Team Collaboration

Team Collaboration

Invite team members to your workspace so they can create, edit, and manage forms together.

Inviting Members

  1. Go to Organization Settings from the main navigation.
  2. Click the Members tab.
  3. Click Invite Member.
  4. Enter the person's email address.
  5. Click Send Invite.

The invited person will receive an email with a link to join your workspace.

Accepting an Invitation

When someone is invited:

  1. They receive an email with an invitation link.
  2. Clicking the link takes them to Rowform.
  3. If they already have an account, they're added to the workspace.
  4. If they don't have an account, they'll create one and then be added.

Managing Members

Viewing Members

Go to Organization Settings > Members to see:

  • All active members with their email addresses.
  • Pending invitations that haven't been accepted yet.

Removing Members

  1. Find the member in the members list.
  2. Click the Remove button next to their name.
  3. Confirm the removal.

Removed members lose access to the workspace and all its forms immediately.

Canceling Pending Invites

If someone hasn't accepted their invitation yet:

  1. Find the pending invite in the members list.
  2. Click Cancel to revoke the invitation.

Tips

  • Invite team members before creating forms so everyone can collaborate from the start.
  • Remove members promptly when they leave the team or project.
  • Use workspaces to control which forms each team sees — members only access forms in their shared workspace.