Projects and team access
Organize forms and grant the minimum workspace and project access required.
Workspace, project, and form
The workspace owns billing and capacity, projects group related forms and permissions, and each form owns its public intake configuration and submissions.
Grant appropriate access
Use named members and project scope instead of shared credentials. Review invitations, role changes, ownership transfer, and revoked sessions.
Assign and follow requests
Use assignment, internal notes, and workflow states in the private inbox. Email forwarding alone does not provide a reliable shared record.
Documentation reviewed on October 20, 2026Suggest an improvement →