# Jotform Teams | Shared workspaces for your forms and data ## Jotform Teams # Shared workspaces for your forms and data Create shared workspaces for teams within your organization. Let members create forms, tables, reports, and apps to work collaboratively online. Set different roles and permissions to stay in control of your data. [Get Started Now](https://www.jotform.com/workspace/?createTeam=1) ![Image 1: Person 1 Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvcGVyc29uLTEucG5n/person-1.png?w=40&t=1)![Image 2: Person 2 Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvcGVyc29uLTItbmV3LnBuZw==/person-2-new.png?w=40&t=1)![Image 3: Person 3 Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvcGVyc29uLTMucG5n/person-3.png?w=40&t=1)![Image 4: Person 4 Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvcGVyc29uLTQucG5n/person-4.png?w=40&t=1)![Image 5: Person 6 Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvcGVyc29uLTYtbmV3LnBuZw==/person-6-new.png?w=40&t=1) Team Workspace ## All team assets in one place Give each team an all-in-one workspace so members can access and edit their assets in a single place. Assets added to shared workspaces are owned by the entire team, so members can stay up to date and work collaboratively. [Get Started Now](https://www.jotform.com/workspace/?createTeam=1) ![Image 6: Team 4 Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvdGVhbS00LnBuZw==/team-4.png?w=40&t=1)![Image 7: Mobile Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvYXNzZXRzLW1vYmlsZS1pbWFnZS1uZXcucG5n/assets-mobile-image-new.png?w=40&t=1) ![Image 8: Flow 1 Image Mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvZmxvdy0xLW5ldy5wbmc=/flow-1-new.png?w=40&t=1) ### Create a team Create any number of teams within your organization. ![Image 9: Flow 2 Image Mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvZmxvdy0yLW5ldy5wbmc=/flow-2-new.png?w=40&t=1) ### Invite members Customize permission settings for each user to control who can view or edit your data. ![Image 10: Flow 3 Image Mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvZmxvdy0zLW5ldy5wbmc=/flow-3-new.png?w=40&t=1) ### Collaborate Build online forms to collect and manage data with your team. ![Image 11: Flow 1 Image Mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvZmxvdy0xLW5ldy5wbmc=/flow-1-new.png?w=40&t=1) ### Create a team Create any number of teams for your organization. ![Image 12: Flow 2 Image Mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvZmxvdy0yLW5ldy5wbmc=/flow-2-new.png?w=40&t=1) ### Invite members Customize permission settings for each user to control who can view or edit your data. ![Image 13: Flow 3 Image Mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvZmxvdy0zLW5ldy5wbmc=/flow-3-new.png?w=40&t=1) ### Collaborate Build online forms to collect and manage data with your team. Team Collaboration ## Collaborate with your team members Seamlessly collaborate on submission data with your team members and clients via Jotform Tables. Organize and manage data on spreadsheets, calendars, or easy-to-read cards — perfect for any occasion or management style. [Get Started Now](https://www.jotform.com/workspace/?createTeam=1) ![Image 14: Collaborate Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvY29sbGFib3JhdGUtbmV3LnBuZw==/collaborate-new.png?w=40&t=1) Task Management ## Collaborate and manage tasks Track and manage tasks from your customers, employees, and workflows with Jotform Boards. Transform form submissions, AI Agent conversations, and workflow steps into tasks that your team can easily collaborate on. [Get Started Now](https://www.jotform.com/workspace/?createTeam=1) ![Image 15: Task Management](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvdGFzay1tYW5hZ2VtZW50LnBuZw==/task-management.png?w=40&t=1) Automation ## Automate your team’s workflow Streamline approvals within your team’s workflow. Collect HR requests, job applications, IT tickets, and more with online forms and turn them into tasks in an automated approval flow. You can also request e-signatures and other approval actions from team members with Approve & Sign. [Get Started Now](https://www.jotform.com/workspace/?createTeam=1) ![Image 16: Mobile Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvYXV0b21hdGUtZmVhdHVyZXMtbW9iaWxlLnBuZw==/automate-features-mobile.png?w=40&t=1) ![Image 17: Process Man Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vZmVhdHVyZXMvcHJvY2Vzcy1tYW4tbmV3LnBuZw==/process-man-new.png?w=40&t=1) Creator ![Image 18: People](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvcGVvcGxlLnBuZw==/people.png?w=40&t=1) Flow Completed Role-Based Access Control ## Assign different roles to team members Structure your team roles in a way that makes sense with your preferred workflow hierarchy. Jotform Teams users can execute daily tasks efficiently, and administrators can ensure all users have access to important assets and data — all possible with the predefined roles in Jotform Teams. * Reduce administrative work * Delegate tasks * Maintain compliance * Ensure security [Get Started Now](https://www.jotform.com/workspace/?createTeam=1) Creator ![Image 19: Operations Image 1](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvb3BlcmF0aW9ucy0xLW5ldy5wbmc=/operations-1-new.png?w=40&t=1) Data Collaborator ![Image 20: Operations Image 2](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvb3BlcmF0aW9ucy0yLW5ldy5wbmc=/operations-2-new.png?w=40&t=1) Data Viewer ![Image 21: Operations Image 3](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvb3BlcmF0aW9ucy0zLW5ldy5wbmc=/operations-3-new.png?w=40&t=1) Team Admin ![Image 22: Operations Image 4](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvb3BlcmF0aW9ucy00LW5ldy5wbmc=/operations-4-new.png?w=40&t=1) ## Jotform Teams Examples ![Image 23: Nonprofit Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvbm9ucHJvZml0LW5ldy0yLnBuZw==/nonprofit-new-2.png?w=40&t=1) ## Nonprofit Keep your nonprofit running smoothly with Jotform Teams. Collaborate seamlessly with team members, volunteers, and donors — all on one easy-to-use platform. Transfer existing donation forms to your team workspace, engage donors with professional spending and planning reports, customize your workflows and approvals, and more. Take your nonprofit to the next level with Jotform Teams. [Learn More](https://www.jotform.com/teams/examples/nonprofit/) ![Image 24: