How can I connect my Stepper account to another Paperform team as a sub-user?

When collaborating with others, you may need to build a Stepper workflow using a form owned by another Paperform team member. This article outlines how to connect a sub-user Stepper account to the Paperform account that owns the form.

Note: The following instructions are for sub-users of a Paperform account. For more information about sub-users, please see our Manage Users and Teams Guide.

Connect Your Stepper Workflow to another Paperform Team

1. Login to Paperform and switch to the team that contains the form you’d like to create a Stepper workflow with.

   You can do this by either clicking on the profile picture in the upper right-hand corner of the screen and clicking the team you’d like to switch to or by clicking the team initials on the left-hand side of the screen.

   

2. Navigate to the Account Settings → Developer page.

3. Click Create Access Token.

4. Give the Access Token a name and click Ok.

   

   You'll then be presented with an API key.

   Do not share this API key. API keys are to be treated like passwords and kept secure.

5. Copy the API key.

6. Switch back to your own personal Paperform account.

7. Open Stepper.

8. Click Connections.

9. Click New Connection.

10. Click Paperform.

11. Paste the API Key in the API key field and click Continue.

If successful, the new connection will show up and the status will be valid:

From here, you can build workflows using the forms you have access to from the other Paperform team.