How to Add New Members to a Team

November 23, 2022

With Jotform Teams, you can make your team workspace available to others at various access levels depending on your preference.

  1. In the shared workspace, click the button in the middle of the screen that says Invite Team Members.
Image of a Teams workspace with an arrow pointing to the Invite Team Members in the middle of the workspace.

If you already have forms in your shared workspace, you can click the Invite button on the top right side of the screen.

Image of a Teams workspace with an arrow pointing to the Invite button on the top-right side of the screen.
  1. A window will pop up where you can enter your team members email, assign their role, and customize the invite with a message. Check out our guide on member roles to learn more about capabilities within each role.
Image of the invite members window with a dropdown menu listing the roles you can choose.
  1. When you send your invitation, a little green message next to your new team members name will come up confirming they have been invited.
List of team members with a green confirmation message next to one team members name.
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