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Roles and groups

Two separate controls: roles decide what someone can do, groups decide which forms they can see.

Role Can
Owner Everything, including managing other owners.
Admin Manage forms, submissions, templates, and users below admin.
Member Work with the forms they can see.

A business always keeps at least one owner — the app refuses to remove the last one.

Groups restrict a form’s visibility within a business:

  • A form with no groups is visible to everyone in the business.
  • A form assigned to groups is visible only to members of those groups.
  • Owners and admins always see every form, regardless of groups.

Assign groups on the form’s page under Visibility.