Workspace & Team

Roles & Permissions

Understand what each workspace role can and cannot do in BizForms.

Open in app

BizForms has three workspace roles: Owner, Admin, and Member.

Permissions matrix

Action Owner Admin Member
Create, edit, delete forms
Publish / unpublish forms
View responses
Export responses
Delete responses
Invite team members
Remove team members
Change member roles
Edit workspace settings
Edit workspace branding
View audit log
Manage compliance settings
Manage billing / plan
Delete workspace
Transfer ownership

Role descriptions

Owner

The workspace creator is assigned the Owner role by default. There is exactly one Owner per workspace. Owners have unrestricted access to everything including billing and workspace deletion.

Admin

Admins can manage the workspace, team, and all forms. They cannot access billing or delete the workspace. Use the Admin role for senior team members who need full operational control.

Member

Members can create and manage forms and access all responses. They cannot change workspace settings, invite other users, or view the audit log. Use the Member role for team members who only need to build forms and collect data.

Role changes

Owners and Admins can change any member's role (except they cannot change the Owner's role). Go to Settings → Team, click next to a member, and select Change role.

Per-form access controls

All roles currently have access to all forms in the workspace. Per-form access restrictions (limiting a member to specific forms only) are on the roadmap for a future release.

Something unclear? Let us know.