Invite team members to your forms
View responses, analyze results, and edit surveys with collaborators by adding free seats to your account.
Good to know: Inviting more team members to your account is free of charge on all plans.
Invite a team member to your workspace
On your Fillout dashboard, click Invite member in the upper right corner.
Enter the emails of the people you would like to invite. You can choose to invite them as:
- Admin - have full access to the workspace enabling them to view and edit settings
- Basic user - can create their own forms and scheduling links, but cannot edit anyone else’s
- Limited access - read or write access to specific workspaces you share through granular permissions
The invitee will get notified through their email. Upon clicking the link, they will be redirected to a sign up page and prompted to join the organization.
Note: Invites sent expire after 14 days, however you may send them another invite after the expiration date.
View pending invites
Click your account name in the bottom right corner followed by Settings & Members.
Note: Only admin accounts have access to view and edit team members.
Then, navigate to Invites from the top menu. You can also Resend or Delete an invite from here.
Share a specific form
Quickly share a single form by clicking the + icon beside your avatar. Add specific people to share with or generate a link for anyone. Adjust read and write permissions as needed.
Grant granular permissions
You can limit team member access, set users to read-only and limit access to connected integration accounts with granular permissions.
How to effectively work with collaborators
View and discuss form submissions together
Gain insights by analyzing data together as a team. Individual members can apply personalized filters to focus on desired analytics for tailored analyses. Additionally, they can leave comments and tag other users.
Work on separate forms at the same time
With multiple collaborators working in tandem, tasks can be divided and accomplished more quickly, reducing the time required for form creation and data collection. Collaborators cannot edit the same form at the same time, but can edit different forms simultaneously.
Invite an expert to help build a form or consult on it
You can invite consultants or anyone part of your workflow to help build your forms. Note that consultants may also want to import/export forms from their accounts instead.