Formcrafts - a form and survey platform for Salesforce, HubSpot, etc
  1. Templates
    1. All templates illustration
      All templates
    2. Application forms illustration
      Application forms
    3. Calculation forms illustration
      Calculation forms
    4. Lead generation forms illustration
      Lead generation forms
    5. Customer service illustration
      Customer service
    6. Evaluation forms illustration
      Evaluation forms
    7. Survey and feedback illustration
      Survey and feedback
    8. Operations forms illustration
      Operations forms
    9. Payment forms illustration
      Payment forms
    10. Booking and registration illustration
      Booking and registration
    11. Salesforce forms illustration
      Salesforce forms
    12. Other forms illustration
      Other forms
  2. Features
    1. 18 Form Fields illustration
      18 Form Fields
    2. 19 Integrations illustration
      19 Integrations
    3. Conditional Logic illustration
      Conditional Logic
    4. Multi-step Forms illustration
      Multi-step Forms
    5. Calculations illustration
      Calculations
    6. Partial Submissions illustration
      Partial Submissions
    7. Save & Resume illustration
      Save & Resume
    8. Payments illustration
      Payments
    9. Hidden Fields illustration
      Hidden Fields
    10. Dynamic Dropdowns illustration
      Dynamic Dropdowns
    11. Engagement analysis illustration
      Engagement analysis
    12. Multilingual forms illustration
      Multilingual forms
  3. Pricing
  4. Help
  5. Login
  6. Signup
    →
  • Help index
  • Features
    • Conditional logic
    • Prefill forms
    • Multi-step forms
    • Calculations
    • Partial submissions
    • Field references
    • Save and resume
    • Hidden fields
    • Dynamic lookup
    • Workflows
    • Dynamic dropdowns
    • Multilingual forms
    • Privacy mode
    • Success message
    • Form redirect
    • GA/GTM
    • Accept payments
    • Linked forms
    • Disable form
  • Styling
    • Custom CSS
    • Custom fonts
    • Color scheme
    • Form background
  • Analytics
    • Test mode
    • Overview
    • Field analytics
    • Form engagement
  • Workflows
    • Send emails
    • Form redirect
    • Success message
    • Webhooks
    • Create PDF
    • ActiveCampaign
    • Asana
    • Mailchimp
    • Front app
    • Freshdesk
    • Google Sheets
    • Pipedrive
    • Linear
    • Klaviyo
  • Sharing
    • Custom form link
    • Embed on a page (inline)
    • Embed on a page (popup)
    • Embed in emails
    • Embed on WordPress
    • Embed on Shopify
    • Embed on Squarespace
  • Salesforce
    • Overview
    • Create records
    • Update records
    • Related records
    • Dynamic picklists
    • Attach files
    • Create PDFs
    • Form prefill
  • HubSpot
    • Overview
    • Create contact form
    • Create lead capture form
    • Create customer survey
    • Prefill HubSpot form
    • Embed on HubSpot page
    • Uninstall
  • Zendesk
    • Create ticket form
    • Create CSAT survey
    • Embed on Help Center
    • Prefill ticket form
  • Admin
    • Users
    • Custom domain
    • Vanity subdomain
    • Subscription
  • Developers
    • Embed Library
    • API keys
    • API v1
    • API v2
  • Others
    • Partner program
    • GDPR compliance
    • Workflow logs
    • White labeling
    • Form speed
    • Zapier
    • Migration
  • Contact
  1. Help
  2. ›
    Admin
  3. ›
    Users

Access management

On this page
  1. Structure
  2. Adding users
  3. Roles and permissions

Structure

When working with Formcrafts you will come across the following terms:

1. Organization

This is the top-level entity in Formcrafts. It is the container and owner of all workspaces. Billing and subscription are also managed at the organization level.

2. Workspace

Workspaces allow you to separate clients, teams, or departments. If you have multiple form editors you can give them access to specific workspaces.

3. Folders

Folders are used to organize forms within a workspace. Folders do not have any permissions or settings of their own, they are just a way to organize forms.

4. User

Users are people who are given access to an organization, and consequently, some or all workspaces within it. A user can be a member of multiple organizations, and can create their own organizations as well.

Adding users

You can add users to your organization on the Organization → Users page by clicking on Add user.

Note that if a user with the given email address already exists in Formcrafts, they will be added to your organization. If they don’t exist, they will be sent an email invitation to join Formcrafts.

Once a user is created you can set their permissions and roles.

Edit user permissions dialog

Roles and permissions

Formcrafts has the following roles:

1. Owner

The owner has full control over the organization and all workspaces within it. They can manage billing, subscription, and all users and workspaces. They can also add and remove users, and change user roles and permissions.

2. Admin

Admins have control over all workspaces within the organization. They can also manage organization settings and billing. They can not add or remove users, or change user roles and permissions.

3. Member

Members have access to the specific workspaces they are added to. They can create, edit, and delete forms within those workspaces. They can not manage organization settings, billing, or other users.

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Formcrafts - a form and survey platform for Salesforce, HubSpot, etc

Subtle Web Inc,
225 Railway St E,
T4C 2C3, Cochrane AB

Salesforce AppExchange partner logo HubSpot app partner logo
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