Use Workspaces to manage permissions

Related to:

You can use Workspaces in your Premium to control permissions, ensuring only the right people have access to your typeforms. Move your typeforms around relevant departments as they are being created, and then restrict access to results once they’re live.

This article explains how you can set up Typeform Workspaces to manage permissions.

Data privacy is important to you and your customers. So, with Workspaces you can collaborate on creating a great typeform, while controlling who accesses that typeform’s results.

To create a typeform, you may need the collaboration of many departments in your business.

To manage this process safely, as an account holder you can set up a different Workspace for each person. When you need someone to say, get creative with design, simply go to the relevant Workspace, click Add users, and enter their email address. In this way, you can easily manage who has ownership of your typeforms.

Here’s how that setup might look:

Screenshot showing example of workspace names

I’ve invited the relevant person to each Workspace. They can edit any typeform in their Workspace, but do not have access to other Workspaces. As account holder, I have access to everything except team members’ personal Workspaces.

Example workflow

Workflow for using Workspaces as permissions

1: I need various roles to work on my typeform. First I create a draft typeform, then I duplicate it, and move this to the Copywriter’s Workspace.

2: When the copywriter has finished polishing the language, I move the typeform to the Designer’s Workspace.

3: In this Workspace, the Designer can work their magic and make the typeform look great. Once they’ve finished, it’s duplicated and moved over to the Data Workspace.

4: Now we make the typeform public. Despite working on its creation, the copywriter and designer no longer have access to this typeform from their Workspaces. The Data Analyst is the only person who can see the back-end of the typeform in the Data Workspace. They can analyze the data then prepare a report.

Read more about managing teams with workspaces.