Workspaces and roles
Personal, team and organisation workspaces in Agoo Forms, the five roles, invitations and how many editors each level allows.
Agoo is in early access. This page describes the feature as it ships to early-access organisations; screens are illustrative.
Every form belongs to a workspace. Switch between yours from the workspace switcher.
| Workspace | Who it's for | Members |
|---|---|---|
| Personal | You alone. Made the first time you sign in, named after you | Just you. To share forms, make a team workspace |
| Team | A choir, a committee, an alumni group, a small business | Anyone you invite by email |
| Your organisation's | An organisation on Agoo | Its Owners and Admins, from the organisation, and people from its directory you add |
Inside a workspace, forms can be kept in folders.
Roles
| Role | What they can do | Counts as an editor |
|---|---|---|
| Owner | Everything: the workspace, members, billing, data, and deleting the workspace | Yes |
| Admin | Members and every form; can't delete or hand over the workspace | Yes |
| Builder | Makes forms, edits and publishes their own and those shared with them, reads their responses | Yes |
| Analyst | Reads the responses of forms shared with them, and exports when allowed | No |
| Billing | Looks after paying | No |
Seeing sensitive answers is separate: Owners can, and on Forms Team others can be allowed it form by form. On Forms Free and Forms Plus, every editor sees every form; on Forms Team you can share each form with chosen people and decide who exports and who sees sensitive answers.
Invitations
Owners and Admins invite people from Members by email, choosing their role. The invitation's email opens a page showing the workspace, who invited them and what the role can do; they sign in with the address it went to and join. Invitations can be withdrawn or sent again. Role changes and removals are emailed to the person and take effect at once.
Each level has a number of editor seats: 1 on Forms Free, 3 on Forms Plus and 10 on Forms Team. Analysts and Billing members are free.
Your organisation's workspace
An Agoo organisation has one Forms workspace. Its Owners and Admins are the organisation's, kept in step with Console → People, and the organisation's sign-in rules apply, such as two-step verification. Its level comes from the organisation's plan: see Levels and limits.
Planned
Forms in the Console's menu and in Agoo Workspace on iOS and Android, so staff can fill internal forms and read responses on their phones, come with the next steps of Agoo Forms.