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Inviting more team members to your account is free of charge on all plans.

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How to send an organization invite

On your dashboard, click Invite members in the upper right area. Screenshot 2025-10-09 at 4.47.13 PM.png Enter the emails of the people you would like to invite. You can choose to invite them as:
  • Admin - have full access to the workspace enabling them to view and edit settings
  • Member - can create their own forms and scheduling links, but cannot edit anyone else’s
Screenshot 2025-10-09 at 4.50.22 PM.png The invitee will get notified through their email. Upon clicking the link, they will be redirected to a sign up page and prompted to join the organization.
Invites sent expire after 14 days, however you may send them another invite after the expiration date.
You can limit access to specific workspaces only through granular permissions.

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View pending invites

Click your Account name on the upper left corner followed by Manage members.
Only admin accounts have access to view and edit team members.
Then, navigate to Invites from the top menu. You can also Resend or Delete an invite from here. Screenshot 2026 01 13 At 6 34 12 PM

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Share a specific form

Quickly share a single form by clicking . Add specific people to share with or generate a link for anyone. Adjust read and write permissions as needed. Screenshot 2025-10-09 at 5.15.02 PM.png

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How to effectively work with collaborators

View and discuss form submissions together Gain insights by analyzing data together as a team. Individual members can apply personalized filters to focus on desired analytics for tailored analyses. Additionally, they can leave comments and tag other users. Work on separate forms at the same time With multiple collaborators working in tandem, tasks can be divided and accomplished more quickly, reducing the time required for form creation and data collection. Collaborators cannot edit the same form at the same time, but can edit different forms simultaneously. Invite an expert to help build a form or consult on it You can invite consultants or anyone involved in your workflow to help build your forms. Note that consultants may also want to import/export forms from their accounts instead.

Manage team

Configure member settings including their email and access.

Granular permissions

Set member access to view only, and restrict integration accounts.

Import and export forms

Transfer between different accounts.