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.

Jump to:

Add a Form

Form notifications

Add or remove fields to a Form

Create a field

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