PlatoForms User Guide
Collaborate with team
When you create a PlatoForms account, you get your own team workspace. From the Dashboard, you can manage your team’s membership, workspace access, form permissions, and the defaults new forms start with.
Not sure where to start?
- Growing your team? → Invite team members
- Belong to more than one team? → Switch between teams
- Need to control who can edit or view a specific form? → Manage permissions
- Want every new form pre-configured the same way? → Form default settings
- Several forms sharing the same dropdown options? → Team option lists
On this page
- Invite team members: Invite team members to join your team by email. After they accept, they can access your forms.
- Switch between teams: Switch between teams from the Dashboard to access different workspaces and manage forms across multiple teams.
- Manage permissions: Assign per-form roles — Form Editor, Form Submitter, or Form Submission Viewer — to control what each team member can do on a specific form. Team Admins can also manage permissions across every form on the team from a single Form Permissions page, and grant that same cross-form access to specific members via Manage access.
- Form default settings: Set team-wide defaults — submission behavior, the thank-you page, notification emails, styling, and permissions — so every newly created form starts pre-configured.
- Team option lists: Maintain one shared set of dropdown options for the whole team, attach it to Dropdown fields in any form, and push an edit out to every form that uses it.