Teams

Teams let you collaborate with other people inside Firaform — share forms, files, and settings with teammates while keeping control over access and permissions.

Key Concepts

• Teams group users under a single workspace. Each Team has an owner and members.
• Team members can have roles that determine what they can do (member, manager, admin, owner).
• Team data (forms, submissions, integrations, files) is scoped to a Team.

Roles & Permissions

• Owner – Full control. Can manage team membership, transfer ownership, and delete the team or its forms.
• Admin – Can manage settings and members, create/edit forms and most settings.
• Manager – Can edit forms and view submissions, but with fewer admin capabilities.
• Member – Basic access: view and submit forms, receive notifications if configured.

Note: Role names and capabilities may be restricted by your organization’s policies.

Invite & Manage Members

1. Go to Team → Members
2. Click Invite or Add Member and enter the teammate’s email
3. Select a role for the user and confirm the invite

Invitations create a pending invite that the user must accept before they can access the team.

Change Roles

• Owners and admins can update a member’s role from the Members page.
• Role changes are applied instantly.
• You cannot change the owner’s role (you must transfer ownership first).

Remove or Leave a Team

• Owners and admins can remove members from the team.
• Members who want to leave should use the Leave Team option in their profile or the team menu.
• Owners cannot remove themselves; they must transfer ownership before leaving.

Transfer Ownership

• The current Owner can transfer ownership to any existing team member from the Members page.
• After transfer, the previous owner usually becomes an Admin.

Team Notifications

• Form settings may include notification addresses — only team members can be added as recipients.
• Make sure teammates are added to the team before assigning them notification recipients.

Best Practices

• Give people the minimum role they need to do their job (principle of least privilege).
• Use Managers for day-to-day form administration and Admins/Owners for higher-level control.
• Export important data before deleting a team or form.
• Keep an up-to-date list of team members and their responsibilities.

If something seems wrong or you have questions about roles and access, contact your Team Owner or consult your administrator.