How to Give Roles to Your Team Members

With Jotform Teams, you can easily manage roles and permissions for your Enterprise server’s team members, allowing you to assign responsibilities, control access levels, and ensure efficient collaboration across your organization.

Giving roles to your Team Members is pretty simple. Here’s how to do it:

1. On the left side of your Workspace page, click on My Workspace.
2. Then, in the menu that comes up, under Team Workspaces, select the team you want to manage.

3. Next, on the right side of All Assets, click on the Three Dots icon, and in the menu that comes up, select Manage Members.

4. Now, in the Manage Members of Your Team window, click on the Dropdown menu on the right side of the member you want to manage, and then select from the following role options:
   • Team Admin — Can manage members and view, move, edit, and delete assets and data.
   • Data Collaborator — Can view assets and edit data.
   • Data Viewer — Can only view assets and data.
   • Creator — Can view and edit assets, but can’t view data.
   • Remove from Team — Can revoke a member’s access and remove them from the team.

That’s it! With just a few clicks, you can tailor your team’s access and responsibilities—keeping your workspace organized and your data secure. You can also manage your members from Team Workspaces and Team Settings. Check out this guide on How to Manage Team Members in Teams to learn more about it.