Team Settings

Team Settings is where team owners can manage account-wide settings for branding, form URLs, integrations, and customization. These settings apply across all forms by default and help centralize control for your workspace.

Note: Only Team Owners can view and update Team Settings.


How to Access Team Settings

To open team settings:

  1. Click your team name in the bottom-left corner of the dashboard.
  2. Select Team Settings from the dropdown menu.
  3. You’ll land on the Settings tab, with other settings accessible from the sidebar.

Available Settings in the Sidebar

Inside Team Settings, the left-hand sidebar contains several sections that help you manage your workspace at the team level:

Settings: Manage core team details:

  • Change your team name
  • Customize your form URL slug. Update the default slug to reflect your brand. This will apply to all forms in your account.
 Example: https://forms.reform.app/[your-slug]/your-form
  • Invite and manage team members. See who’s on your team and whether they are owners or non-owners. Pro plan only

Billing: View and manage your subscription plan, billing details, and payment method. Only visible to team owners.


Branding: Configure your team’s default logo, button and text colors. This also includes layout elements like the progress bar and navigation, applied across forms by default.

Read the Branding Settings guide


CSS (Pro plan only): Add custom CSS that applies across all forms in your team for advanced styling and layout control. Learn what you can do


Enrichment (Pro plan only): Connect and manage your data enrichment provider at the team level.

Set up Enrichment



More Team Settings Coming Soon

This release is the first step in a broader rollout of team-level controls. In future updates, you’ll see:

  • More integrations (e.g., analytics, CRMs, webhooks) configurable at the team level
  • Better controls for managing consistency across forms
  • Team-level defaults for integrations and automation making it easier to connect third-party tools without configuring each form individually.

Summary

The new Team Settings interface helps team owners configure shared branding, form URLs, enrichment providers, and more all from a single place.

You now know how to:

  • Access and navigate the Team Settings sidebar
  • Update your team’s name and default form URL
  • Manage team-wide branding, enrichment, and CSS
  • Control team member roles and permissions


Need help? Contact us anytime at [email protected].

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