How to navigate CiviForm

Get oriented and learn how to navigate CiviForm as a CiviForm Admin.
Orient yourself to the CiviForm landing page.
At the top of the screen, there is a navigation bar. You can navigate to:
  • Programs: View, create, edit and publish programs. This is the page you see when you log in.
  • Questions: View all the questions you can add to your programs and create new questions.
  • Intermediaries: Create or view Trusted Intermediaries.
  • API keys: Manage API keys, which enable accessing CiviForm programmatically from other software products.
  • Reporting: The data dashboard where you can view core program metrics.