How to get started with miniExtensions

This is a step-by-step guide for first time users of our platform!

Updated over a week ago

Welcome to miniExtensions! We are thrilled to have you joining our amazing range of customers!

In this guide, we will explain step-by-step exactly how you can get started with miniExtensions. This will only take a few minutes!

Pro tip: Have this guide open in a second window so you won't have to click back and forth as you follow along! ๐Ÿ˜‰

Step 1: Create a miniExtensions Account

Go to where you will be greeted by our login screen.

Click sign up. You can then enter your name and email and set a password, or choose to sign up with Google.

Step 2: Get to know your Admin Page

Now that you have created your account, you will see the screen below. This is your miniExtensions admin page! Let's have a quick look around:

At this stage, your workspace (1 in the image above) will be called My First Workspace, but if you prefer something more descriptive you can change this to whatever you like in the workspace settings. Next to your workspace name you will find your current miniExtensions plan for this workspace (2). The Invite button (3) lets you add collaborators to your workspace so you can work on setting up miniExtensions together. There are different roles for collaborators. You can find out more about the differences in this article.

Keep in mind, you won't need to add your users to your miniExtensions workspace! This page is purely for administration purposes and once you have set up your extensions, you can share them with the outside world with ease!

You will also notice a button to Add a workspace (4). Having different workspaces is a great way to separate work by limiting access for different departments or teams, for example.

To finish the basic setup of your miniExtensions account, all that's left to do is connect your Airtable account to miniExtensions! You can simply go ahead and click Connect this workspace to Airtable (5) to do just that!

Step 3: Connecting to Airtable

You now need to authorize miniExtensions to access your Airtable account.

miniExtensions never stores any of your data! You can find out more about this and all other security related questions here.

By clicking on + Add a base (1) you can select the level of access you want to grant. In the future Airtable may choose to change what is available to you here, but at the time of writing you have these three options:

  • All current and future bases in all current and future workspaces

    This will allow miniExtensions access to all current and future bases in all current and future workspaces in your Airtable account.

  • All current and future bases in a specific workspace

    With this option you can limit miniExtensions' access to all current and future bases in a specific Airtable workspace.

  • Individual bases

    Pick the bases you want miniExtensions to have access to. Keep in mind that if you create a new base you want to use with miniExtensions later on, you will have to add it manually (see the box below) if you choose to add only individual bases now.

You can always change which bases are available to miniExtensions at a later date! We have created this guide to explain how to do just that!

Pick what is appropriate for your account and proceed to Grant access (2).

Step 4: Add your first miniExtension!

You're now ready to add your first extension! Bases that miniExtensions has access to will appear in your workspace. Pick the base you would like to add your first extension to by simply clicking on it.

Clicking on the base name will always bring you to a list of extensions you have added to that base. Since we've just set up this account, how about we create the first one right now?! Just hit Create New Extension!

You will now see a list of all available extensions. You can either use the Search extensions box to find what you're looking for or simply pick any extension from the list to create it. Our most popular extensions, the Form and Portal, are right at the top for your convenience!

Congratulations! ๐ŸŽ‰ You have now set up your miniExtensions account and are ready to use our amazing products! Our help center is a great resource to learn more about all the different features, but if there is ever anything you're stuck with, feel free to reach out to us through the chat icon in the bottom right corner!

Did this answer your question?