Skip to main content

Dashboard — Modes & How to Switch

This page explains the dashboard behavior, the initial mode users see after login, and step-by-step instructions to change modes from the top bar. It also explains what you can do in each mode and some key dashboard features.

Default mode after login​

  • When a user first logs in, the dashboard opens in User Mode by default.
  • In User Mode users are expected to submit data, view the records they have access to, and track submission status.

For detailed information about User Mode, click here

  • To create projects, manage workspace-level settings, or invite users, you must switch to Design Mode. Only users with the appropriate admin permissions can perform those actions.

For detailed information about Design Mode, click here

How to switch modes (step-by-step)​

Follow these steps to change between User Mode and Design Mode. The mode control is available in the top bar of the dashboard.

  1. Look to the top bar on the dashboard. You will see the current mode indicator (for example: User Mode or Design Mode) or a mode toggle/dropdown near the right side of the top bar.
  2. Click the mode indicator or the small arrow beside it to open the mode selector.
  3. From the selector choose Design Mode if you need to create or manage projects, customize Sign-in Experience, or invite users. Choose User Mode if you need to fill forms, submit data, or view submission records.
  4. After selecting Design Mode, the page will reload or update the UI. You should now see design-specific controls (for example, a + Create New button at the top for creating projects).
  5. To return to User Mode, repeat the same steps and select User Mode. The UI will switch back to the submission-oriented view.

Tip: When you switch to Design Mode the interface shows additional admin/design controls. When you switch back to User Mode those controls hide and the submission UI returns.

What you can do in Design Mode (high level)​

  • Create and manage projects .
  • Access project internals to design forms and configure workflows and sharing settings.
  • Customize organization Sign-in Experience (brand color, logo, favicon).
  • Invite users to the workspace (Admin only).
  • Navigate inside a project to build forms, set up workflows, and configure integrations.

Important: A user assigned the Designer role can edit forms, configure workflows, and share projects, but cannot create new projects or invite users. Only Admins Role have project creation and user-invite privileges.

What you can do in User Mode (high level)​

  • View and submit published forms and applications.
  • Create submission records and update them as allowed.
  • Track the status of submissions and follow workflow steps assigned to you.
  • View assigned records and collaborate based on role permissions.

Role and access notes​

  • Admin: full control — create projects, invite users, invite projeect user, view archived projects, manage organization-level settings.
  • Designer: can design forms and configure workflows and sharing, but cannot create projects or invite users.
  • User: can use published forms, submit data, and view submissions according to permissions.

Archived projects are kept for audit or recovery and are visible only to Admins. Restoring or permanently deleting archived projects is an Admin operation.