Account & Billing
Workspaces and Team Management
Every form in Orbiform belongs to a workspace. Workspaces group forms, teammates, billing, and (if configured) MCP/API access together — a personal workspace is created automatically on your first login, and you can create or join more.
1. Roles: owner, admin, member
Every workspace has exactly one owner. Admins have the same permissions as the owner everywhere except ownership itself isn't transferable through the regular UI — admins can invite/remove members, manage billing, rename the workspace, and manage API keys/MCP connections. Members can view and edit every form in the workspace, but can't manage billing, invites, or API keys.
2. Inviting teammates
From Settings → Team, enter a teammate's email and click Invite. If they already have an Orbiform account, they're added instantly; otherwise, a shareable invite link is generated — they join automatically once they register with that same email address.
3. Switching workspaces
Use the workspace switcher in the dashboard header to move between workspaces you belong to, or create a new one. Every form shows a live row of member avatars and an "Edited by" indicator so your team can see who last touched it.
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