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.
Form access
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.
📝 Additional insights:
Manage permissions for secure collaboration
Control which team members can view, edit, or manage specific forms and folders. Assign access levels for tailored collaboration on each project.
Learn how to share a folder in your workspace
Add team members and customize their access levels to maintain organized, secure teamwork.
🗄️ 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.
Folder access
To manage access to a folder, click on the three dots next to the folder, then select the email or the name of your team member and choose their access level.
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.
5 types of access levels
Guest (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.
Member (Read & edit data & rows): This level goes one level further and enables the user to edit/delete the responses.
Editor (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.
Admin (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.
Owner (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.