Team Overview

If you work with colleagues or clients, using teams is the easiest way to manage shared access without juggling logins.

This article gives a high-level overview of how teams work and links to more specific guides for managing members and settings.

What Are Teams?

A team is a shared space where multiple people can build and manage forms together. Everyone on a team can access the same forms and responses, which makes collaboration easy and organized.

Each team has:

• Its own name
• A team owner
• One or more members
• Separate settings from other teams

You can be part of multiple teams, each with its own forms and access permissions.

You can then create additional teams as needed. 

1. Click on the "Create new team" button in the team dropdown.
2. Enter the name for your new team and click on “Create team”.
3. Once created, you will be automatically assigned as the owner of the new team.
4. You will now see your newly created team listed in the team dropdown.

Access and Roles

• Team Owner: Full access to settings, billing, and member management.
• Team Members: Access to all team forms and responses, but no billing or ownership privileges. Pro plan only

Purpose of Teams

• Collaboration: Teams enable multiple users to collaborate on the same forms, ensuring everyone has access to the necessary resources and information.
• Organization: By dividing work into teams, you can keep projects organized and manage them more efficiently.
• Role Management: Teams allow for clear role assignments and permissions, making it easier to control access and responsibilities within projects.

Example Teams

• Sales Team: Collaborates on creating and managing sales inquiry forms, order forms, and customer feedback forms. 
• Marketing Team: Develops and distributes marketing campaign forms, survey forms, and lead capture forms. 
• Event Planning Team: Manages event registration forms, attendee feedback forms, and event logistics forms. 
• HR Team: Handles job application forms, employee feedback forms, and internal surveys. 

Benefits of Using Teams

• Centralized Management: Manage all your forms and projects in one place, accessible to all team members.
• Streamlined Communication: Improve communication and collaboration among team members through shared access and visibility.

Learn More

To dig deeper into specific tasks, check out these articles:

• Managing Teams Learn how to invite, remove, or transfer ownership between team members.
• Team Settings Change your team’s name, manage billing, and access subscription settings.

By utilizing teams, you can enhance collaboration, improve project management, and streamline your workflow on Reform. If you have any specific needs, suggestions or have questions, please contact us at [email protected]. We're here to assist you!