You can use Workspaces in your Plus or higher account to control permissions, ensuring only the right people have access to your typeforms. Move your typeforms around relevant departments as they are being created, and then restrict access to results once they’re live.
This article explains how you can set up Typeform Workspaces to manage permissions.
Data privacy is important to you and your customers. So, with Workspaces you can collaborate on creating a great typeform, while controlling who accesses that typeform’s results.
To create a typeform, you may need the collaboration of many departments in your business.
To manage this process safely, as an account holder you can set up a different Workspace for each person. When you need someone to say, get creative with design, simply go to the relevant Workspace, click Manage members, and enter their email address. In this way, you can easily manage who has ownership of your typeforms.
Here’s how that setup might look:
I’ve invited the relevant person to each Workspace. They can edit any typeform in their Workspace, but do not have access to other Workspaces. As account holder, I have access to everything except team members’ personal Workspaces.
Note! Workspaces created by team members will only be visible to the account owner if they are invited to that Workspace.
Warning! Workspaces appear in this list in order of creation – you cannot rearrange them manually. In this example we created the relevant Workspaces in reverse order, so it’s as tidy as possible.
1. I need various roles to work on my typeform. First I create a draft typeform, then I duplicate it, and move this to the Copywriter’s Workspace.
Tips! You can move typeforms between Workspaces, or duplicate them. Duplicating can be more secure, as this way you won’t lose work if someone accidentally deletes something.
2. When the copywriter has finished polishing the language, I move the typeform to the Designer’s Workspace.
3. In this Workspace, the Designer can work their magic and make the typeform look great. Once they’ve finished, it’s duplicated and moved over to the Data Workspace.
4. Now we make the typeform public. Despite working on its creation, the copywriter and designer no longer have access to this typeform from their Workspaces. The Data Analyst is the only person who can see the back-end of the typeform in the Data Workspace. They can analyze the data then prepare a report.
Read more about managing teams with workspaces.