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Go to My Forms in the navigation bar and click New Form. Give your form a name and it will be created with a default Items tab. You can then add items, create additional tabs, and configure settings from the form editor.

Go to Admin → Users and click Invite User. Enter their email address, optionally assign them to a group and choose whether to grant admin access. They'll receive an invitation email with a link to register.

Groups let you control what members of your workspace can see and do. Each group has a set of permissions (e.g. place orders, view all orders, manage forms). Users are assigned to a group when they join. You can manage groups and their permissions under Admin → Groups.

Go to Admin → Linked Orgs and enter the email address of the organisation's owner to send a link invitation. Once accepted, members of that organisation will be able to join and place orders on your forms. You can also assign a discount group to apply special pricing for linked users.

Go to Orders → My History and find the order you want to repeat. Click Reorder — if the form has a reorder tab configured, a popup will let you review and adjust quantities before placing the new order. Otherwise it will reorder with the same quantities immediately.

Go to Admin → Settings and enable Require Order Approval. When active, new orders will be placed in a pending state until an admin approves or rejects them from Admin → Orders. The customer receives an email notification when their order is processed.

In My Forms, forms with a guest token enabled show a Guest indicator. Share the guest link (found in the form editor under Settings) with anyone — they can place orders without creating an account. Guest orders appear in your admin order list alongside regular orders.

In the form editor, open the tab you want to import into and click Import CSV. Your CSV should include columns for item name, part number, and price. A preview will be shown before you confirm the import. Existing items will be preserved unless you choose to replace them.

If you're logged in, go to My Account → Password to change your password. If you've been locked out, click Forgot password? on the login page and we'll send a reset link to your email address.

Go to Admin → Orders and use the filter to narrow down orders by form, date range, or status. Click Export CSV to download the filtered results.