Teams

Overview

NueForm Teams let you collaborate with colleagues on forms. Create a team, invite members with different permission levels, and manage forms together.

Creating a Team

To 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.

The user who creates the team is automatically assigned the Owner role.

Team Properties

Roles

NueForm supports four team roles, each with different permission levels:

Invitations

Sending Invitations

Team owners and admins can invite new members:

1. Navigate to your team's settings.
2. Click Invite Member.
3. Enter the invitee's email address.
4. Select a role (defaults to Editor).
5. Click Send Invitation.

Invitation Properties

Accepting Invitations

When someone is invited to a team:

1. They receive an email with an invitation link containing a unique token.
2. Clicking the link takes them to NueForm.
3. If they already have a NueForm account, they are added to the team.
4. If they do not have an account, they create one first, then the invitation is applied.

Invitation Expiration

Invitations expire after a set period. Expired invitations cannot be accepted and must be re-sent by a team owner or admin.

Team Forms

Creating Team Forms

When a member with Editor (or higher) permissions creates a form, they can assign it to the team:

• Personal forms are owned by the individual user and only visible to them.
• Team forms are owned by the team and visible to all team members based on their role.

Form Ownership

Each form has both a userId (the creator) and an optional teamId:

• If teamId is set, the form belongs to the team and is governed by team permissions.
• If teamId is null, the form is a personal form.

Collaboration

All team members with appropriate permissions can:

• View the form in the team's form list.
• Edit the form (Editor role and above).
• Publish changes (Editor role and above).
• View responses (all roles).

Managing Members

Changing Roles

Owners and admins can change a member's role:

1. Go to team settings.
2. Find the member in the members list.
3. Select a new role from the dropdown.
4. The change takes effect immediately.

Removing Members

Owners and admins can remove members from the team:

1. Go to team settings.
2. Find the member to remove.
3. Click Remove.
4. The member loses access to all team forms immediately.

Free Viewer Seats

Viewer seats are free and unlimited on all team plans. Only editor and admin seats count against your plan's seat limit. This means you can invite as many stakeholders, clients, or managers as you need to view forms and responses without affecting your billing.

Publish Permissions

Editors can create and edit forms, but only admins and owners can publish forms. This creates a natural approval workflow:

1. An editor creates or updates a form in the builder.
2. The editor requests publishing by notifying an admin or owner.
3. An admin or owner reviews the form and publishes it.

This ensures that all published forms go through a review process before going live. Editors can preview their changes at any time, but the public-facing version only updates when an admin or owner publishes.

Team Branding

Teams on supported plans can set team-level branding defaults that automatically apply to all new forms created within the team. This ensures visual consistency across your organization.

Branding Options

• Logo: Upload a team logo that appears on all team forms.
• Colors: Set primary, background, and text colors.
• Fonts: Choose a default font family from Google Fonts.
• Footer: Add a custom footer message or links.

Branding Resolution Order

When a form is rendered, branding is resolved in this order:

1. Form-level overrides — Any branding set directly on the form takes priority.
2. Team branding — If no form-level override exists, team defaults apply.
3. Owner defaults — If no team branding is set, the form owner's personal defaults apply.
4. System defaults — NueForm's default styling.

Managing Team Branding

Only admins and owners can manage team branding. Navigate to your team settings and select the Branding tab to configure defaults.

To reset team branding back to the owner's personal defaults, click Reset to Defaults in the branding settings.

Team Custom Domains

Enterprise teams can configure custom domains and subdomains for their forms, giving respondents a fully branded experience.

Subdomains

Every team on a paid plan can claim a subdomain (e.g., yourteam.nueform.io). All team forms are then accessible at yourteam.nueform.io/form-slug.

Custom Domains

Enterprise teams can connect their own domain (e.g., forms.yourcompany.com):

1. Navigate to team settings and select Domains.
2. Enter your custom domain.
3. Add the provided DNS records (CNAME) to your domain registrar.
4. Click Verify to confirm DNS propagation.
5. SSL is automatically provisioned once verification succeeds.

Guest Access

Guest access lets you invite external collaborators to specific forms without giving them full team membership. Guests can view or edit individual forms without seeing other team content.

How Guests Differ from Members

Guest Limits by Plan

• Pro: Up to 10 guest collaborators per team
• Enterprise: Up to 50 guest collaborators per team

Inviting Guests

1. Open a team form in the builder.
2. Click the Share button or navigate to form settings.
3. Select Invite Guest.
4. Enter the guest's email and choose a permission level (View or Edit).
5. The guest receives an email invitation to access that specific form.

Removing Guests

Admins and owners can remove guests from a form at any time. Removing a guest immediately revokes their access to that form.

Audit Log

Teams on the Enterprise plan have access to a HIPAA-ready audit log that tracks all team activity. The audit log records every significant action taken within the team, providing a complete history for compliance and security purposes.

For detailed information about the audit log, see the dedicated Audit Log guide.

Team Billing

Owners and admins can access the Billing tab in team settings to manage the team's subscription:

• View current plan and seat usage (editors/admins used vs. included).
• Upgrade or downgrade the team plan.
• Add extra seats beyond the plan's included count ($1/mo per additional editor/admin seat on Enterprise).
• View invoices and payment history.
• Update payment method.

Team Analytics

The Analytics tab in team settings provides an aggregated view of all team forms' performance:

• Total responses across all team forms.
• Completion rates broken down by form.
• Response trends over time.
• Top-performing forms by response count and completion rate.
• Team member activity showing who created and edited forms.

Team analytics help managers understand overall form performance without needing to check each form individually.

Telephony Permissions

Teams with telephony (AI phone forms) can control access to phone-related features independently of the standard team role. Each member has a telephony access level that determines what phone operations they can perform.

Telephony Access Levels

Default Access by Role

Admins can override the default telephony access for any member by selecting a different level in the member settings.

Team Voices

Team voices are custom AI voices shared across the entire team. When editing a team form, the voice selector shows both personal and team voices:

• Personal Voices are created by and belong to the individual user.
• Team Voices are shared with all team members who have Observer-level or higher telephony access.

Creating or deleting team voices requires Full Access telephony permission.

Team Phone Numbers

Phone numbers can be assigned to a team, making them available to all team members with appropriate telephony access. Team numbers show a Team badge in the form builder's telephony settings.

Paused numbers are visually dimmed and display a Paused badge. Paused numbers cannot make or receive calls until resumed by a user with Manager-level or higher telephony access.

Best Practices

1. Use the right role: Assign the minimum permissions needed. Use Viewer for stakeholders who only need to see results, Editor for form builders, and Admin for team managers.
2. Leverage free viewers: Invite stakeholders as Viewers at no cost — only editors and admins use paid seats.
3. Set up team branding: Configure branding defaults early so all new forms are automatically on-brand.
4. Use the publish workflow: Let editors create content while admins review and publish, ensuring quality control.
5. Track changes: Use the audit log (Enterprise) to understand who modified forms and when.
6. Invite guests for external collaboration: Use guest access instead of full team membership for contractors and clients.
7. Organize with teams: Create separate teams for different departments or projects to keep forms organized and access controlled.