Updates Team Management Members, Roles & Permissions
Manage members, roles, permissions and shared projects in one workspace.
Surveys
2 min
Watch the video
Open on YouTubeStep-by-step documentation
1
Discover the new team area
Team management now has a dedicated screen showing members, roles, projects and recent activity.
2
Add members in bulk
Invite several colleagues at once by pasting a list of emails and assigning a default role.
3
Share projects, not just surveys
Grant a team access to an entire project so every new survey inside it inherits the same permissions.
4
Share responses safely
Give reviewers response access without letting them edit the questionnaire structure.
5
Track collaboration
The activity log shows who edited, published or exported, which matters for audits.
Pro tips
Create a project per department to keep permissions simple as the workspace grows
Create a project per department to keep permissions simple as the workspace grows
Combine with custom shared views to give leadership a read-only dashboard
Combine with custom shared views to give leadership a read-only dashboard
Frequently asked
Related guides
More from the same section
Getting StartedIntroduction to BSure Forms Dashboard
Getting StartedHow to Create an Account in BSure Forms
Getting StartedHow to Activate Your BSure Forms Account
Getting StartedHow to Edit Your Profile and Account Settings
SurveysHow to Choose the Right Plan in BSure Forms
AdvancedHow to Upgrade to a Higher Plan in BSure Forms
SurveysComparing Different Plans in BSure Forms
SurveysManage Your Team : Members, Roles & Permissions
AdvancedHow to Customize Any Survey or Form in BSure
AdvancedHow to Send Forms & Surveys via SMS in BSure
Watch the video
Open on YouTubeStep-by-step documentation
1
Discover the new team area
Team management now has a dedicated screen showing members, roles, projects and recent activity.
2
Add members in bulk
Invite several colleagues at once by pasting a list of emails and assigning a default role.
3
Share projects, not just surveys
Grant a team access to an entire project so every new survey inside it inherits the same permissions.
4
Share responses safely
Give reviewers response access without letting them edit the questionnaire structure.
5
Track collaboration
The activity log shows who edited, published or exported, which matters for audits.
Pro tips
Create a project per department to keep permissions simple as the workspace grows
Combine with custom shared views to give leadership a read-only dashboard
Frequently asked
Related guides
Getting StartedIntroduction to BSure Forms Dashboard
Getting StartedHow to Create an Account in BSure Forms
Getting StartedHow to Activate Your BSure Forms Account
Getting StartedHow to Edit Your Profile and Account Settings
SurveysHow to Choose the Right Plan in BSure Forms
AdvancedHow to Upgrade to a Higher Plan in BSure Forms
SurveysComparing Different Plans in BSure Forms
SurveysManage Your Team : Members, Roles & Permissions
AdvancedHow to Customize Any Survey or Form in BSure
AdvancedHow to Send Forms & Surveys via SMS in BSure
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