Managing Users and Teams Guide

Teams allow you to invite other Paperform users to access your account and depending on your plan to give them access to your Paperform products.

You can use roles and spaces to restrict which actions a member of your team can take.

You can be part of many teams but can only own one team.

If a user only belongs to other users’ teams, they can create a team from the avatar menu. Creating a team will automatically start a Paperform trial for that team:

1. Select the avatar icon on the top right and select “Create new team”.
2. Select “OK”.

If you are a part of multiple teams, you can switch between teams easily:

1. Open the avatar menu.
2. Select the team you want to switch to.
3. Click “OK”.
4. See data for the new team only.

• Full control over all of the forms and account settings.
• Full control over Users/ Viewers.
• Ability to add payment accounts.

• Create, update and delete forms and view their respective submissions.
• Access to spaces/ tags is restricted until assigned by an Admin.
• Forms created by Users are automatically added to the space they are assigned to.

• Read-only access to form submissions.
• Access to spaces/ tags is restricted until assigned by an Admin.
• Cannot create, update, or delete forms.

Access to accounts only.

When sending an invite, you can configure the roles that person will have on your team. The invited user can then add themself to your team if they already exist or register and be added to your team.

To complete this action, you must have admin permissions

1. Go to Account Settings → Manage Users.
2. Click the "Add User" button.
3. Enter the name and email address of the user.
4. Choose the type of user.
5. If the user is not an admin, you can optionally set a tag to restrict the user to, as well as assign which Spaces you want the user to have access to.
6. When you’re done, click the "Create User" button.

The user will immediately be sent an email inviting them to join the team.

After the user is created, you can update or remove them at any time from the Manage Users page.

To accept the invitation, click on the invitation link in the email and follow the prompts. Once you complete the invitation process you will be logged in on your dashboard for that specific team.

To complete this action, you must have admin permissions

If you would like to edit an existing sub-user permissions, follow the steps below:

1. Go to Account Settings → Manage Users.
2. Click on “Edit” with the user you want to update.
3. Make changes to the user then click “Save”.

To complete this action, you must have admin permissions

1. Go to Account Settings → Manage Users.
2. Choose the user you wish to delete and click the 'X' from the Delete column, next to their name.
3. When prompted with the message "Are you sure you want to remove this user?", click Yes.

The user will immediately be removed from the list of sub-users.