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Getting Started with Your Account

Setting up your Prelix Forms account is quick and easy. Follow these steps to get the most out of your experience.

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Creating Your Account

1

Sign Up

Visit the Prelix Forms sign-up page and provide:
  • Your email address
  • A secure password
  • Basic profile information
2

Email Verification

Check your email for a verification link and click it to activate your account.
3

Complete Onboarding

Fill out the onboarding form to personalize your experience with information about:
  • Your company and industry
  • Your role and department
  • Primary use cases for Prelix Forms
  • Language preferences

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Account Settings

Once your account is set up, you can customize various settings to match your preferences.
Update your personal information:
  • Name and contact details
  • Profile picture
  • Job title and department
  • Company information
Customize how your reports look:
  • Brand Name: Set your organization’s name
  • Brand Colors: Choose colors that match your brand
  • Logo Upload: Add your company logo to reports
  • Theme: Select light or dark mode
Set your preferred language and regional settings:
  • Interface language
  • Report generation language
  • Date and time formats
  • Number formats
Control how and when you receive notifications:
  • Email notifications for completed reports
  • In-app notifications
  • Team collaboration alerts
  • Product updates and announcements

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Team Setup (Optional)

If you’re working with a team, you can set up collaboration features.
For Team Administrators:
  1. Navigate to Settings > Team Management
  2. Click Create Team
  3. Enter team name and description
  4. Invite team members by email
  5. Set permissions and roles

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Security Settings

Protect your account and data with these security features.

Password Security

  • Use a strong, unique password
  • Enable two-factor authentication (2FA)
  • Regularly update your password

Session Management

  • Review active sessions
  • Log out of unused devices
  • Set session timeout preferences

Data Privacy

  • Control data sharing preferences
  • Review privacy settings
  • Manage data retention policies

Access Logs

  • Monitor account access
  • Review login history
  • Set up security alerts

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Integration Setup

Connect Prelix Forms with your existing tools and workflows.
Connect your cloud storage for seamless file management:
  • Google Drive integration
  • Dropbox synchronization
  • OneDrive connectivity
Set up email integration for report delivery:
  • SMTP configuration
  • Email templates
  • Automated report sending
For advanced users, set up API access:
  • Generate API keys
  • Configure webhooks
  • Set up automated workflows

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Next Steps

Start Creating Forms

Now that your account is set up, explore our form templates and create your first report.
Need assistance? Our AI chatbot is available 24/7 to help with account setup questions, or you can contact our support team at [email protected].