Workspaces

Workspaces let you group your forms and decide which team members can see each group.

You need a Pro or Business plan to use them. If you're on a team, it's the team owner's plan that counts.

#Create a workspace

1. Click New Workspace on your dashboard.
2. Type a name in Workspace Name. It has to be 2 to 50 characters.
3. Click Set Up Workspace if it's your first one, or Create Workspace after that.

On a team, you can't create a workspace unless you're the owner or an admin.

#Move a form

1. Open the form's More options menu.
2. Click Move to workspace and pick a workspace. The one the form is in now has a check mark.

To take a form out, choose Remove from workspace in the same menu. Forms with no workspace sit under General.

Don't see Move to workspace? You need permission to edit forms, and at least one workspace has to exist.

#Who can see what

If you're a team owner or admin, you see every workspace. You can also open Manage Members and Settings for each one, which is where you choose who gets access.

If you're an editor or a viewer, you see the forms under General and the workspaces you've been added to. Viewers can only read published forms.

A personal form is visible only to you, its owner.

#Delete a workspace

You need to be an owner or admin. If the workspace still has forms in it, you choose what happens to them: Move forms to trash, Move to another workspace, or Remove from workspace (ungroup).