Organize forms and team access

Use Teams to organize monitoring for different groups or clients. Open an existing team to review its members and forms. Choose Add Team to create another team, or Create Now if you have no teams yet, then enter a team name.

Invite a colleague

Open the team details and choose Invite a Team Member. Enter the colleague’s email address and submit the invitation. Check the member list for the invitation’s status. Confirm the address before inviting someone, because team membership gives access to that team’s monitoring information.

Work in the right team

Check the selected account or team before adding forms, changing settings, or reviewing billing. An invitation to one team does not grant access to every team owned by the same person. Billing controls depend on ownership and the team’s billing arrangement.

Keep failure alert recipients up to date separately from the member list. When someone leaves, review both their team access and any form notification addresses.

See manage forms across websites for monitoring organization and billing for subscription guidance.