Managing Users

You can view a project’s member list under the Project's Members tab.

Add new team members

Project invite

If you're a Project Admin, you can invite additional users to a Formium project based on your billing plan. Depending on your plan, you may need to upgrade to invite more users. Invited users will have access to all forms within a project and their access level will determine their permissions within the project. New users will be prompted to create an account before being added to your project.

Project permission levels

There are 2 levels of permissions in Formium: Member and Admin.

Member

Members can view a project's billing, settings, and members and manage forms, submissions, and actions.

Admin

Admins can manage a project's billing, settings, members, forms, submissions, and actions.

ActionMemberAdmin
View forms✔️✔️
Manage forms✔️✔️
View submissions✔️✔️
Manage submissions✔️✔️
View actions✔️✔️
Manage actions✔️✔️
View project settings✔️✔️
View project members✔️✔️
View billing information✔️✔️
Manage project settings✔️
Manage project members✔️
Manage billing information✔️

Changing a project member's permissions

If you’re a project Admin, you can change a project member’s permissions via the Project Members page. To change someone’s role, press Update, then select the permission level of your choice. To remove a team member from a project, press Remove and then Confirm.

Note: as a project Admin, you cannot remove or demote yourself unless there is an additional Admin of the project.

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