The Team Management section allows you to organize users into teams—like HR or Marketing—for better collaboration and access control. Assign users to teams and make specific form templates available only to designated teams, streamlining workflow and permissions.
To navigate to this section, click Settings -> Teams via the left-side menu.
How to Add a New Team
To add a new Team, follow these steps:
From the Team Management section, click "Add New Team".
Input a Name for the Team.
Input an optional Description for the Team.
Click the "Save Changes" button to create the new Team.
How to Assign Users to a Team
To assign users to a Team, follow these steps:
From the Team Management section, click on the Team you wish to allocate users to.
Navigate to the Users tab.
Click "Add" under the Options column against the user you wish to add to the Team.
How to Remove Users from a Team
To remove users from a Team, follow these steps:
From the Team Management section, click on the Team you wish to remove users from.
Navigate to the Users tab.
Click "Remove" under the Options column against the user you wish to remove to the Team.
How to Update an Existing Team
To update an existing Team, follow these steps:
From the Team Management section, click on the Team you wish update.
Make the required changes to the Name or Description.
Click Save Changes.
How to Delete an Existing Team
To delete an existing Team, follow these steps:
From the Team Management section, click on the Team you wish to delete.
Click the red Delete icon in the top right.
Click Delete to confirm the deletion.