Complete Team Setup Guide

This guide walks you through the full process of setting up a NueForm team, from creation to ongoing management.

1. Create a Team

1. Navigate to the Teams section from your dashboard.
2. Click Create Team.
3. Enter a team name (e.g., "Marketing Team").
4. A unique team slug is automatically generated from the name.
5. Click Create.

You are automatically assigned the Owner role with full access to all team settings.

2. Set Team Branding Defaults

Establish a consistent visual identity for all team forms:

1. Go to your team settings.
2. Select the Branding tab.
3. Upload your team logo (PNG, JPG, or SVG — recommended 200x60px).
4. Set your primary color, background color, and text color using hex values or the color picker.
5. Choose a default font from Google Fonts.
6. Optionally add a custom footer message (useful for legal disclaimers).
7. Click Save.

All new forms created within the team will automatically use these branding defaults. Individual forms can still override team branding with their own themes.

3. Configure Team Subdomain / Custom Domain

Subdomain (Pro and Enterprise)

1. Go to team settings and select Domains.
2. Enter your desired subdomain (e.g., yourteam).
3. Click Save.
4. Your team forms are now accessible at yourteam.nueform.io/form-slug.

Custom Domain (Enterprise only)

1. Go to team settings and select Domains.
2. Click Add Custom Domain.
3. Enter your domain (e.g., forms.yourcompany.com).
4. Add the provided CNAME record to your DNS provider:
   • Host: forms (or your subdomain)
   • Value: The CNAME target shown in NueForm
5. Click Verify Domain.
6. Wait for DNS propagation (typically 5-30 minutes, can take up to 48 hours).
7. SSL is automatically provisioned once verification succeeds.

4. Invite Team Members

1. Go to team settings and find the Members section.
2. Click Invite Member.
3. Enter the person's email address.
4. Select their role:

5. Click Send Invitation.

5. Invite Guests for External Collaboration

For external collaborators who need access to specific forms (not all team forms):

1. Open the specific form in the builder.
2. Click Share in the header.
3. Select Invite Guest.
4. Enter the guest's email and choose View or Edit permission.
5. Click Send Invitation.

Guests only see the forms they are invited to. They do not count as paid seats.

• Pro teams can have up to 10 guests.
• Enterprise teams can have up to 50 guests.

6. Save and Share Team Templates

Create reusable form templates for your team:

1. Build a form with your common questions, logic, and styling.
2. In the form's settings, click Save as Template.
3. The template is available to all team members when creating new forms.
4. Team members can select Create from Template and choose from the team's template library.

Templates include questions, logic jumps, variables, and theme settings but not response data.

7. Monitor Team Activity with the Audit Log

Enterprise teams have access to the audit log for compliance and oversight:

1. Go to team settings.
2. Select the Activity tab.
3. View all team actions in reverse chronological order.
4. Use filters to narrow by action type, user, or date range.
5. Click Export to CSV to download the activity log.

The audit log is immutable and retained for a minimum of 6 years for HIPAA compliance.

8. Track Team Performance with Analytics

1. Go to team settings.
2. Select the Analytics tab.
3. View aggregated metrics:
   • Total responses across all team forms.
   • Completion rates by form.
   • Response trends over time.
   • Top-performing forms.
   • Team member activity.

Use these insights to identify which forms need optimization and which team members are most active.

9. Manage Team Billing

1. Go to team settings.
2. Select the Billing tab.
3. From here you can:
   • View your current plan and seat usage.
   • Upgrade or downgrade the team plan.
   • Add extra editor/admin seats (Enterprise: $1/mo per additional seat).
   • View past invoices and payment history.
   • Update the payment method on file.

Related

• Teams — Full teams reference
• Team Branding — Branding configuration details
• Guest Access — Guest management details
• Audit Log — Activity tracking details