Invite team members in Youform
In Youform, you can invite your team members to collaborate with your forms.
Teams feature is only available in Youform Pro and there is no limit on seats.
How to invite team members?
To invite your team member, you can go to your organization dropdown and click on the members option in the menu.
Now in the members page, you will see the list of already invited members and a button to add members to your organization. You can click that button which will open a dialog box to enter email of your team member whom you want to invite.
You can choose some or all of your workspaces in the organization. Remember, a user can only access the workspaces you invite them to. If you add more workspaces later, members can only access them if you add them to those workspaces.
What about the roles and permissions?
In Youform's team feature, we keep it simple. There are no specific roles and permissions to assign to users.
However, there are 3 types of (virtual) roles:
Organization owner: The person who creates the organization. If you start a Youform account, a new organization is made under your name, which you can rename. If invited to another organization, you are just a member there.
Workspace Creator: If you (or any team member) create a workspace within an organization, you have special rights like removing anyone from that workspace or even deleting the workspace.
Organization Member: Any member can create, edit and delete forms and invite others within their accessible workspaces.
Access to forms and workspaces is based on these roles:
Users can access forms only in workspaces they belong to.
They can create a new workspace and invite other team members.
They can only remove members from workspaces they created.
Only the workspace creator can remove members from that workspace, and the organization owner can remove members from any workspaces. Both the organization owner and workspace creator can delete a workspace.
Remember, anyone can invite others to the workspaces they can access.