InfiForm Docs
InfiForm Docs
Welcome to InfiFormQuickstart GuideMigrating to InfiForm

Core Platform

Data & Workflows

Organizations & WorkspacesTeam Roles & Permissions

Developers

Teams & Workspaces

Team Roles & Permissions

Invite colleagues, clients, and collaborators with role-based access control.

Team Roles & Permissions

Invite teammates to collaborate on form creation, design reviews, and response management without sharing account credentials.


Inviting Team Members

  1. Go to Settings → Team.
  2. Click "Invite Member".
  3. Enter their email address and select their permission role.
  4. They will receive an email invitation to join your workspace.

Role Matrix

CapabilityOwnerAdminMember
Create, Edit, & Delete FormsYesYesYes
View & Export SubmissionsYesYesYes
Connect Integrations & WebhooksYesYesNo
Invite & Manage Team MembersYesYesNo
Manage Custom DomainsYesYesNo
Billing & Subscription ManagementYesNoNo
Delete OrganizationYesNoNo

Organizations & Workspaces

Manage multiple client projects, brand assets, and forms in separate isolated workspaces.

InfiForm REST API

Programmatically manage forms, retrieve responses, and automate workflows via our REST API.

On this page

Team Roles & PermissionsInviting Team MembersRole Matrix