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! 😉
How to create a miniExtensions Account
How to create a miniExtensions Account
Go to web.miniextensions.com 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 1: Get to know your Dashboard
Now that you have created your account, you will see the screen below. This is your miniExtensions dashboard! 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 (2). Next to your workspace name you will find your current miniExtensions plan for this workspace, which will be Free for now. You can subscribe to a paid plan to unlock all features by clicking on Upgrade (3). The Invite button (4) 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 and subscribed to a plan, you can share them with the outside world with ease!
You will also notice a + button to add a workspace (5). Having different workspaces is a great way to separate work by limiting access for different departments or teams, for example.
The profile icon in the top right (6) gives you access to your account and workspace settings.
Just to the side of the profile icon you will find a quick overview of your workspace usage (7). This will show you the number of enabled extensions and automations currently in your workspace as well as the quota for your current plan.
Towards the bottom of the screen you will find different ways to receive help if you're ever stuck or have a question (8):
Our help center is full of useful information about our entire platform.
The community forum is a great place to share feedback or request features.
If you ever run into a technical issue, you may report it using the Report Problem link.
You will also see a button to schedule a free meeting. We are always available to help and you can schedule a free onboarding call whenever you like!
The chat icon in the bottom right corner (9) is your best way of getting in touch with our Customer Support team. Here you can open conversations, create tickets or access the help center from anywhere on our site. Our helpful AI chatbot is always happy to answer any questions you may have, but if the reply isn't quite what you were hoping for you can simply hit the "Talk to a person" button below any response to get connected to our team straight away.
Now that we've had a bit of a look around you can finish the basic setup of your miniExtensions account by connecting your Airtable account to miniExtensions! You can simply go ahead and click Connect to Airtable (10) to do just that!
Step 2: 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 3: Add your first miniExtension!
You're now ready to add your first extension or automation! 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 and automations you have added to that base.
Extensions are our user-facing products, i.e. the Form, Portal and Shared View. We call everything else automations.
Since we've just set up this account, how about we create the first extension right now?! Just hit Create!
You will now see a list of all available extensions and automations. You can either use the Search box to find what you're looking for or simply pick any extension or automation from the list to create it. Our most popular products, the Form, Portal and Shared Views, are right at the top for your convenience!
Congratulations! 🎉 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!