Setup guide

You've successfully installed Forest Admin 🎉 and you're wondering what's next? Here are a few recommendations:
Get to know your Forest UI
Forest includes a quick tour to take you through the basic views and settings: click on the blue circles whenever you need more information!
We strongly recommend that you try our Layout Editor mode.
Manage your collection settings
Check out how to access your collections' settings panel:
Manage your collection settings
Create a segment
Learn how segments can help you better visualize your data:
Segments
Choose the right widgets
For each field, you can set how it is displayed and how it is edited:
Customize your fields
Trigger a Smart action
Every business is unique: that's why we created Smart actions: 
Actions
Add a new chart
Charts help you analyze your data. Learn all about charts here:
Charts
Invite your teammates
Inviting new people to join is easy and Forest is much more useful as a team! 
To invite new users, you need to be on a paying plan. Go to your Billing tab and upgrade.
You may then invite new users.
To learn more about Teams, visit this page.

Forest Admin

Next - Getting Started

Master your UI

Last modified 3mo ago

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Contents

Get to know your Forest UI

Manage your collection settings

Create a segment

Choose the right widgets

Trigger a Smart action

Add a new chart

Invite your teammates