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User Groups let admins bundle team members together and grant them workspace or form access all at once. Instead of assigning permissions to each member individually, you can manage access for an entire group in one place.
User Groups are available on the Team and Enterprise plans. Learn more about the Team plan.

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Create a group

1

Open group settings

From your dashboard, click your Account name in the upper left corner and select Settings. Then, switch to the Groups tab.
2

Create a new group

Click + New group and give the group a name.
3

Add members & change permissions

Using the dropdown menu on a group you can manage members or change the permissions of this group.

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Assign permissions to a group

Groups can have Use or Edit permissions on workspaces or individual forms, apps, or databases within a workspace.
  • Use – Members can view forms and their results and use apps but aren’t able to edit them.
  • Edit – Members can edit and remove forms, apps, and databases.
If a user has permissions from multiple sources (e.g., directly and via a group), the highest permission always wins. For example, if a group grants Use access but the user was individually granted Edit access, they’ll have Edit access.
Use permissions are currently not implemented on databases. If a user only has Use permissions for a database, it will not show up for them.

Granular Permissions

Set member access levels and restrict integration accounts.

Manage Members

Add, remove, and update team members.

Workspaces

Organize forms in folders and control user access.