Agency

Team

Invite collaborators with role-based access. Available on Agency plans.

Team lets you invite collaborators to your workspace so they can manage forms alongside you. Each invitee can have Admin access (every form, every action) or be restricted to a single form.

Members inherit your plan

Teammates use your Agency-plan features at no extra per-seat cost. If you downgrade, team access pauses automatically — members keep their invitations but can't sign in until you re-upgrade. No surprise charges.

Inviting a teammate

1

Open Workspace → Team

Click Invite teammate. The invite form expands inline.
2

Enter their email

The address the invitation will be sent to.
3

Choose access level

Pick one of:
  • Admin — full access — every form, every action.
  • Specific form — single form you select from a dropdown.
4

Send invite

They receive an email with a link to accept. While the invitation is pending, the member row shows "Pending invitation" with Resend and Cancel actions.

The members table

ColumnWhat it shows
MemberName + email (or email + "Pending invitation" for unaccepted invites).
Access"Owner" or "Admin · all forms" or "Form access: <form name>".
JoinedAcceptance date, or "—" for the owner.
ActionsResend (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.

Tier gating

Team requires an Agency plan. On Free or Pro, the Team page shows an upsell card listing what Agency adds (unlimited members, two roles, members inherit Agency-tier features) and links to pricing.