Projects and team access

Organize forms and control which account members can access them

Projects group related forms and provide a boundary for shared settings and team access. Project features are available on supported plans.

Create and organize projects

Open Projects, create a project, and give it a descriptive name. You can assign a form to a project when creating the form or from the form’s Settings tab.

A project can group:

• Forms
• Native integrations
• Email templates
• Time-zone settings
• Selected account members

Add project members

Open a project and select Members. Account administrators can add existing account members to the project or remove members who no longer need access.

Only people who already belong to the account can be added to a project. Invite someone to the account first, then add them to the appropriate projects.

Account administrators automatically retain access to every project and cannot be removed from an individual project.

Move a form between projects

Open the form’s Settings tab, find the Project section, choose the destination project, and save. Review integrations, templates, and member access after moving a form so the destination project’s configuration matches your expectations.