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Add users to Organizations and Workspaces

With a Plus or higher account, you can give multiple users access to your Organization and Workspaces so they can collaborate on your typeforms and access results. It’s a great way to involve stakeholders in your projects – and take some of the workload away from you!

Sharing access to your typeforms is easy - all you need is someone's email address, associated with their Typeform account (if they don't have an account, they'll be invited to create one). You can do this with any Plus or above account.

If you don't have enough seats on your plan to invite new members, check out this article on how to buy more.

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Warning! If your team members still don’t have a Typeform account, they’ll need to accept the invitation you send them. They’ll be asked to create an account and then will be able to see the shared Workspace.

Adding users to your Organization

You can add users to an Organization by logging into your Typeform account and opening your Account Settings. Click on your alias in the upper right corner of your Workspace to go to Settings:

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Now click on Members, where you can add to and manage your team:

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Click Invite members to do just that - by adding their email addresses. They will appear in your organization as soon as they have accepted the invitation.

You can remove members from your organization by clicking the three-dot icon next to their name and clicking Remove from organization:

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Removing a user from your organization will remove the user from all of the organization’s workspaces. If the user had any workspaces in your organization that they hadn’t yet shared, those will be added to your account. Additionally, any integrations the user set up will stay active.

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You can also manage user-level permissions from the Members page. If you’re logged in with the main email address associated with the Typeform account, you’ll likely be considered the account’s Owner.

You can give your other team members Admin or Member rights, depending on what permissions you want them to have. There is no limit to the number of Admins in an account. 

Here is a breakdown of account Owner, Admin and Member permissions:

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Adding users to your Workspaces

1. To add users to your Workspaces, first go to the Workspace you want to share with someone. Click on the people icon that appears next to your profile icon.

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Team members will only be able to see the Workspaces that have been shared with them. So you can keep your poker night typeform in a private Workspace, and no one will be able to see it!

2. Type in the user’s email in the window that pops up. Then click Invite to send the invitation to that person. Note that until a user accepts the invite, their name will not be displayed in the user list (but their email address will).

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3. Once the user has received an invitation, they should click the Join Workspace button in the email they receive, then log into their account.

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4. Shared Workspaces will display in the Shared section of the Workspace sidebar. Team members’ profile icons appear next to the name of the Workspace so you can glance quickly at who has access to that Workspace.

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5. Once added to a workspace, users can be either Workspace Owners or Workspace Members. Account Owners (see previous section) are automatically given Workspace Owner status when added to a Workspace. Here's a breakdown of Workspace permissions:

All workspace members can create typeforms; edit, setup, or delete integrations or questions; view form results; and copy typeforms from the workspace. Workspace owners can additionally invite and remove other members from the workspace, delete typeforms from the workspace, delete typeform results, move typeforms between workspaces, and delete workspaces.

Workspaces can have multiple Owners. To assign ownership to a Workspace Member, open the membership management dialog, click the three dots next to that person's name, and click Assign as owner

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You can use the same three-dot menu to unassign ownership from the user. 

6. To remove someone as a collaborator on a Workspace, open the membership management dialog, click the three dots next to that person's name, and click Remove from workspace

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Note! Removing a member from the workspace doesn’t automatically remove them from the team. You'll still see them as an organization member in the Members section of your account settings.

 

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