Inviting members
Invite teammates to a workspace with a link. Everyone who joins can build forms, send requests and read answers with you.
Create an invite link
- 1
Open Workspace Settings
Click your workspace name at the top of the sidebar, then choose Workspace Settings.
- 2
Click Invite
Under Members, click Invite. Formstep creates a link if there is none.
- 3
Limit the link if you like
Turn on Set expiration date or Limit uses. A limit of 1 makes a link for one person.
- 4
Copy and share it
Send it by email, chat or anywhere else.
The person who opens the link sees the workspace name, signs in or creates a free account, and joins. A workspace has one invite link at a time: Replace this link makes a new one and stops the old one, and Delete this link stops it. People who already joined stay.
What the owner and members can do
A workspace has one owner and any number of members. Members create, edit, publish and delete forms, send and manage requests, read and export submissions, add integrations to forms with the accounts the owner connected, and organize folders and themes. There is no read-only role.
Only the owner can open Workspace Settings, Domains and the workspace’s integration accounts, manage the invite link and members, share AI credits, see billing, and delete the workspace. The owner cannot leave, and cannot hand the workspace over in the app; for that, email support.
Each member’s API keys are their own, under OAuth and API Keys, and stop working when the member leaves or is removed. For what a member’s plan and AI credits come to, see the owner’s plan covers everyone.
Removing a member
In Workspace Settings, under Members, choose Remove member on their row. They lose access at once. The forms they made stay in the workspace.
Leaving a workspace
A member can leave from the workspace switcher with Leave workspace. To come back, they need a new invite.