Organization Roles and Permissions

Organization roles help you control what members can manage across your Formware account, including billing, member management, and workspace administration.

Assigning roles makes it easier to organize your team while limiting access to sensitive organization settings.

You can manage organization-level permissions from the Org Members page. If you’re logged in using the primary account email, you’ll typically be the organization Owner.

To collaborate with teammates, first add users to your organization and then invite them to shared workspaces.

Formware organizations support four roles:

• Owner
• Admin
• Editor
• Viewer

Each role has different permissions depending on the level of access required.

Organization Owners have full control over the entire Formware organization.

They can:

• Add or remove organization members
• Assign organization roles
• Manage billing and invoices
• Update organization settings
• Configure Custom Domains
• Create and manage workspaces

This role is typically assigned to the primary account holder or team administrator.

Owners can fully manage the organization structure and team access, including:

• Inviting new members
• Removing members from the organization
• Promoting or changing member roles
• Managing billing information and subscriptions
• Accessing invoices and payment history
• Updating organization-wide settings

Owners can also create workspaces and collaborate inside any workspace they have been invited to.

Admins can manage most organization-level settings and members, but they do not have full ownership control.

They can:

• Add or remove organization members
• Assign organization roles
• Create workspaces
• Manage billing information
• View invoices
• Update organization settings

Admins are useful for operational managers or team leads who help manage collaboration across the organization.

Admins can manage members and organizational configuration without being the primary account owner.

They can:

• Invite or remove users
• Change member roles
• Create and organize workspaces
• Update organization name and Custom Domain settings
• Access billing details and invoices

However, Admins do not replace the Owner role and may have some ownership-level restrictions depending on account configuration.

Editors are focused on collaboration rather than organization administration.

They can:

• Create new workspaces
• Participate in shared workspaces
• Collaborate on forms and submissions
• Be invited to multiple workspaces

However, they cannot:

• Manage organization members
• Change organization settings
• Access billing information
• View invoices
• Configure Custom Domains

Editors are ideal for team members who actively create forms and manage projects without needing administrative access.

They can create their own workspaces and collaborate inside workspaces shared with them, but they cannot manage organization-level configuration or permissions.

Viewers have limited organization-level access and are primarily intended for collaboration inside shared workspaces.

They can:

• Be invited to workspaces
• Access workspaces shared with them
• Collaborate according to their assigned workspace role

However, they cannot:

• Create workspaces
• Manage organization members
• Change organization settings
• Access billing details
• View invoices

The Viewer role is useful for stakeholders, reviewers, or teammates who only need access to specific shared workspaces without organization-level management permissions.

Workspace access and capabilities still depend on the workspace role assigned to the user inside each workspace.

Use organization roles to balance collaboration and administrative control across your team.

Here are common role recommendations:

Using organization roles alongside workspace permissions helps keep your Formware account secure while making collaboration easier across teams and projects.

• Add Users to Organizations
• Add Users to Workspaces
• Workspace Roles and Permissions