- TeamUp Help Center
- For Business Owners
- Forms & Documents
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For Business Owners
- The Dashboard
- The Calendar
- Events
- Events - Classes
- Events - Appointments
- Registration Settings for Classes/Appointments
- Events - Courses
- Forms & Documents
- Fields
- Reporting
- Customer Management
- Settings
- Customer Referrals
- Triggers and Notifications
- Managing Pricing, Memberships and Plans
- Managing Payments and Billing
- Staff
- Discount Codes
- The Store/Shop
- To-dos
- Data
- Customer Experience
- Kiosk
- FAQ
- Pay Rates
- Community Happiness (reputation management)
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For Members, Athletes and Customers
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Integrations with TeamUp
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Switching to Teamup
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Online Classes
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On Demand Content
Staff permissions required to manage Forms
In order to add/edit or remove Forms within your TeamUp account, you must be set up as an admin or owner of the business. Otherwise, you will not be able to make any changes to Forms.
To learn more about account owners, please head to Account owners explained
To create an admin staff member, please see this guide: Adding staff members
If you need to edit an existing staff member to make them an admin, please see: Edit staff permissions
Note: while configuration requires the admin permission, staff with the permission of "customers" are able to receive Form submission emails too. This is consistent with how staff with the customers' permission can view customer data on profiles too for example. For more information on this please see our Forms Notification help guide.