Team And Access
Give each person the access they need, and nothing more. Everything on this page is set in the Formerie app, under a workspace’s Members tab or a form’s Members tab.
Workspaces
A workspace holds forms, members, recipients, senders, domains, and templates. There is no limit on the number of workspaces. A person can create and belong to as many as they need, and agencies often keep one workspace per client.
Plans and limits apply to each workspace, not to each person. Each workspace has its own plan, and one paid plan doesn’t cover several workspaces. Fair use is described in the acceptable use policy.
Free workspaces can have up to 3 members. Paid plans have no per-seat charge.
Workspace Roles
A workspace role applies to every form in that workspace.
| Role | What it allows |
|---|---|
| Owner | Everything, including members and settings |
| Admin | Everything on forms, submissions, and members |
| Editor | View, edit, and publish forms |
| Viewer | View form setup, without submissions |
Form Roles
Invite someone to one form when they don’t need the whole workspace.
| Role | What it allows |
|---|---|
| Admin | Manage the form and its submissions |
| Editor | View and edit the form, without publishing it |
| Submissions | Read submissions, without changing the form |
| Viewer | View form setup, without submissions |
For example, give a client the Submissions role on their contact form. They can read each message, and they can’t change the form.
Invitations
Invite people by email from either Members tab. You can see pending invitations and revoke them, change a role, or disable a member.
Activity And Sign-In
Each workspace and form keeps an activity history for configuration, members, and delivery retries. Accounts can use multi-factor authentication and passkeys.
Not Available Yet
Custom roles, with permissions you pick one by one, aren’t available yet. Use the roles above.