Teams functionality allows multiple developers to collaborate on the same projects. Project administrators can create teams, assign teams with permissions to projects and add users to those teams.

Teams are limited to projects with Team Pro and Commercial plans. If you do not have any projects with Team Pro or Commercial plans, you will not be able to create a team.

Creating a Team

To create a new Team, from the portal home page, click the Create Team button.

Give the team a name and assign user accounts to the team. Currently teams are limited to registered users of the site. You can add more team members later.

Adding Accounts To A Team

To add additional accounts to a team, go to the portal home page and click your team shown on the right. Team members must be registered Form.IO users.

Add more users to the team and click Save

Assigning Teams To A Project

To add a team to a project, make sure the project is upgraded to Team Pro or Commercial. Then from the portal home page, click the Add Team button on the project.

You will then be presented with a form to add a team to a project and assign a permission.

2 team project setting

Select which team you want to add and which permission. There are three options for permissions

  • Read - This will only allow the team to read form definitions

  • Write - This will allow the team to read and write form definitions.

  • Admin - This will give the team all permissions including reading and writing forms and access to all data.

You can assign multiple teams to a single project. All members of a team have the same permissions that were assigned to that team.