Team Roles & Permissions - FormBold Documentation

Collaborate effectively with team members, contractors, and clients using FormBold's Role-Based Access Control (RBAC).

Team Collaboration Overview

FormBold makes team collaboration simple and secure. Instead of sharing login credentials, invite collaborators directly to your workspace using their individual email addresses.

Inviting Team Members

To add a collaborator to your workspace:

Invite Team Member Modal with Role Selection

Go to Manage Team in your dashboard (/account/manage-team).
Click the 'Invite Member' button in the top right corner.
Enter the collaborator's email address.
Select the appropriate role (Admin, Member, or Viewer).
Click 'Send Invitation'. The recipient will receive an invitation email containing a secure confirmation link.

Role-Based Permission Matrix

FormBold offers four granular permission levels to ensure members only access what they need:

Permission	Owner	Admin	Member	Viewer
Manage Workspace & Billing	Yes	No	No	No
Transfer / Delete Workspace	Yes	No	No	No
Invite & Remove Members	Yes	Yes	No	No
Create & Configure Forms	Yes	Yes	Yes	No
Connect Apps & Webhooks	Yes	Yes	Yes	No
View & Search Submissions	Yes	Yes	Yes	Yes
Export Submissions (CSV/JSON)	Yes	Yes	Yes	No
Delete Submissions	Yes	Yes	No	No

Managing Pending Invitations

The Manage Team table displays pending invites alongside active members. If an invitee has not accepted, you can resend the invitation link or revoke it at any time.

Modifying Roles & Removing Collaborators

Workspace Owners and Admins can update a member's role or remove them from the workspace with a single click. Removed members immediately lose access to all forms and submissions within that workspace.