Invite your team

There is no limit on users: invite everyone who builds forms, fills them in out in the field or reads the answers.

1. Send an invitation

Open Invitations in the admin menu.
Enter the person's email address and choose their role.
Send. They receive a link to set their password.

To sign up many people at once, use a signup code that you hand out to your team instead.

2. Pick the right roles

Roles define what each person can do in the instance: build forms, see answers, administer. Keep the administrator role for a few people only.

3. Organise people into groups

Groups (and sub-groups) are mainly used for sharing: a form can be reserved for a group, with a level per form — Fill in, View responses or Manage.

Example: the "Field team" group fills in inspections, the "Management" group reads the answers.

4. Secure the accounts

Your colleagues can turn on two-factor authentication. The administrator can also enable sign-in with Google, Microsoft, Apple, Facebook or any OpenID Connect provider.

All the details: Instance administration.