Team & Permissions

Roles

Formtress supports role-based access control within each workspace.

Role	Can view submissions	Can manage forms	Can manage integrations	Can manage workspace settings	Can manage team
Owner	✅	✅	✅	✅	✅
Admin	✅	✅	✅	✅	✅
Member	✅	✅	✅	❌	❌
Developer	✅ (except hidden)	✅	✅	❌	❌

Key differences

• Members can view submissions and manage forms and integrations, but cannot change workspace settings or manage team members.
• Developers have the same permissions as members, but cannot see submissions that have been hidden by owners or admins.

Inviting members

1. Open your workspace settings.
2. Find the Workspace settings section.
3. Click Invite Member (or Invite Owner if you’re a developer).
4. Enter their email and select a role.

The invited user will receive an email with a link to join the workspace.

Client workspaces

A common pattern for agencies:

1. Create a workspace for your client.
2. Set up their forms and integrations.
3. Invite the client with the Owner role later.
4. If the client upgrades their plan, you earn a percentage of the sale (WIP).

This lets you set up everything quickly and then hand it off to the client without needing to manage billing or access long-term.