PlatoForms User Guide
  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Invite team members

This article introduces how to invite team members.

Team member limits

  • Free Plan: Invite up to 2 team members after the 15-day trial.
  • Premium Plans: Depending on your selected plan, you can invite 5 to 50 team members to join your collaborative workspace. For more details, refer to Pricing.

Invite team members

  1. Go to the Dashboard.

  2. Click on your team name at the top of the left navigation.

  3. From the dropdown menu, choose the team you want, and then select Team Members.

    Team members

    This will direct you to the Team page.

  4. Click on the Invite Team Members located at the top right.

    Invite team members

  5. In the pop-up window, enter the email addresses of the new members you want to invite, and then click Send.


    Invite multiple members by entering their email addresses separated by commas.

    Send invitation

After sending your invitation, the recipients will get an email. You can also find pending invitations on the Team page.

For the invite to work, the recipients need to click the confirmation link in the email and sign up for PlatoForms. If they don’t have an account, they can create one during this process.

After they’ve accepted, they’ll be part of your team, their email will be on your team’s list, and they can access your forms.

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