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Form Collaborator Roles
Form Collaborator Roles
Written by Hannah Hill
Updated over a week ago

Who Can Do This?

  • Dashboard Users

  • Owners

If you'd like to invite colleagues to collaborate on a form with you, there are four different levels of access the owner of a form can grant to others. Follow the steps below to invite others to collaborate with you.

Click on the form you'd like to invite others to work on with you.

From your form navigation bar on the left side of your page, click Manage Access.

If you have no existing collaborators, you can click the purple Invite Others button in the middle of your page, or the plus sign in the top right corner.

If you have existing collaborators, but would like to add additional ones, you can click the plus sign in the top right corner.

After clicking one of those options, you will see a list of users that are associated with your organization appear on the right side of your screen.

To choose a collaborator, simply click on their name. You can choose as many collaborators as you need during this step. You can also search their name by using the search bar, or use the arrows at the bottom of the selection window to look through additional names, if your organization has many users.

Once you've chosen your collaborators, click the blue Save button at the bottom of the selection window.

You should now see the collaborators that you chose listed in the middle of your screen. To change the level of access each collaborator has to this form, click the dropdown next to their name to see all three access options.

Read Only

Collaborators with this role can view the form and export its responses, but cannot make any changes to the form.


Builders can view all form data and can modify the form. This is good for team members who need to access the form but should not be able to modify others’ access.


Administrators can do anything a form owner can do except rename or delete the form. They can make changes to the form, export all of its data, and invite other collaborators. This role should only be given to users that you trust with a high level of access.

For each person, choose the role that best fits what kind of access they'll need.

At any time, you can remove someone as a collaborator by clicking the trash icon next to their name, change their level of access by using the dropdown menu, or add new collaborators by clicking the plus sign in the in the right corner.

Keep in mind that if this form has already been assigned to a Team, you will have an additional section at the bottom of this screen titled Manage Team Access. You can use the dropdown in this section to manage the level of access the entire team has to this form.

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