Roles & Permissions (Owner, Admin, Editor…)

Introduction Not everyone in your workspace needs the same level of access — and that’s perfectly okay! Formtify lets you assign different roles to control who can do what. Whether you’re managing billing, editing templates, or just filling out a document, each role has its place. In this guide, we’ll walk you through the different … Read more

Seat Management & Subscription Info

Introduction Whether you’re running a small team or a growing organization, keeping track of your workspace seats and subscription details is super important. Don’t worry — Formtify makes it easy to see how many seats you’re using, how many are left, and when your subscription renews. In this guide, we’ll walk through how to manage … Read more

Remove or Transfer Users

Introduction Sometimes, changes happen in your team — someone leaves, switches roles, or you just need to clean up your workspace. In this guide, we’ll walk you through how to remove users from your workspace, and how to transfer ownership if needed. Don’t worry, none of this is complicated, and you won’t break anything by … Read more