An Account represents your organization in FormWork. Everything you create belongs to an account.

Account Features

  • Centralized Billing - All usage is billed at the account level
  • Team Management - Invite users and manage permissions
  • API Access - Generate API keys for programmatic access
  • Settings - Configure account-wide preferences

Creating an Account

When you first sign up for FormWork, you’ll create your initial account:

  1. Sign up at app.formwork.io
  2. Enter your account name (usually your organization name)
  3. Complete the onboarding process

Switching Accounts

If you belong to multiple accounts:

  1. Click your profile in the navigation
  2. Select Switch Account
  3. Choose the account you want to access

Projects

Projects help you organize related forms within an account.

Why Use Projects?

  • Organization - Group forms by purpose, department, or client
  • Access Control - Grant permissions at the project level
  • Navigation - Quickly find related forms
  • Separation - Keep different initiatives separate

Creating a Project

  1. Go to your account dashboard
  2. Click New Project
  3. Enter a project name
  4. Optionally add a description
  5. Click Create

Project Structure

Each project contains:

  • Forms - Your form definitions and versions
  • Data Tables - Structured data for the project
  • Settings - Project-specific configuration

Managing Projects

Editing a Project

  1. Navigate to the project
  2. Click Settings in the project header
  3. Update the name or description
  4. Save your changes

Deleting a Project

Warning: Deleting a project removes all forms, entries, and data tables within it. This action cannot be undone.

  1. Go to project settings
  2. Scroll to the danger zone
  3. Click Delete Project
  4. Confirm by typing the project name

Best Practices

Organizing by Purpose

Create projects based on use case:

  • “Customer Feedback” - All feedback and survey forms
  • “HR Onboarding” - Employee-related forms
  • “Sales Pipeline” - Lead capture and qualification forms

Naming Conventions

Use clear, consistent naming:

  • Use descriptive names that indicate purpose
  • Consider adding prefixes for easy sorting
  • Avoid abbreviations that others might not understand

Access Planning

Before creating projects, consider:

  • Who needs access to which forms?
  • Should different teams have separate projects?
  • How will you handle shared forms?

Account Settings

Access account settings to configure:

General Settings

  • Account Name - Your organization’s display name
  • Timezone - Default timezone for dates and times

Team Management

See Users & Permissions for details on managing team access.

API Keys

See API Keys for details on programmatic access.