Add or remove team members

Invite a processor by email and remove people who leave.

Steps

1. 1

   Open Settings, then Team. Only the account owner sees this page.

2. 2

   Type the person’s email under Invite a team member and press the invite button.

3. 3

   They get an email. The invitation link works for 7 days and can be used once.

4. 4

   They create their password and join your company. They can send forms and read submissions; billing and settings stay with the owner.

5. 5

   To remove someone, press Remove next to their name. Their past submissions stay with your company.