This guide walks you through adding an removing team members from your Premium Team account. Adding team members means granting them Premium status that is linked to your account. Adding team members is separate from sharing forms. This guide also walks through how to share forms with users which gives them access to key form management links in their dashboard.
Steps:8
StepHopper User
StepHopperhttps://stephopper.com/
1
Login to your Dashboard.
2
Click on 'Manage Team' to add, remove, view, and manage team members.
3
When you add team members to your Premium Team account, this gives or removes Premium access for their account and the forms they own/create. It does not share or remove shared forms from their account (form sharing is shown further below).
4
Add team members by adding their email address. New team members added will receive an email confirmation letting them know they have been added as Premium team members.
5
You can also scroll down to view team members and remove team members.
6
Click on 'Back to Dashboard' to return to your Dashboard.
7
Click on the Person+ icon to share a form with another user.
8
Add the email address for the user you would like to share a form or multiple forms with and click 'Send Invitation'. This will allow the form(s) to show up in their dashboard where they can access key form management pages.