How to Create Teams and Assign Roles on Collaborative Forms & Surveys

Collaborative forms make it easy for teams to work together on forms and surveys. Whether you’re collecting data, managing feedback, or creating internal surveys, assigning roles and managing access ensures everything stays organized.

In this guide, we’ll walk you through how to create teams and assign roles using Formester.

Inviting Members to Your Organization

When you sign up for Formester, your account automatically creates an organization. This is where you manage members and forms. Here’s how to get started:

Step 1: Navigate to Organization Members Go to the Teams tab and click on Organization Members. This is where you can manage your team.

Step 2: Invite Members & Assign Roles Invite people to join your organization by sending them an email invitation. When inviting, assign them one of these roles:

• Admin: Has full control over all forms and settings in your organization.

• Staff: Can only access the forms they’ve been given access to.

Step 3: Collaborate Once your invitee accepts, they can access your organization by switching to it from the top-right corner of the dashboard.

How to Create Teams and Assign Roles

If you need to collaborate with a group, the Teams feature is perfect. It lets you invite multiple people, group them into teams, and assign specific roles for better collaboration.

For example, if you want to run a company-wide survey, you can create a team called "Employees" and assign submitter access to all the employees in that team.

Step 1: Create a Team Go to the Teams tab and create a new team. This allows you to manage forms and roles for the entire group.

Step 2: Invite Members & Assign Roles Send email invites to your team members and assign one of these roles:

• Maintainer: Can manage team memberships, roles, and has full access to all team-assigned forms.

• Member: Can access forms assigned to the team but cannot manage members.

Step 3: Collaborate Assign form-level access to the team to work together on specific forms or surveys.

Set Up Form Level Access

Form-level access lets you control who can see and edit each individual form or survey. You can assign access to specific people or an entire team.

Step 1: Create a Form or Survey Use Formester’s pre-built templates or AI form generator to quickly create your form or survey.

Step 2: Invite People & Assign Roles Go to the Share tab in your form and invite people by searching for their names. Assign roles based on what they need to do:

• Maintainer: Full control over the form, including managing access and editing.

• Editor: Can edit the form and view submissions but cannot manage access.

• Viewer: Can only view submissions and analytics.

• Submitter: Can only fill out and submit the form.

This way, you control exactly who sees, edits, or reviews each form or survey, ensuring secure collaboration.

Why Use Collaborative Forms and Surveys?

Collaborative forms and surveys are essential tools for modern teamwork. Here's why you should use them:

• Clearly defined roles ensure everyone knows their responsibilities, making collaboration smooth and efficient.

• Keep all your forms and access controls in one place for better organization.

• Assigning specific roles reduces confusion and helps your team focus on their tasks.

• Grant form-level access to individuals or teams, ensuring the right people have the right permissions.

• Teams can easily collaborate on forms, share ideas, and manage feedback seamlessly.

Summary

Collaborative forms make teamwork simple by letting you assign roles and control access easily. With Formester, you can create teams, set up roles, and manage permissions without any hassle.

Roles like Maintainer, Editor, Viewer, and Submitter allow you to give the right access to the right people or groups. This saves time, keeps things organized, and improves teamwork.

Sign up to Formester today to make working on forms and surveys smoother and more productive!