Add team members to your organizations and workspaces
Wispform allows you to add multiple team members to your account so you can collaborate together on forms and workspaces. You can grant team members the "Admin" role which will give them access to all workspaces and administrative permissions across your organization (such as billing and team management). Alternatively, you can grant members the "Editor" role, which by default gets no access and will require you to share specific workspaces with them so they get editor permission on those workspaces.
Adding team members to your organizations and workspaces is a paid feature. You will be prompted to upgrade to Wispform Business for $45/month or $35/month(billed annually). Each Wispform Business account comes with 5 seats (including your account). Each member you add will get the Wispform Business license.
Use the guide below to learn how you can use this feature
Add an Admin to your organization
Step 1: You can navigate to your Wispform's account setting by selecting account from the dropdown on the top right hand side
Step 2: You can then navigate to the "Team Member" page on the left navigation and click "Add Member". If you do not have Wispform Business, you will be prompted to upgrade to Wispform Business. This will not only get you 5 total seats for your organization to add members but also other advanced features like dropoff insights and user insights.
Step 3: Once the upgrade is complete, click Add Member again and you will see a modal where you can specify the user's email address and role. If the user already has a Wispform account, they will be added to your organization instantly. If the user's email does not have a registered account on Wispform, Wispform will trigger an email invite that will ask the user to register into your organization.
As part of adding a member, you will also be asked to choose a role:
- Admin: User gets permissions across all operations including the ability to edit and manage forms and workspaces as well as the ability to modify team membership and billing detail
- Editor: User gets no permission by default and will require you to share specific workspaces with them. Once a workspace is shared with an editor, they have all permission on the workspace as well as the forms in that workspace.
Note: the first time adding a member may result in you being signed out of your account. This is totally normally as Wispform creates your organization in our database.
Add an Editor to your organization and share a workspace with them
If you choose to grant the editor role, the user by default have no permission on any workspaces
If they signed in, they will only see a page with no permission
To grant the user permission, sign back in to your admin account and go to a specific workspace. Click on "Share" button in the workspace.
You can now add the email address of the editor you previously added to your organization to this workspace. This will grant the user edit access on everything within this workspace including operations on the workspace itself.
Give it a try and feel free to reach out if you have any questions using the chat bubble on the bottom right.
Related Articles