Managing Your Team
WittyForm lets you invite team members to your workspace so you can collaborate on forms and quizzes together. Each member joins as an Editor, while the workspace creator remains the Owner. Team management is available on the Pro plan and above.
Inviting team members
- Go to Settings → Team in your workspace dashboard.
- Click Invite member.
- Enter the email address of the person you want to invite.
- Click Send invitation.
The invited person will receive an email with a link to join your workspace. If they already have a WittyForm account, they will see the workspace in their dashboard after accepting. If they are new to WittyForm, the link will guide them through account creation before adding them to your workspace.
Pending invitations appear in the team list with a "Pending" badge. You can resend or cancel an invitation at any time before it is accepted.
Understanding roles
WittyForm uses a simple two role model:
Owner
The Owner has unrestricted access to everything in the workspace. This includes billing management, the danger zone (deleting the workspace, transferring ownership), and all capabilities of every other role. Each workspace has exactly one Owner. Ownership can be transferred to another member from Settings → Danger Zone.
Editor
Editors can create new forms and quizzes, edit existing ones, configure field settings, set up conditional logic, manage form themes, set up integrations, and view responses and analytics. Editors cannot change workspace settings, invite other team members, manage billing, transfer ownership, or delete the workspace.
Permission matrix
The following table summarizes what each role can and cannot do:
| Action | Owner | Editor |
|---|---|---|
| View forms and responses | Yes | Yes |
| View analytics | Yes | Yes |
| Create and edit forms/quizzes | Yes | Yes |
| Delete forms/quizzes | Yes | Yes |
| Manage integrations | Yes | Yes |
| Manage team members | Yes | No |
| Workspace settings | Yes | No |
| Billing management | Yes | No |
| Delete workspace | Yes | No |
Changing ownership
WittyForm does not support custom workspace roles. If you need someone else to own the workspace, the current Owner can transfer ownership from the danger zone in workspace settings.
Removing a team member
- Go to Settings → Team.
- Find the member you want to remove.
- Click the three-dot menu next to their name and select Remove member.
- Confirm the removal.
When a member is removed, they immediately lose access to the workspace. Any forms or quizzes they created remain in the workspace. The removed member can be re-invited later if needed.
Good practices
- Invite only active collaborators. Editors can build, edit, publish, and manage forms, so remove anyone who no longer needs hands-on workspace access.
- Review your team list regularly. Remove members who have left the team or no longer need access.