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Accounts

Accounts

Team accounts are used to manage forms, members, integration accounts, and billing, you can create multiple accounts for every projects or clients.

Create a new account

To create a new account, click on the + icon.

Create team Account

It will open a modal where you enter name and an uniqute identifier for the account.

Create team Account modal

Once you click on the Create button, you will be redirected to the newly created team account.

Team account roles

There are two roles for team accounts:

  • Owner: Can manage team settings, members, and forms.
  • Member: Can view and manage forms.

Invite a new member

You can invite a new member to your team to crate forms, view and manage submissions.

To invite a new member, go to the team > settings > members or go to the team account and click on “Members” tab on the navigation at the top of you screen.

There click on the Invite new member icon. it will open a modal where you enter the email address of the new member.

Invite new member modal

Once you click on the Invite button, an email will be sent to the new member with a link to accept the invitation.

After accepting the invitation, the new member will be added to the team account.

Remove a member

On the members page click on the bin icon next to the member you want to remove.

Introduction Forms