NBForms

Team Collaboration

Invite teammates to your workspace with role-based access control.

NBForms workspaces support multiple members. Each member is assigned a role that controls what they can do.

Roles

RolePermissions
AdminCreate and delete forms, change settings, manage integrations, manage team members, view submissions
MemberView submissions only — cannot change settings, integrations, or team membership

The workspace owner is always an Admin and cannot be removed.

Inviting a teammate

  1. Go to Settings → Team.
  2. Click Invite.
  3. Enter the teammate's email address and choose their role (Admin or Member).
  4. Click Send invite.

The invitee receives an email with a link to accept the invitation. Until they accept, their status shows as Pending. Once accepted, it changes to Active.

Accepting an invitation

The invitation email contains a unique link. Clicking it opens the NBForms sign-up or login page. After authenticating, the invitee is added to the workspace automatically.

Removing a member

In Settings → Team, click the × button next to a member to remove them. Removal is immediate — the member loses access to the workspace.

Credit cost

Each additional team member slot costs 3 credits (one-time). There are no recurring per-seat charges. The slot remains active as long as the workspace exists.

The workspace owner is not counted as a paid slot.

Free plan limitation

Team members are not available on the Free plan. You need at least one credit purchase to invite teammates.

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