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
To add team members:
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Sign in to Dropbox Forms.
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Click More in the left sidebar.
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Click Team. The list of current team members will populate.
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Click Invite in the upper right side of the screen.
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Enter the email address of the person you’d like to invite.
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Select their access level from the Team Role section. Learn more about team role permissions.
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Click Save.
How to edit a team member’s role
To edit:
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Sign in to Dropbox Forms.
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Click More in the left sidebar.
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Click Team. The list of current team members will populate.
- Find the name of the team member whose role you’d like to change.
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Click the edit icon (pencil) under Actions.
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Select their new access level in the Team Role section.
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Click Save.
How to remove team members
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Sign in to Dropbox Forms.
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Click More in the left sidebar.
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Click Team. The list of current team members will populate.
- Find the name of the team member you’d like to remove.
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Click X under Actions to remove the person from your team.
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Click Ok to confirm.
Team role permissions
Permissions
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|
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
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Save team templates
|
Yes
|
Yes
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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
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Yes
|
Yes
|
Yes
|
|
Delete cancelled transactions
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Yes
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Yes
|
Yes
|
Completed transactions
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Download completed transactions
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Yes
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No
|
Yes
|
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Delete completed transactions
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Yes
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No
|
No
|
|
Download CSV file
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Yes
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No
|
No
|
Team management
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Access the team settings page
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Yes
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No
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No
|
|
Access the team page
|
Yes
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No
|
No
|
API
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Create new API keys
|
Yes
|
No
|
No
|
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