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 Team Members.

   

2. Click “Invite to Team” on the top right corner to open the invitation modal.

3. Enter the email address of the user you wish to invite.

   

4. Then, use the toggles to specify their role(s) and permission level. If the user is not an admin, you have the option to restrict which tags and Spaces the user has access to.

5. When you’re done, click the "Send Invite" button.

The user will immediately be sent an email inviting them to join your team. They will be marked as “Pending” until they accept the invitation.

If you exceed the number of seats on your plan while on trial, you will be automatically upgraded to a plan that fits your team. You can check which plan you're on in your Account Settings > Billing page.

Once added to your team, you can update permissions or remove them at any time from the Manage Team Members page.

You can quickly add multiple users to your Papersign or Paperform team from the respective product's Dashboard.

To complete this action, you must have admin permissions.

1. Open the avatar menu.

2. Select “Invite your Team”.

   

3. Enter the email address of user(s) you wish to invite. Separate emails with a comma.

   

4. Select their permission level and which Spaces they have access to.

5. When you’re done, click the “Invite” button.

The users will immediately be sent an email inviting them to join your team. They will be marked as “Pending” until they accept the invitation.

You can view, update, or remove permissions from the Manage Team Members page.

To accept the invitation, click on the invitation link in the email and follow the prompts.

If you already have a Paperform or Papersign account, you'll be prompted to log in with your credentials. Otherwise, you will be prompted to create a new account.

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's permissions, follow the steps below:

1. Go to Account Settings → Manage Team Members.
2. Click on “Permissions” next to 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 Team Members.
2. Click on "Remove" next to the user's name.
3. When prompted with the message "Are you sure you want to remove this user?", click "Ok".

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