đ Overview
Managing forms is limited to certain staff roles. This guide explains who can add, edit, and remove forms, and which staff can receive form submission emails.
đ Who can manage forms
To add, edit, or remove forms, you must be set up as an Owner or Admin of the business. Staff without these roles will not be able to make changes to your forms.
If you need to give someone this access, you can add them as an Admin staff member, or edit an existing staff member's permissions to make them an Admin.
Your staff setup guides in the Getting Started section cover how to add staff and edit their permissions.
đĄ While configuring forms requires the Admin permission, staff who have the "customers" permission can still receive form submission emails.
This is consistent with how staff with the customers permission can view customer data on profiles. For more detail, see our Form Notifications guide here.