Team Collaboration
Manage forms as a team, not a solo act
Invite staff, assign roles, and collaborate on forms together. Role-based access keeps everyone in the right lane — Admins control settings, Members focus on forms.
How team access works in formwhale
Get your whole team up and running in minutes — no IT department required.
1
Invite your team
Send email invitations to staff members directly from your formwhale dashboard. They sign up and land straight in your organisation's shared workspace.
2
Assign roles (Admin / Member)
Choose Admin or Member for each person. Admins manage billing, settings, and users. Members can create and manage forms without touching sensitive settings.
3
Collaborate on forms
Your whole team shares one form library. Build, edit, and review submissions together — no more emailing spreadsheets or managing separate accounts.
Built for organisations that run on teamwork
Whether it's a church office, a nonprofit program team, or a school admin department — formwhale keeps everyone on the same page.
Church Staff Teams
Pastors, office administrators, and ministry leaders all in one workspace. Each person manages their own forms while the Admin keeps oversight of the whole operation.
Nonprofit Departments
Programs, fundraising, and volunteer coordination teams each manage their own forms without stepping on each other. Shared visibility, individual ownership.
School Administration
Registrars, department heads, and support staff collaborate on enrolment forms, permission slips, and event sign-ups under one school account.
Healthcare Intake
Front-desk staff, practitioners, and administrators access patient intake forms and appointment requests from a single shared workspace — with full audit visibility.
Property Management
Leasing agents and maintenance teams share access to tenant applications, inspection checklists, and maintenance request forms — always up to date for the whole team.
Event Coordinators
Coordinators, volunteers, and venue managers each play a role. Share RSVP forms, registration data, and event workflows without sharing passwords or accounts.
Everything your team needs to work together
Role-based access control
Admins and Members see exactly the right things. Sensitive settings, billing, and user management stay with Admins — Members get everything they need to build and manage forms.
Shared form library
Every form your organisation creates lives in one shared workspace. Any team member can view, edit, or review submissions — no silos, no lost templates.
Audit trail visibility
Admins can see what changed, when, and by whom. Keep your team accountable and your organisation protected — without micromanaging.
Admin-only settings
Billing, branding, organisation details, and user management are locked to Admins. Members do the day-to-day work without the risk of accidental changes to critical settings.
What can each role do?
Two roles, clearly defined. No guesswork about who can do what.
| Permission | Admin | Member |
|---|---|---|
| Create & edit forms | ||
| View submissions | ||
| Delete forms | ||
| Invite team members | ||
| Manage billing & plan | ||
| Update organisation settings | ||
| View audit trail | ||
| Use AI form builder |
Business Plan
Team collaboration is a Business plan feature
Upgrade to Business to unlock multi-user access, role-based permissions, and audit trail visibility. Start with a free account and upgrade when your team is ready to grow.
Get started free View pricing →Frequently asked questions
How many users can I invite?
On the Business plan you can invite multiple team members to your organisation. The exact seat limit depends on your plan tier — check the pricing page for current limits. Every invited user lands in your shared workspace and can start collaborating immediately.
What's the difference between Admin and Member?
Admins have full access — they can create and delete forms, manage billing, update organisation settings, invite or remove team members, and view the audit trail. Members can create and edit forms and view submissions, but cannot delete forms, manage users, or access billing or organisation settings. It's designed so your team can do their work safely without risking accidental changes to critical account settings.
Can members delete forms?
No. Form deletion is restricted to Admins only. Members can create, edit, publish, and unpublish forms, but only an Admin can permanently remove a form from the organisation. This prevents accidental data loss in teams where multiple people share access to the same library.
Is there a per-seat cost?
No. formwhale does not charge per user. The Business plan is a flat monthly fee that includes multi-user access for your whole team. Add as many team members as your plan allows without worrying about per-seat charges adding up.
Get started free
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