Team Members
Invite collaborators to manage your accounts with role-based access control
Team Members lets you invite other users to access and manage your Static Forms accounts. You can grant full admin access across all your accounts or restrict a member to a single account — perfect for agencies managing multiple client projects.
Agency Plan Required
Team Members is exclusive to the Agency plan. View pricing to upgrade.
Roles
When inviting a team member you choose one of two roles:
| Role | Access Level | Use Case |
|---|---|---|
| Admin | Full access to all accounts owned by you | Trusted collaborator who manages everything |
| Account-scoped | Access to one specific account only | Client or contractor scoped to a single project |
What team members cannot do
Regardless of role, team members cannot invite or remove other team members, change your subscription, or access billing information. Only the account owner can manage team membership.
Inviting a Team Member
- Go to Settings → Team Members
- Click Invite Member
- Enter the member's email address
- Choose a role — Admin or Account-scoped
- If account-scoped, select the specific account to grant access to
- Click Send Invite
The invitee receives an email with a link to accept the invitation. The link is valid for 7 days. If it expires, you can resend it from the Team Members settings page.
Invite States
| Status | Description |
|---|---|
| Pending | Invite sent, not yet accepted. The link expires after 7 days. |
| Active | Invite accepted. The member has access to your account(s). |
Managing Members
Resending an invite
If an invite expires or the email was missed, open Settings → Team Members, find the pending invite, and click Resend. A new 7-day invite link is sent immediately.
Removing a member
To revoke access, click Remove next to the member's entry. Their access is revoked immediately — pending invites are cancelled, active memberships are deleted.
Accepting an Invitation
When you receive a team invite:
- Click the Accept Invitation link in the email
- Sign in or create a Static Forms account if you don't have one
- The owner's account(s) appear in your dashboard under Team Accounts
Switching between accounts
Once accepted, you can switch between your own accounts and team accounts from the account selector in the dashboard header.
Access Scope Reference
The table below summarises what each role can do within the accounts they have access to:
| Action | Admin | Account-scoped |
|---|---|---|
| View form submissions | ✓ All accounts | ✓ Scoped account only |
| Configure settings (webhooks, emails, etc.) | ✓ All accounts | ✓ Scoped account only |
| Manage child accounts | ✓ | ✗ |
| Invite / remove team members | ✗ | ✗ |
| Change subscription or billing | ✗ | ✗ |
| View or rotate API keys | ✓ All accounts | ✓ Scoped account only |
Frequently Asked Questions
How many team members can I invite?
There is no limit. Agency plan accounts can invite as many team members as needed.
Does the invitee need an Agency plan?
No. The invitee can be on any plan (including Free). They simply need a Static Forms account to accept the invite.
What happens if I downgrade from Agency?
Existing team members lose access immediately. Their memberships are preserved in the database but are inactive until you re-upgrade to Agency.
Can I change a member's role after inviting them?
Not directly. To change a role, Remove the existing membership from Settings → Team Members and send a new invitation with the updated role.
Can I invite the same email to multiple accounts?
Each email can hold one membership per owner. To give access to multiple accounts, use the Admin role (which covers all accounts) or update the existing membership to a different account.