Team and roles
Invite people by email and give each a role: Owner, Admin, Builder, Approver or Viewer.
Invite people
- Open WorkspaceTeam & Access.
- Enter their email address and choose a role.
- They get an email invitation and join when they accept it.
What each role can do
| Permission | Owner | Admin | Builder | Approver | Viewer |
|---|---|---|---|---|---|
| See the workspace and its team | |||||
| See answers, records and runs | |||||
| Build forms and automations | |||||
| Build apps | |||||
| Approve or decline requests | |||||
| Invite people | |||||
| Change roles and remove people | |||||
| Change workspace settings and branding | |||||
| See the audit log | |||||
| Plan and billing |
Owners, admins and builders each take a builder seat (so does an open invitation for one). Approvers and viewers are free. People who only fill in forms or approve from an email link don’t need an account at all.
Team security
- Owners can require two-factor sign-in for owners and admins.
- The Audit log records important changes: who invited whom, role changes, publishing, deletions, API keys and more.
- Contacts keeps the people you often email or ask to approve, so you can pick them by name. They don’t need an account.
- The workspace’s time zone, and whether owners and admins are emailed when an automation breaks, are set on Team & Access too.