How to add team members to the workspace
Updated over a week ago

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

Now, select "Workspace members" from the profile settings. ( Workspace page, found in the menu under your profile picture).

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.

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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