Send an invite to other team members to work together on your Formlis

How it works

As a workspace owner, you can invite other users to join their Formli project. Invited users will receive an email with instructions on how to join the workspace. All team members can create and customize Formlis, see response data and use all other features. Every owner can also revoke the invite or delete other workspace members if they have already confirmed the invite.

Setup Guide

Step 1 - Send an invite

1. Go to Settings

2. Open Team tab

3. Enter the email of your team member in the Email Address field

4. You can choose between Owner or Member roles in the dropdown. Users with Member roles cannot add or remove new users to the workspace.

5. Click Add to save the information and send an invite

Step 2a - Accept an invite as a new user

1. Check your email. Click on Accept invitation link in the email

2. Add a password and click on Set my password

3. Click on Join to accept the invitation or Ignore to delete it

Step 2b - Accept an invite as a registered user

1. Click on Manage workspaces in the dropdown menu

2. Click on Invites

3. Click on Join to accept the invitation or Ignore to delete it

How to revoke the invite

1. Click on Pending to see all invites which weren’t been accepted yet

2. Click on the Delete icon to revoke the invite

3. Click on Delete

How to remove a team member from the workspace

1. Go to Settings

2. Open Team tab

3. Click on the Delete icon near the user that should be removed

4. Click on the Delete