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How to manage your team’s access to your folders and forms
How to manage your team’s access to your folders and forms

Manage team access to Formaloo folders and forms! Select 'Access Management' and set permission levels.

Updated over a week ago

When you add your team members to your workspace, they will have the same plan as yours.

For example, if you're on a Pro plan, your team members will also be upgraded to Pro.

But they will not have access to any form/folder on your workspace unless you share those forms and folders with them.

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.

access to form

🗄️ Old dashboard:

To share and manage folders/forms, follow these steps:

1- Right-click on the form/folder and select the Access Management option.

2- Now you can add your team members and manage the access you want to set for them.

You have 5 types of access:

  1. 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.

  2. Read & Edit Responses (rows): This level goes one level further and enables the user to edit/delete the responses too.

  3. 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.

  4. 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.

  5. 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:

Each formaloo/folder is only accessible on its hosting workspace. So your team should switch to your workspace to access the formaloos and folders shared with them on that workspace.

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