Managing Your Team

Form building shouldn't have to be a solo effort. Mimo Forms allows you to invite team members to your workspace so they can help build forms, view submissions, and export data.

Step 1: Navigate to Team Settings

Team management is handled per-workspace.

1. Log into your Mimo Forms dashboard.
2. Ensure you have the correct workspace selected in the top navigation bar.
3. Click on the Settings tab.
4. Select Team from the settings menu.
5. Here you will see a list of all current members in the workspace, along with their roles.

Step 2: Invite a New Member

Adding someone to your team is as simple as sending them an email invitation.

1. On the Team page, click the Invite Member button.
2. Enter the email address of the colleague you wish to invite.
3. An email invitation will automatically be dispatched.
4. The user will appear in your team list with a "Pending" status until they accept the invitation and create their account.

[!TIP]
If an invitation expires or is lost, you can resend it by clicking the "Resend Invite" icon next to their pending record in the team list.

Step 3: Manage Seat Limits

Your ability to add team members depends on your current billing plan.

• Free Plan: 2 team member seat limit.
• Business Pro: 5 team member seat limit.
• Agency Use: Unlimited team member seats.

1. To view how many seats you have available, check the indicator at the top of the Team settings page.
2. If you reach your limit, you will need to either remove an existing member or upgrade your plan to unlock more seats.
3. To remove a member, click the trash can icon next to their name. They will immediately lose access to the workspace and its form data.

[!IMPORTANT]
Removing a team member from a workspace does not delete their Mimo Forms account, it simply revokes their access to your specific workspace's data.