HR Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvaHItbmV3LnBuZw==/hr-new.png?w=40&t=1) ## HR Create a team for your human resources department, and set custom permissions to keep employee data safe and secure. Give HR representatives an easy way to make custom online forms, collect important employee information — like onboarding documents, benefits details, time-off requests, emergency contact details, and more — and work collaboratively on any device. [Learn More](https://www.jotform.com/teams/examples/human-resources/) ![Image 25: Healthcare Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvaGVhbHRoY2FyZS1uZXcucG5n/healthcare-new.png?w=40&t=1) ## Healthcare Give members of your healthcare organization a seamless way to collect patient information and keep it stored securely online. Create separate teams for separate departments, and set custom permission settings to stay in full control of who can access and edit collected data — important for staying in line with HIPAA requirements. [Learn More](https://www.jotform.com/teams/examples/healthcare/) ![Image 26: Agency Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvYWdlbmNpZXMtbmV3LnBuZw==/agencies-new.png?w=40&t=1) ## Agency Provide your agency with an orderly, organized way to manage projects, collect and verify payments, generate reports, and more. Organize different individuals into their respective teams — all with specified project access and workspace visibility. Build a workspace that functions for all members of your agency with Jotform Teams. [Learn More](https://www.jotform.com/teams/examples/agency/) ![Image 27: Education Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvZWR1Y2F0aW9uLW5ldy5wbmc=/education-new.png?w=40&t=1) ## Education Ensure the highest degree of productivity and collaboration at your university or educational institution with Jotform Teams. Keep instructors, administrators, students, and other related parties organized and in the loop with Jotform’s premiere shared workspace. Create and customize student and staff applications, manage funding and donations, generate yearly reports, and more. [Learn More](https://www.jotform.com/teams/examples/education/) ![Image 28: Nonprofit Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvbm9ucHJvZml0LW5ldy0yLnBuZw==/nonprofit-new-2.png?w=40&t=1) ## Nonprofit Keep your nonprofit running smoothly with Jotform Teams. Collaborate seamlessly with team members, volunteers, and donors — all on one easy-to-use platform. Transfer existing donation forms to your team workspace, engage donors with professional spending and planning reports, customize your workflows and approvals, and more. Take your nonprofit to the next level with Jotform Teams. [Learn More](https://www.jotform.com/teams/examples/nonprofit/) ![Image 29: HR Image](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvaHItbmV3LnBuZw==/hr-new.png?w=40&t=1) ## HR Create a team for your human resources department, and set custom permissions to keep employee data safe and secure. Give HR representatives an easy way to make custom online forms, collect important employee information — like onboarding documents, benefits details, time-off requests, emergency contact details, and more — and work collaboratively on any device. [Learn More](https://www.jotform.com/teams/examples/human-resources/) **HR****Healthcare****Agency****Education****Nonprofit** ### TESTIMONIALS ## What Our Users Say About Jotform Teams There's one team that makes most of the forms for our organization, and having Jotform Teams to host all our forms in a shared workspace would make it easier for us to collaborate and edit each other's forms as needed. #### Simon Morgan, Senior Manager of GIS and Business Applications, Three Rivers Park District A really nice feature of Jotform Teams is the role-based access. I was able to add all of our website forms to a team workspace and invite our website vendor to that team, so they can edit the forms without any risk of them seeing protected health information contained in the form submission data. Being able to give people the ability to view data but not edit it, or be able to build a form but not edit the submission data with Jotform Teams' role-based access is great. It makes it much easier to manage things. #### Kyle Krownapple, AV & Collaboration Technologies Support Specialist, The Village Network Jotform Enterprise is lovely and easy to use, and the new Teams feature makes it great. I use it as the admin for contracts, Procurement processes, Payments, Enrollment Management, Help Desk support, and Marketing support. Jotform Teams makes it easier to maintain our documents in one place versus each team member having their forms and documents in their own separate folders. It's going to save a lot of time. #### Tevin Noel, Senior IT Manager, Tennessee State University Our customers have marketing agencies and partners. We use Jotform Teams to create shared workspaces where we can share forms and collaborate with our customer's third-party vendors. Jotform Teams allows us the flexibility to house forms in a shared space where others can access forms and make the changes they need. If someone moves to another department or leaves our organization altogether, Jotform Teams preserves the team's access to the forms and related assets created by that individual without any transferring of ownership. #### Eric Blaser, COO, Liine We have multiple people who support our forms, but who should not be able to see the submission data. Jotform Teams has enhanced our ability to collaborate and share ownership of forms with a shared workspace. Additionally, the new role-based access makes it easier for us to keep submission data completely separated and protected from those who only need access to the form. The shared workspaces of Jotform Teams removes a huge maintenance burden for us and gives us a whole new way to create, maintain, and organize our clients forms and data. #### Jessica Wessel, Product Lead, Grant Street Group ## You can work smarter, together. ![Image 30: Announcing Jotform Teams](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvdGVhbXMvYXNzZXRzL2ltZy1taW4vYmVuZWZpdHMvY292ZXIucG5n/cover.png?w=40&t=1) ## Discover Jotform Teams [View Press Kit](https://www.jotform.com/teams/media/)[Get Started Now](https://www.jotform.com/workspace/?createTeam=1)[Watch the Webinar](https://www.jotform.com/teams/webinar/)