If you’re looking for a centralized place for visibility and control over all the forms and workspaces in your organization, look no further than the Admin panel.
In the Admin panel, you can view all forms across your organization, see all workspaces and their structure, and have direct access to all forms and workspaces from a centralized dashboard.
The Admin panel is available on the Enterprise and Growth Custom plans.
You need to be the Admin or Owner of an organization to access the Admin panel.
To access the Admin panel in your account:
- Log into your account and click the organization menu in the top left corner.
- Click Admin panel in the dropdown list under Organization.
Now you’ll see all the forms in your organization across different workspaces displayed in one central location.
Find forms in any workspace across your organization
You can search across all workspaces by entering keywords from a form's title into the search bar.
You can select or search for a workspace from the dropdown menu to see all forms, or forms matching your keyword search in that workspace.
In this example, we’ve first searched for forms that contain the word “event” in their title, then we’ve narrowed this down to forms containing this word in a specific workspace.
You can also select multiple workspaces from the dropdown list to view forms from certain workspaces that your search criteria applies to. Click the X icon next to the name of a workspace to remove that workspace from filtering.
By default, you’ll see the most recently created or updated forms at the top of the list in the Admin panel. You can click Filters then Date updated to apply filters based on when a form was created.
You can select a specific date range by clicking those dates, or view forms from today, last week, last month, or last year. In the example below, we’ve clicked on the dates to specify the date range we want to search for. Click Apply when you’re done with your selection.
You can also click the All members dropdown list to find forms based on the members of your organization. You can type a member's name in the search bar, or select their name listed under their respective organization role. You can find out more about org members and roles in Typeform here.
Now you'll see a list of the forms and workspaces the selected member is a part of. You'll see all the forms in workspaces a user is a member of, not just the forms created by that user.
You can also narrow down your search by stacking filters, so if you already have search words entered, or if you’ve selected some workspaces, the new filters will only apply to the selected workspaces and keywords.
Access forms and workspaces directly from the Admin panel
Click the name of a workspace to find out more about it.
Now you’ll see the names of the workspace members and their roles in that workspace. You can use the search bar to look up members, or click the dropdown list to filter for members based on their workspace roles.
In the example below, you can see that the workspace we’ve selected has one member with a Viewer role.
You can also select multiple roles from the dropdown list to show members with different roles. In the example below, you can see all the viewers and editors in the workspace. Click X next to a role to remove it from filtering.
You can also just click Go to workspace to navigate to the workspace you’ve selected and view all forms in that workspace.
To open up a form directly from the Admin panel, just click the name of the form and you'll be taken to the form editor.
Share forms from the Admin panel
If a form has been published already, you’ll see the Copy link option when you click the three dots next to the name of the form. You can use this to share the form URL directly from the Admin panel without having to open up the form.
Delete forms from the Admin panel
To delete a form from the Admin panel, select one or more forms using the checkboxes to the left of each form name, then click Delete forms.
Be careful when deleting forms, this is permanent and cannot be undone.
To confirm, type Delete and the number of forms you're about to delete in the box, then click Delete.
Alternatively, click the three dots next to the name of the form you want to delete and select Delete.
To confirm, type Delete and the number of forms you're about to delete in the box, then click Delete.
To delete all the forms shown on the page, click the checkbox to Select all forms on this page [number of forms].
To confirm, type Delete and the number of forms you're about to delete in the box, then click Delete.
To delete all your forms, click Select all [number of forms] forms.
Click Delete forms.
You'll be asked to confirm the deletion by typing Delete all. You can then proceed to clicking Delete.
Move forms to another workspace from the Admin panel
You can move one or more forms to another workspace in your organization from the Admin panel.
In the Admin panel, select the checkbox next to each form you want to move.
Alternatively, you can move all forms on the page by choosing Select all forms on this page [number of forms] or all the forms in your organization by choosing Select all [number of forms] forms.
Select Move to workspace.
Select the workspace where you want to move the forms from the dropdown list.
Confirm that you want to move the forms by clicking Move forms.
The forms now appear in the selected workspace.