Manage project users#
You can view a project’s member list under the project’s People tab.
Add new team members#
If you're a Project Admin, you can invite additional users to a Formik Cloud project based on your billing plan. Depending on your plan, you may need to upgrade to invite more users. Invited users will have access to all forms within a project and their access level will determine their permissions within the project. New users will be prompted to create an account before being added to your project.
Project permission levels#
There are 2 levels of permissions in Formik Cloud:
Members can view a project's billing, settings, and members and manage forms, submissions, and actions.
Admins can manage a project's billing, settings, members, forms, submissions, and actions.
|View project settings||✔️||✔️|
|View project members||✔️||✔️|
|View billing information||✔️||✔️|
|Manage project settings||✔️|
|Manage project members||✔️|
|Manage billing information||✔️|
Changing a project member's permissions#
If you’re a project Admin, you can change a project member’s permissions via the Project People page. To change someone’s role, press Update, then select the permission level of your choice. To remove a team member from a project, press Remove and then Confirm.
Note: as a project Admin, you cannot remove or demote yourself unless there is an additional Admin of the project.