How do I give a colleague access to our organisation?

Navigation: Open Forms 145/146 → Forms Dashboard → User Management → Add Member

How to do it

1. Select the organisation, then open User Management.
2. Click Add Member, enter the colleague's Registered email, and choose Admin or Editor in Role.
3. Click Save and confirm that the account appears in the members table.
4. Use the row's Edit role or Remove member icon later if needed; your own role/removal controls are disabled.

What to expect

The registered account is added to the organisation with the chosen role.

Important details

• This is not an invitation to create a new account: ask an unregistered colleague to register first.
• The Weekly report switch is a separate email preference. Adding a member does not delete or transfer existing forms.