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User Guides

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 Business plans and above.

For a full breakdown of account roles, what each person can see, and how invitations work, see Team members and roles.

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

Any account member can create and edit projects when the account’s plan includes Projects, as long as they can access that project afterward. Only account administrators can delete a project.

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 under Team members, then add them to the appropriate projects.

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

When you add someone through Add Member, they receive a Member badge on the project. The account owner and the person who created the project receive an Admin badge. These badges are informational; access is the same for everyone on the member list. See Team members and roles for details.

Who sees which forms

Account administrators see every form. Account members only see:

  • Forms that are not assigned to a project
  • Forms inside projects where they appear on the Members tab

If a form should be visible to everyone on the account, leave it unassigned. If it should be restricted, assign it to a project and add only the people who need access.

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.

Members who could see the form before may lose access if they are not on the destination project’s member list. Account administrators always retain access.