Team members
Everyone in a team shares the same templates, forms, automations, history and credits. Every plan, including Free, lets you invite as many people as you like.
Invite someone
- Open Settings, then Team members.
- Click Invite member, type their email address, and click Send invite.
They get an email with a link to join. Until they accept, they appear under Pending invitations, where you can cancel the invitation.
Only owners and admins can invite people.
Roles
| Role | Can do |
|---|---|
| Member | Everything in the team: make and edit templates and forms, generate documents, set up automations. |
| Admin | Everything a member can, and also invite and remove people, change their roles, and rename the team. |
| Owner | The same as an admin. The person who created the team is its owner. |
To change someone's role, choose a new one next to their name. To remove someone, use the button at the end of their row.
Belonging to more than one team
If someone invites you to their team, it is listed under Other teams you belong to. To move between teams, click your name at the bottom of the menu on the left and choose the team.
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