Teams

You can view AI Agents stored inside a Team directly from your Team Workspace. Here’s how to do it: First, in the Team Workspace, click on the Filter dropdown in the toolbar in upper right side of the screen. Next, uncheck all...

If you need to work on an asset individually, keep a personal version, or reorganize how your content is stored, you can move an asset from a team workspace into My Workspace. If the asset you’re attempting to move is connected to other...

In this guide, we’ll walk through the process of creating workflows directly in a team. This way, automations, approval processes, and collaborative logic stays organized and accessible to the right team members. Before creating anything, make...

Team roles determine what someone can do inside a specific team workspace. Each team role provides a different level of access and responsibility, and users can hold different roles in different teams.  These roles are different from user...

Assets can’t be transferred directly from one team workspace to another. To move an asset between teams, you’ll first need to move it into My Workspace, and then move it into the target team.  Additionally, assets can only be moved one by...

The default Member Role determines the permissions that a new user receives when they join a Team. Team Admins can update this setting at any time from the Team Settings panel. Changing the Default Member Role First, in the Team...

Team Activity Logs show the actions performed by team members in the workspace, helping you track changes and understand recent updates. You can view them quickly from the workspace or access a detailed, filterable log through Team Settings....

You can allow users to view submission data without logging in by adjusting the team’s security settings. Here’s how: First, in the Team Workspace, click on the Team Settings button in the bottom-left corner of the...

If you no longer need a Team that you’ve created, you can delete it from within the Team Workspace settings. Before deleting a team, you’ll want to make sure that the Team Workspace is completely empty and that the team’s Trash contains...

As a Team Admin, you can change your Team’s timezone settings to set a default timezone for all activity within that team. That timezone will be used for all team-level timestamps, including submission times in team tables and reports, workflow...

What Is the Team ID Used For? Team IDs are needed when connecting your team workspace to certain integrations, automations, or API-based tools. It uniquely identifies your team when making API calls related to team assets, setting up advanced...

As a Team Admin, your Team Settings allow you to manage the core details and configuration of each Team Workspace. From here, you can update the Team’s name, control appearance elements, and manage your users’ access  and roles. Accessing...

Team Workspaces can be personalized to match your organization’s branding or to better represent each team’s individual aesthetic. You can update the workspace name, upload a logo, and change the background image, so each workspace is visually...

Team Workspaces may contain many different kinds of assets—such as forms, tables, reports, and other items your team members create. Each workspace also includes a Filter menu, which lets you filter your asset list and show only the asset types...

The workflow toolbar shows different actions depending on your role in the team and how many workflows you select at once. When you select a workflow, you may see one or more of the following options: Label As – Assign a label to the...

Moving your existing Forms, AI Agents, Boards, and other assets to Teams helps keep everything organized and accessible to your team. It simplifies collaboration, provides better control over resources, and removes the need to manage individual...

You can view Workflows stored inside your Team Workspace directly from your team workspace page. Here’s how: First, in the Team Workspace, click on the Filter dropdown in the toolbar. Next, in the dropdown, uncheck all Asset types...

You can view Submissions for Assets stored in a Team Workspace in multiple different ways. Take a look at the options below to see which one best fits your needs.. Viewing Submissions in Inbox First, in the Team Workspace, hover your...

Users with editing permissions (Team Admin, Creator) can modify Forms within their Team Workspace. Since Team Workspaces are accessed through the My Workspace page, you can edit Team Forms from there. Let’s do it: In the My Workspace page,...

This guide explains how to create new forms directly inside a Team Workspace, ensuring all team assets stay organized and accessible to the right members. Before creating anything, make sure you're working inside the correct team:  First, in...

The Team Workspace brings all of your team’s content together in one place. This section walks through how to access a workspace and navigate the tools that help you manage its assets. Accessing a Team Workspace In My Workspace, you’ll...

This guide explains how to view Team Members, adjust roles, and remove users within a Team Workspace. Member management features are available to users with the appropriate administrative permissions. Depending on your organization’s...

Team owners and managers can add people to a Team Workspace to collaborate on shared forms, data, apps, and workflows. Members can be invited individually, in bulk, or through a shareable link. Invite Members from the Team Workspace Invite...

This guide explains how to access all teams in the organization and how to navigate them. How to Access Teams You can access Team from My Workspace, by clicking All Teams on the right side of the top bar. Exploring the Teams...

Server Admins can view and manage all Team Workspaces in the organization. There are two primary ways to access and interact with teams: through the All Teams page in the workspace interface or through the Admin Console. Managing through the...

You can create a Team Workspace either directly from the Workspace menu or through the Admin Console, depending on your role and permissions. Create a Team Workspace from the Workspace Menu To create a team from the Workspace menu, the...

A Team Workspace is a shared area where groups in your organization can work together on Forms, Tables, Apps, and Workflows. It allows members to access and manage shared resources in one place, making it easier for teams and departments to stay...

Labels help you categorize and organize items in your workspace so you can quickly filter and find what you need. You can apply labels to any asset stored in the team workspace. Adding a New Label First, in the Team Workspace, in the...

A consistent organization system helps team members quickly find the assets they need. Below, we’ll go through a few recommended structures based on different ways of working,  Best Practices Using labels, you and your team can organize...