User Guide
Other documentationsDemoCommunity
  • Forest Admin
  • Getting Started
    • Setup guide
    • Master your UI
      • The Table View
      • Using the Layout Editor mode
        • Customize the Table View
        • Customize the Details View
        • Customize your creation and edition forms
      • Build a Summary View
      • Build an Explorer View
      • Using Smart Views
    • Tutorials
  • Collections
    • Manage your collection settings
    • Customize your fields
      • Edit widgets
      • Display widgets
      • Options
      • Default actions on relationships
    • Actions
      • Edit a record
      • Create a record
      • Using Smart Actions
    • Segments
    • Scopes
    • Performance
  • Workspaces
    • Introduction to Workspaces
    • Using Workspaces
      • Sharing your own Workspace URL with pre-selected data
      • Editing records with field components
    • Building a workspace
      • Workspace Incident Management example
      • Workspace KYC example
      • Transactions Monitoring & Fraud Management example
      • Fleet Management example
  • dashboards
    • Charts
      • Create a chart
      • Display record-specific charts in Analytics
  • Other tabs
    • Collaboration
      • Communicate with Notes
      • Approval requests
      • Inboxes
    • Activity
  • Integrations
    • Metabase
  • Project settings
    • General tab
    • Environments tab
    • Teams, Users & Permissions
      • Create and manage a team
      • Add and manage users
      • Manage roles and permission levels
      • Export users history
    • Security tab
      • SCIM integration with OneLogin
      • SCIM integration with Okta
      • Manual SCIM integration with Okta
    • Other project settings
      • Interface tab
      • Billing tab
    • Organizations
      • Organization settings
        • Configure SSO with AWS IAM
        • Configure SSO with Azure AD
        • Configure SSO with Google
        • Configure SSO with Okta
        • Configure SSO with OneLogin
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On this page
  • Get to know your new interface
  • Manage your collection settings
  • Create a segment
  • Choose the right widgets
  • Trigger a Smart Action
  • Add a new chart
  • Invite your teammates

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  1. Getting Started

Setup guide

PreviousForest AdminNextMaster your UI

Last updated 1 year ago

Was this helpful?

You've successfully installed Forest Admin 🎉 and you're wondering what's next? Here are a few recommendations:

Get to know your new interface

Forest Admin includes a quick tour to take you through the basic views and settings: when you reach your project for the first time, you can click on the blue circles whenever you need more information!

Manage your collection settings

Check out how to access your collections' settings panel:

Create a segment

Learn how segments can help you better visualize your data:

Choose the right widgets

For each field, you can set how it is displayed and how it is edited:

Trigger a Smart Action

Every business is unique: that's why we created Smart Actions:

Add a new chart

Charts help you analyze your data. Learn all about charts here:

Invite your teammates

Forest Admin is much more powerful as a team! And inviting new people to join is easy.

We strongly recommend that you try our .

You just have to go into your project settings and enter the Users tab, then .

To learn more about Teams, visit .

Layout Editor mode
Manage your collection settings
Segments
Customize your fields
Actions
Charts
invite new users
this page