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How to collaborate with Team members

Question

Can I allow my manager to edit my forms without sharing my login credentials? How can I do this?


Answer

Absolutely! PlatoForms is designed for collaboration and teamwork. You can invite team members, and as the team owner, you can customize their access permissions.

With PlatoForms’ Team feature, you can:

  • Invite team members: Easily invite colleagues to collaborate and share tasks within your team.
  • Switch between teams: Seamlessly navigate between different teams, simplifying the management of multiple projects across various groups.
  • Manage permissions: Assign roles like “Form Editor”, “Form Submitter”, or “Form Submission Viewer” to control each team member’s access, ensuring they have the right permissions for their tasks.

Have more questions? Visit our FAQs page or contact us.