Workspaces, members and roles
Organize customers, projects, forms and member permissions without mixing data.
Understand the hierarchy
A workspace groups its forms, clients, projects and members. Select the intended workspace before changing configuration or inviting teammates. Each account can own up to three workspaces under the current policy.
A client can contain projects. A project can contain forms, allowing agencies to distinguish customers and campaigns without sharing unrelated lead inboxes.
Invite a teammate
Step 1: Select the workspace
Use the workspace picker in your dashboard. Verify the selected workspace before inviting anybody.
Step 2: Invite by email
In Team, invite an email address and choose an available role. Seat limits are enforced by the current plan.
Step 3: Review access
When the invitation is accepted, confirm the member has the correct role. Remove or change access when the project ends.
Roles and tokens
Workspace roles include Owner, Admin, Member and Viewer. View-only members cannot perform protected mutations. Administrative and owner actions have stricter permissions.
API tokens carry explicit scopes and belong to their issuing workspace. A person with membership in another workspace cannot use one workspace token to access unrelated data. Workspaces owned by the same account share its subscription and metered plan allowances.
Read API authentication