Team Collaboration
Invite your team, assign roles, and manage access to workspaces.
Overview
Submito supports multi-user workspaces. You can invite team members to collaborate on form management, submission review, and lead follow-up. Each member has a role that controls what they can see and do.
Roles
Every workspace member has one of three roles:
| Permission | Member | Admin | Owner |
|---|---|---|---|
| View submissions | ✓ | ✓ | ✓ |
| Manage submissions (status, assign, notes) | ✓ | ✓ | ✓ |
| Delete submissions | - | ✓ | ✓ |
| Create and edit forms | - | ✓ | ✓ |
| Delete forms | - | ✓ | ✓ |
| Manage workspace settings | - | ✓ | ✓ |
| Invite and remove members | - | ✓ | ✓ |
| Manage billing | - | - | ✓ |
| Transfer workspace ownership | - | - | ✓ |
| Delete workspace | - | - | ✓ |
There is exactly one Owner per workspace. Ownership can be transferred but not shared.
Inviting Members
- Go to Workspace Settings > Members.
- Click Invite Member.
- Enter the email address and select a role (Member or Admin).
- Click Send Invitation.
The invitee receives an email with an invitation link. The link is valid for 7 days. Pending invitations appear in the Members list - you can resend or cancel them at any time.
Invitees do not need an existing Submito account. If they don't have one, they'll be prompted to create one when accepting the invitation.
Changing Member Roles
Admins and Owners can change a member's role at any time from Workspace Settings > Members. Click the role badge next to a member's name to open the role selector. The change takes effect immediately.
Changing a member's role from Admin to Member immediately removes their access to workspace settings, form management, and deletion actions.
Removing Members
Go to Workspace Settings > Members, click the menu next to a member's name, and select Remove. Removed members lose access immediately and are logged out of the workspace on their next request.
Removing a member does not delete their Submito account or affect their access to other workspaces they belong to.
Member Limits
The number of team members per workspace depends on your plan:
| Plan | Team members per workspace |
|---|---|
| Free | 1 (owner only) |
| Solo | 3 |
| Team | Unlimited |
Transferring Ownership
Ownership of a workspace can be transferred to another member. This is useful when handing off a client account or restructuring your team.
- Go to Workspace Settings > Danger Zone.
- Click Transfer Ownership.
- Select the member you want to transfer to and confirm.
- The selected member receives an email to accept the transfer.
Once accepted, the previous owner becomes an Admin. The new owner takes full control including billing management.
Billing follows ownership
After a transfer, the new owner is responsible for the workspace subscription. Make sure the new owner has a payment method on file before transferring.
Members Across Multiple Workspaces
A single Submito account can be a member of multiple workspaces simultaneously. Each workspace is independent - a team member's role in one workspace has no effect on their role in another.
See Workspaces for more on managing multiple workspaces and switching between them.