Team Collaboration

Mobyform supports multi-user form management with a flexible permission system for efficient teamwork.

Organization Management

Create an Organization

Go to the "Team" page
Click "Create Organization"
Enter the organization name and description
Invite team members to join

Organization Roles

Role	Permission Level	Description
Owner	Highest	Full control, including deleting the organization
Admin	High	Manage members, settings, billing
Member	Medium	Create and edit forms
Limited	Low	Access only authorized workspaces

Workspaces

Use workspaces to organize and group forms:

Create multiple workspaces
Group by project or department
Assign members to workspaces

Inviting Members

Invitation Methods

Email Invitation — Send invitation link via email
Link Invitation — Generate a shareable invite link
Token Invitation — Use an invitation token

Accepting Invitations

Invitees join the organization through the link:

Click the invitation link
Sign in or create an account
Confirm joining the organization

Form-Level Collaboration

Add Collaborators

Add collaborators to individual forms:

Open the form's "Settings" → "Collaboration"
Click "Add Collaborator"
Choose collaborator type:
- Individual User — Specify a user
- Department — Specify an entire department
- Role — Specify all users in a role
Assign a permission group

Permission Groups

Use preset or custom permission groups to control collaborator access:

Preset Permission Groups

Permission Group	Included Permissions
Data Viewer	View submission data
Data Manager	View, add, edit, delete, export data
Form Editor	Edit form + view data
Full Access	All permissions

Custom Permission Groups

Create custom groups with granular permission control:

Editing Permissions:

Edit form structure
Configure conditional logic
Manage theme styling
Configure dimension evaluation

Data Permissions:

View data details
Add data
Import data
Export data
Download attachments
Search and query
Print data

Publishing Permissions:

Manage publishing settings
Public publishing
Public queries
Targeted publishing
Permission group management
Data helper
Notification sharing
Lottery management
Print templates
Certificate generation

Analytics Permissions:

View statistics dashboard
View charts
Data analysis

Settings Permissions:

Exam settings
Submission settings
Fill settings
Notification settings
Share settings
Reply settings
Collaboration settings

Field-Level Permissions

Granular permission control:

Field Visibility — Control which fields collaborators can see
Field Edit Rights — Control which fields collaborators can edit
Data-Level Permissions — Control which data range collaborators can access

Member Management

View Members

View all organization members in "Member Management":

Name and email
Role and permissions
Join date
Recent activity

Manage Members

Change Role — Promote or demote permissions
Remove Member — Remove from organization
Disable Account — Temporarily disable access

Audit Logs

Track team activity:

Form change records
Data access logs
Permission change logs
Export audit logs

Next Steps

Integrations - Connect third-party services
Data Management - Review, export, and manage submissions