You can share edit access only with your workspace team members.
Step 1: Invite team members to your workspace
To start collaborating in Formaloo, invite your team members to your workspace and set their access levels.
Go to Workspace Members: Under your profile picture, navigate to the Workspace Members page.
Choose an invitation method:
Invite by Email: Enter your team member’s email address in the Add new member field, select their role (Admin or Team Member), and click Invite to send an invitation email.
Invite by Link: Click Copy Invite Link to generate a link that you can share directly with your team members.
Assign access roles:
Admin: Grants full ownership access, including the ability to manage workspace settings and control all forms and apps.
Team member: Provides edit and view access to specific forms and apps shared with them.
After sending the invitation, your team members must accept it and log in (or sign up) to Formaloo to join the workspace. Once they’re added, they won’t automatically have access to any forms or folders; you’ll need to share specific items with them and set access levels.
Step 2: Share edit access to a formaloo
To manage the accessibility of a formaloo, open your form and click on the 'Share' button.
Add your team member and select the access level.
🗄️ Old dashboard:
Invite your team members to your workspace from the workspace members page.
To manage the access level in the old dashboard, right-click it and select the Access Management option.
Insert their email address, choose their access level, and then save.
Share edit access to a folder
To manage access to a folder, click on the folder and add your team member. Then you. can manage access to the folder.
🗄️ Old dashboard:
In the old dashboard, right-click it and then select the Access Management option. After that, you can insert the email addresses and access levels.
Access levels & their meaning
As you’ve seen, there are different levels of access you can give to each of your team members. Let’s see what they mean.
Read-only: The person with this access can only view the form and the responses and charts on it. They can’t edit the responses, though.
Read & Edit Responses (rows): This level goes one level further and enables the user to edit/delete the responses too.
Full access to responses + Edit apps & forms: Again, this level has one higher access level enabling the user to edit the logic and calculator of the form.
Full access to responses + Edit & delete apps & forms: People with this access not only have all the above access levels, but they also can delete forms.
Full Ownership: This access level includes full ownership accessibilities. Team members with this access can do all the above + move forms. Only owners can move and delete folders.
📝 Additional insights:
When you share a folder with specific people, they will have the same access level on the formaloos inside it.
This is unless you change their access level on those formaloos later.
In other words, the access level of formaloos can override the access level of their containing folder.