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Invite Team Members

You can collaborate with your team by inviting members to your workspace. How to do it: Log in to your SmartFormify Dashboard.On the dashboard header, click the User Menu...

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You can collaborate with your team by inviting members to your workspace.

How to do it:

  1. Log in to your SmartFormify Dashboard.
  2. On the dashboard header, click the User Menu dropdown.
  3. Choose the “My Subscription” option.
  4. Open the Members tab.
  5. Click Invite Member button.
  6. Enter the member’s email address.
  7. Select their role (Admin, Editor, or Viewer). Optionally enable Set Specific Form Permission.
  8. Click Add Member button.

Note:

The invited user will receive an email invitation to join your workspace.

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