Teams are available on Pro and Business plans.
Create a Team
- Go to Dashboard → Teams
- Click “Create Team”
- Enter a team name
Invite Members
- Go to your team settings
- Click “Invite Member”
- Enter their email address
- Select their role
Roles
| Role | Permissions |
|---|---|
| Owner | Full access, can delete team, manage billing |
| Admin | Manage members, create/edit/delete forms |
| Member | View forms and submissions, cannot edit settings |
Team Forms
Forms can be assigned to a team:- Create a new form or edit existing
- Select the team in form settings
- All team members can now access the form
Transferring Forms
To move a form to a team:- Go to form settings
- Under “Team”, select the team
- Save changes
- Go to form settings
- Set “Team” to “Personal”
- Save changes
Leaving a Team
- Go to team settings
- Click “Leave Team”
- Confirm
Deleting a Team
Only the owner can delete a team:- Go to team settings
- Click “Delete Team”
- Confirm deletion