How to manage team members and role permissions

Updated Sep 08, 2025

In this article

Important note: Dropbox Forms will be discontinued on September 30, 2025. As of September 2, 2025, you’ll no longer be able to create new workflows with Forms, but you’ll be able to view existing workflows as well as export them until the September 30 deadline.

Learn more about the end of support for Dropbox Forms.

A team consists of all users within a single subscription. All users on a team have access to use the same workflow, and access varies depending on each user's permissions.

How to add new team members

To add team members:

Log in to Dropbox Forms.
Click More in the left sidebar.
Click Team. The list of current team members will populate.
Click Invite in the upper right side of the screen.
Enter the email address of the person you’d like to invite.
Select their access level from the Team Role section.
Click Save.

Note: Dropbox Sign Standard and Premium customers will need to first add team members in Dropbox Sign. Learn how to add users in Dropbox Sign.

How to edit a team member’s role

To edit:

Log in to Dropbox Forms.
Click More in the left sidebar.
Click Team. The list of current team members will populate.
Find the name of the team member whose role you’d like to change.
Click the edit icon (pencil) under Actions.
Select their new access level in the Team Role section.
Click Save.

How to remove team members

Log in to Dropbox Forms.
Click More in the left sidebar.
Click Team. The list of current team members will populate.
Find the name of the team member you’d like to remove.
Click X under Actions to remove the person from your team.
Click Ok to confirm.

Team role permissions

Permissions		Admin	Member	Sender
Forms & workflows	Create new forms & workflows	Yes	Yes	No
	Delete forms & workflows	Yes	Yes	No
	Edit forms & workflows	Yes	Yes	No
Team templates	Save team templates	Yes	Yes	No
	Delete team templates	Yes	Yes	No
In-progress transactions	Change document delivery method	Yes	Yes	No
	Send forms & workflows	Yes	Yes	Yes
	Remind and cancel in-progress transactions	Yes	Yes	Yes
	Delete cancelled transactions	Yes	Yes	Yes
Completed transactions	Download completed transactions	Yes	No	Yes
	Delete completed transactions	Yes	No	No
	Download CSV file	Yes	No	No
Team management	Access the team settings page	Yes	No	No
	Access the team page	Yes	No	No
API	Create new API keys	Yes	No	No

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