NueForm

Équipes

Collaborate with your team by creating teams, managing roles, sending invitations, and sharing forms across your organization.

Overview

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

Teams Management
The teams management page showing team members and roles.

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

PropertyDescription
NameThe display name of the team.
SlugA unique URL-friendly identifier for the team. Auto-generated from the name.
Owner IDThe user who created and pays for the team.

Roles

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

RoleDescriptionPermissions
OwnerThe team creator. Only one owner per team.Full access to all team settings, billing, members, and forms. Can delete the team.
AdminTrusted team managers.Can manage members (invite, remove, change roles), create and edit all team forms, and adjust team settings. Cannot delete the team or transfer ownership.
EditorContent creators and form builders.Can create new forms, edit existing team forms, publish forms, and view responses. Cannot manage team members or settings.
ViewerRead-only access.Can view team forms and responses but cannot create, edit, or publish forms. Cannot manage team members.

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

PropertyDescription
EmailThe email address of the invited person.
RoleThe role assigned when the invitation is accepted. Default: editor.
Invited ByThe user who sent the invitation.
TokenA unique, secure token for the invitation link.
Expires AtWhen the invitation expires.
StatusCurrent status: pending, accepted, or expired.

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).

Changes made by any team member are tracked in the form's change log, including the user's name and what they changed. This provides a full audit trail of who modified what.

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.

Removing a member does not delete any forms they created for the team. Those forms remain owned by the team and accessible to other members.

Sieges d'Equipe

Chaque membre de l'equipe — quel que soit le role — compte vers la limite de sieges de votre plan. Le role Spectateur existe toujours pour un acces en lecture seule ; il n'est plus facture differemment des autres roles.

Type de SiegeCompte vers la Limite ?Cout
OwnerOui (1 par equipe)Inclus
AdminOuiInclus jusqu'a la limite du plan, puis 1 $/mois (Enterprise uniquement)
EditorOuiInclus jusqu'a la limite du plan, puis 1 $/mois (Enterprise uniquement)
ViewerOuiInclus jusqu'a la limite du plan, puis 1 $/mois (Enterprise uniquement)

Les plans Pro incluent 5 membres d'equipe et sont limites a 5. Les plans Enterprise incluent 20 membres d'equipe et permettent des sieges supplementaires illimites a 1 $/mois par siege.

Meilleures pratiques

  1. Utilisez le bon role : Attribuez les permissions minimales necessaires. Utilisez Spectateur pour les parties prenantes qui ont seulement besoin de voir les resultats, Editeur pour les constructeurs de formulaires et Admin pour les gestionnaires d'equipe.
  2. Appliquez le moindre privilege : Configurez les nouveaux membres comme Spectateur et promouvez intentionnellement a mesure que leurs responsabilites grandissent. Tous les sieges sont factures identiquement — le choix du role concerne la portee d'acces, pas le cout.
  3. Suivez les changements : Utilisez le journal des modifications pour comprendre qui a modifie les formulaires et quand.
  4. Organisez avec des equipes : Creez des equipes separees pour differents departements ou projets pour garder les formulaires organises et l'acces controle.
Dernière mise à jour : 23 mai 2026