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.
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.
Team Roles
Owner
- Full access to all team features
- Manage billing and subscription
- Can delete the team
- Can transfer ownership to another member
Admin
- Manage forms and workflows
- Invite and remove members
- Change member roles
- Cannot access billing or delete the team
Editor
- Create and edit forms
- View submissions
- Cannot manage team members or settings
Viewer
- View forms and submissions only
- Cannot create, edit, or delete anything
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.
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).
Next Steps
Account Settings
Manage your personal account
Creating Forms
Build your first form