In this article, you will learn how to set up the basic prerequisites of your RForm account. When creating an account, you need to add account managers. The Account Managers, have access to all projects and account information such as billing, logos, contacts, etc. But before making them managers, you need to add them as contacts.

After adding contacts and managers, you can also set your branding by adding your company logo. The links below will direct you to the appropriate sections:

• Add Contacts
• Add Managers
• Set Branding

Add Contacts

Once a contact is created, you can assign them roles as Prime Consultants, Owners, Contractors, and Consultants. They are not account managers unless you assign them as one.

1. Ensure that you are logged in to your RForm account.
2. By default, you will be directed to the Dashboard page. Find and click the Add contacts link.
   
3. You will be directed to the AddContact page. Specify each section of the required credentials:
   • Name
     • First Name
     • Last Name
       
       • Note: it is important to note that these fields are required when adding contacts.
   • Username and Password
     • Username
     • Password - to view the password while entering it, click the Display (Eye) icon.
     • Confirm Password - to view the password while entering it, click the Display (Eye) icon.
     • Role - in this example, we kept it as User.
       • Note: it is important to note that these fields are required when adding contacts.
   • Company Information
     • Company Name
     • Website
       
   • Company Address
     • Street Address
     • City
     • Province/State
     • Postal/Zip Code
   • Contact Information
     • Email
       • Note: it is important to note that this field is required when adding contacts.
     • Work
     • Mobile
     • Fax
       
4. Review the specified information and click the Save button.

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Add Account Managers

Account Managers are users from your company and can manage your RForm account. They have full access to all your projects and privileges associated with those projects Similar to Prime Consultants. Account Managers are not automatically assigned to a role in each project. This means they can view project information without being directly involved. You can think of them as "invisible" observers with full access to project details. This role is ideal for principals or administrative staff who need to oversee projects without actively participating in them. Managers can do the following:

• Create, edit, and delete projects
• Add and delete people (users)
• Create, edit, and issue forms
• Remove, approve, or delete forms
• View billing information
• cancel your account

To add managers, follow the instructions below:

1. Ensure that you are logged in to your RForm account.
2. By default, you will be directed to the Dashboard page. Find and click the Add account Managers link.
   
3. The CHOOSE ADD ACCOUNT MANAGERS window will appear. Find the contact you want to add as a manager and select its Checkbox.
   
   • Note: you can use the Search bar to narrow down your search. If you cannot find the manager, you can add him/her as a new contact by clicking the Add new Contact link, See Add Contacts for more information.
4. Click the Save button to continue.

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Branding

RForm lets you upload an image file that serves as your company logo. This will be used on each form you create in RForm. The logo should be in a web-friendly format like .jpg, .gif, or .png. We suggest using .png as it provides the best image quality.

1. Ensure that you are logged in to your RForm account.
2. On the upper right part of the page, click Settings.
   
3. By default, you will be directed to the Billing Information tab when accessing the Settings feature. Click the Logos tab.
   
4. On your computer, find the image file that you want to upload. Drag and drop it in the Select files panel.
   
   • Note: alternatively, you can click the Select files panel to open the File Location window where you can find and select the image file.
5. Once the image file is added, it will appear in the Added Files panel, click the Start upload button.
   
6. The uploaded file will appear on the page, you can select its alignment in the Align section:
   • Left
   • Center
   • Right