Team Members & Collaboration

The Members page allows you to manage team members who have access to your form. Invite collaborators, assign roles, and control what each team member can do.

Accessing Members

Navigate to any form, click "Settings" in the navigation menu, then select "Members". You'll see a list of all team members with their roles and permissions.

Only form owners and admins can manage team members. Contact the form owner if you need to add or remove members.

Understanding Roles

Forms support three access levels:

Admin

The form creator has full control:

All Permissions: Can perform any action on the form
Delete Form: Only owners can delete forms
Manage Members: Can invite, remove, and change member roles
All Settings: Full access to all settings pages

Developer

Developers have extensive permissions:

View & Edit: Can view and modify form settings
View Submissions: Can view and manage submissions
Manage Members: Can invite and remove members (with limitations)
Cannot Delete: Cannot delete the form

Viewer

Viewers have read-only access:

View Only: Can view form settings and submissions
No Modifications: Cannot change any settings
No Member Management: Cannot invite or remove members

Roles determine what actions team members can perform. Choose the appropriate role based on what each person needs to do.

Inviting Team Members

Access Members Page

Navigate to Settings → Members in your form.

Click "Add Member"

Click the add member button to open the add member dialog.

Select Team Member

Select the team member you want to invite from the list of team members.

Select Role

Choose the appropriate role:

Developer: For team members who need to manage settings
Viewer: For team members who only need to view submissions

Send Invitation

Click "Send Invitation" to send the invite. The team member will receive an email notification.

Invited members must accept the invitation before they can access the form. They'll receive an email with instructions.

Managing Team Members

Changing Roles

To change a team member's role:

Find the member in the members list
Click on their role dropdown
Select the new role
The change takes effect immediately

Removing Team Members

To remove a team member:

Find the member in the members list
Click the remove action
Confirm the removal
The member loses access immediately

Removing a team member is immediate and cannot be undone. You'll need to invite them again if you want to restore access.

Understanding Permissions

Different roles have different permissions across form features:

Feature	Admin	Developer	Viewer
View Form	✅	✅	✅
Edit Settings	✅	✅	❌
View Submissions	✅	✅	✅
Manage Submissions	✅	✅	❌
Invite Members	✅	✅	❌
Remove Members	✅	✅	❌
Delete Form	✅	❌	❌

Permissions are enforced throughout the application. Team members will only see options they have permission to use.

Best Practices

Principle of Least Privilege: Give team members the minimum permissions they need
Regular Review: Periodically review team members and remove those who no longer need access
Clear Roles: Use roles consistently across your organization
Secure Invitations: Only invite trusted team members

Start with Viewer roles and upgrade to Developer only when necessary. This reduces the risk of accidental changes.

Collaboration Workflows

Content Team

Viewers: Content team members who need to review submissions
Developers: Content managers who need to configure form settings

Development Team

Developers: Developers who need to configure integration settings
Viewers: QA team members who need to test submissions

Support Team

Viewers: Support agents who need to view submission details
Developers: Support managers who need to configure notification settings

Different teams have different needs. Assign roles based on what each team needs to accomplish.

Troubleshooting

Member Can't Access Form

If a team member can't access the form:

Verify Invitation: Ensure they accepted the invitation
Check Role: Confirm they have the appropriate role
Form Status: Verify the form exists and is accessible
Re-invite: Try removing and re-inviting the member

Too Many Permissions

If someone has more access than needed:

Review Role: Check their current role
Downgrade: Change to a more restrictive role
Remove: Remove access if no longer needed

Next Steps

Configure Form Settings: Set up your form's behavior and security
- Learn about General Settings →
Set Up Notifications: Configure email notifications for your team
- Learn about Notifications →
Review Submissions: Start collaborating on form submissions
- Learn about Submissions →

Team Members & Collaboration

On this page