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Team Structure

Unlimited Team Members

Invite as many teammates as you need on paid plans.

Role-Based Access

Assign roles to control what each member can do.

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Inviting Team Members

1

Open team settings

Go to your team settings or account menu and select “Team” or “Members.”
2

Send invitation

Enter the email address and select a role. An invitation email will be sent.
3

Member accepts

The invitee clicks the link in the email to join your team.
Invitations expire after 7 days. If an invitation expires, you can resend it from the team settings.

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Team Roles

RolePermissionsBlocked
OwnerFull access, billing, delete team—
AdminManage forms, members, and settingsBilling, delete team
EditorCreate and edit forms, view submissionsTeam settings, member management
ViewerRead-only access to forms and submissionsCreate, edit, delete, team settings

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Owner

  • Full access to all team features
  • Manage billing and subscription
  • Can delete the team
  • Can transfer ownership to another member

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Admin

  • Manage forms and workflows
  • Invite and remove members
  • Change member roles
  • Cannot access billing or delete the team

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Editor

  • Create and edit forms
  • View submissions
  • Cannot manage team members or settings

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Viewer

  • View forms and submissions only
  • Cannot create, edit, or delete anything

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Managing Members

  • Change Role — Click the member’s role dropdown and select a new role.
  • Remove Member — Click remove and confirm. The member loses access immediately.
  • Transfer Ownership — Owners can transfer ownership to another admin. The previous owner becomes an admin.

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Team Profile

  • Team Name — Display name for your team (visible to members).
  • Team Icon — Optional avatar or logo for your team.
  • Team ID — Unique identifier used for API and integrations (e.g., first 8 characters in ?ref= links).

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Next Steps

Account Settings

Manage your personal account

Creating Forms

Build your first form