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How to add team members to the workspace

You can add your team members and share access to your forms and folders.

Updated over a week ago

Open your dashboard, and select the workspace where you want to add your team members.

Invite your team members to your workspace from the workspace members page.

Send them the invitation link or enter their email address to send an invitation email to them.

add team member

When you invite your team members to the workspace, they will only access any folder or formaloo if you share access with them.

🗄️ Old dashboard:

On the open page, there are two options to add your team members:

  1. Invite by email

  2. Invite by link

When you add your team members, they should accept it, and log in/sign up to Formaloo.

Share access to forms/folders

People who are added to your workspace 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.

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.

⭐ Pro tip:

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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