How to Create a Team in Jotform Teams

November 15, 2022

Jotform Teams is a new way to collaborate on forms and collect form responses. Instead of individually adding collaborators to your forms and data, you can now create a team and work on the same forms in real time.

  1. Open the product list menu on the left side of the form builder and click the Create a Team button.
Image of the Teams workspace with an arrow pointing to the create a team button on the left side of the screen.
  1. A window will pop up asking you to name your team, invite team members, and choose their roles within the team.
Image of the create a team modal with the options to make your team members admins, collaborators, data viewers, or creators.
  1. Click the green Create button, and your shared workspace will appear. Now you can collaboratively create forms, tables, and approval flows with your team in real time.
Image of the Jotform Teams workspace.
  1. Don’t forget to customize your privacy options. Click the Team Settings button in the bottom left corner of your Teams workspace. If you select Organization Visible, everyone in your organization will be able to see your team. If you select the Private Team option, the only people that can see your team are the people you invite.
Image of Team Visibility options within Team Settings.
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