Team
Invite collaborators with role-based access. Available from Pro.
The Team page is owner-only. It lets you invite collaborators to your workspace so they can manage forms alongside you. Each invitee can have Admin access (every form and the workspace's verified-recipient pool) or be restricted to a single form.
Members inherit your plan
Teammates use your workspace plan features at no extra per-seat cost. Pro includes up to 3 invited members and Agency is unlimited. If you downgrade below Pro, team access pauses automatically. Existing members remain visible to the owner and can be removed, but you cannot invite, resend invitations, or change access until you re-upgrade. Moving from Agency to Pro keeps your three longest-standing members active and marks the rest Paused on your team page, so you can decide who stays. Expired invitations never take up a seat: resend them or invite someone else.
Inviting a teammate
Open Workspace → Team
Enter their email
Choose access level
- Admin — all forms — manage every form and the workspace verified-recipient pool. Billing, plan, credits, sending domains, and team administration stay owner-only.
- Specific form — single form you select from a dropdown.
Send invite
The members table
| Column | What it shows |
|---|---|
| Member | Name + email (or email + "Pending invitation" for unaccepted invites). |
| Access | "Owner" or "Admin · all forms" or "Form access: <form name>". |
| Joined | Acceptance date, or "—" for the owner. |
| Actions | Resend (for pending), Remove (with confirm). |
Removing a teammate
Clicking Remove on a member row asks for confirmation. Removed members lose access immediately and their pending invitation (if any) is cancelled.
Managing the team with an agent
Staging preview
Agent team administration is available for staging verification and is not available in production yet.
On paid Pro and Agency workspaces, an owner can grant an OAuth-connected agent separate Read team and Manage team permissions. The agent can list the safe roster, prepare an invitation or access change, explain the exact effect, and commit it with the current revision and a UUID retry key. Invitation emails are reported separately as succeeded, failed, or unknown; an unknown result is never sent again automatically.
Keep invitation links private
Agents never receive invitation tokens. Invitees accept from the link in their email while signed in. Removing or cancelling access requires a short-lived confirmation for that exact member.
Plan gating
Team requires a Pro plan or higher. Pro supports up to 3 invited members, while Agency supports unlimited members. On Free, Starter, or a trial, the Team page explains the required plan. Owners with existing members can still review and remove that access safely.
