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User Management

Manage users and permissions in your workspace.

Inviting Users​

  1. Go to Users → Invite User
  2. Enter email address
  3. Select role
  4. Send invitation

User Roles​

  • Owner - Full access to all features
  • Admin - Can manage users and settings
  • Member - Can create and edit content
  • Viewer - Read-only access

Managing Permissions​

Set permissions per user:

  • Form access
  • Document access
  • Integration access
  • Automation access
  • Team membership

Removing Users​

  1. Go to Users
  2. Find user
  3. Click Remove
  4. Confirm removal

Next Steps​