Workspaces

How to Customize Your Workspace Subdomain

This guide will help you change and personalize your subdomain for your workspace, so you can start using the subdomain you prefer. Scope of this guide Before you begin, we'd like to make it clear that this guide is only for changing the subdomain, not the main domain. How to customize your subdomain To customize your subdomain, first you need to click the three dots next to your workspace name. After that, just enter the subdomain you want and confirm. Then it will be ready for you to use your subdomain. Plan availability Remember that the subdomain change feature is available starting from the Plus plan. Conclusion You learned that this guide focuses on changing only the subdomain (not the main domain) and how to access the workspace option to set and confirm a new subdomain for use.

How to Move a Form from One Workspace to Another

This article will help you move a form from one workspace to another by showing where to find the move option and how to select the destination workspace. Move a form to another workspace To move a form from one workspace to another, go to the home screen, click the three dots above the form you want to transfer, and select the Move option. Next, choose the desired workspace and click Save. Conclusion You learned how to initiate a form transfer from the home screen and complete it by choosing the destination workspace and saving the change.

How to Rename a Workspace

This article will help you rename your workspace by showing where to find the rename option and how to confirm the new workspace name. Renaming your workspace To rename your workspace, first click the three dots next to your workspace name and click Rename. Right after that, a window will open where you just need to type the workspace name you want and click rename. Conclusion You learned where to access the rename option for your workspace and how to enter and confirm a new workspace name.

How to Remove a User from a Workspace

This article will help you remove a user from your workspace by showing where to find the user list and which option to select to revoke their access. Locate the user in the workspace To remove a user from your workspace, first you need to click the user you want to remove, which is located in the upper-left corner as shown in the image below: Remove the user’s access Right after that, a window will open where you just need to click Remove access to this workspace. Confirm removal Just confirm, and the user will be removed from your workspace. Conclusion You learned how to remove a user from your workspace by selecting the user, choosing the option to remove access to the workspace, and confirming the action.

How to Invite Users to Your Workspace

This article will help you invite users to your workspace, including where to start the invitation, how to send it, and what happens after the user accepts. Inviting users to your workspace Follow the steps below to invite users to your workspace: 1. Select the workspace you would like to invite a user to. 2. Click the "+" button located at the top left of the "Members" tab in the navigation bar. 3. Enter the email address of the user you would like to invite, then click the "Invite" button to send the invitation. 4. The user will receive an email with instructions on how to accept the invitation and access the workspace. Once the user accepts the invitation, they will be added to the workspace and will have access to the forms and data associated with that workspace. ☝️ The user must have at least one free Yay! Forms account in order to join the workspace. Conclusion You learned how to invite a user to a workspace by selecting the workspace, accessing the Members tab, sending an email invitation, and understanding what occurs once the invite is accepted.

How to Delete a Workspace

This article will help you delete your workspace by showing where to find the delete option and how to confirm the deletion. Deleting your workspace To delete your workspace, first you need to click the three dots next to the name of your workspace and click delete. Right after that, a window will open where you just need to type the name of the workspace and click delete. || Remember that all forms in this workspace will be deleted as a consequence. Conclusion You learned where to access the workspace deletion option and how to confirm it by entering the workspace name, along with the effect this has on the forms inside that workspace.