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Teams

Teams

Add team members by email to your form. Team members with Edit permissions can update any settings on the form, but they cannot delete the form. View only team members can only see the Inbox, Reports, Teams, and Setup tabs.

Collaborators will need to create a FormKeep account, but do not need to be on a paid plan to access your forms. Once they have created an account, you can add them under the Teams tab by their email. By default they’ll be View Only, but you can give them Edit permissions if they need them.

Adding Team members

Add team members by email in the text box, then select the button “add team member” to send the invitation(s). If they do not have a formkeep account, they will be prompted to create an account. They must create an account with the email the invitation was sent to, in order to access your form.

Removing Team members

At the bottom of the page, there is a graphical list of team members with permission levels and “remove” button for each. Simply click “remove” to remove the person.

View Permissions

View only team members can only see the Inbox, Reports, Teams, and Setup tabs. This is great for contractors or developers who want their clients to be able to access or export the data, but don’t want them to accidentally make breaking changes to the form settings themselves.

Edit Permissions

Team members with Edit permissions can update any settings on the form, but they cannot delete the form.

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