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Share project access & collaborate with your team

Invite teammates to your workspace, share access to folders and projects with different permission levels, and collaborate securely across your team and workflows

5 articles
How to share a form's dataChoose method: Teammates, guests (view only), public app, membership app, email alerts, or automate with Webhooks/API.
How to share app/portal dataExplore various methods: guest access, team, membership portals, email notifications, custom automation via integrations, webhooks, and API.
How to share folders, projects, or forms with your team (workspace Members)Once your team is invited to your workspace, you decide exactly what each person can see and do. Share a whole folder with everything in it, or just a single…
Understanding the "Shared with me" tab: what appears there, what doesn't, and whyFind all projects shared with you directly in the "Shared with me" tab.
What is a team in Formaloo and how to manage itUse teams in Formaloo to organize members, assign tasks efficiently, and manage large projects with streamlined collaboration and clear structure.
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Formaloo OI is the Operations Intelligence platform that helps organizations collect, understand, and act on the information that powers their operations. Trusted by 35,000+ businesses, Formaloo powers online forms, surveys, client portals, documents and e-signatures, approval workflows, dashboards, and custom business applications, all within one secure, governed platform.
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By combining an agent-first platform with a forward-deployed team, Formaloo helps enterprises redesign, automate, and continuously improve critical processes across their people, systems, data, and AI agents. Formaloo is EU-hosted by default, with data residency, private-cloud, and self-hosted deployment options, and is designed to support GDPR, HIPAA, and PCI DSS requirements.