How to Create a Jotform Team

Jotform Teams offers a smarter, more streamlined way to collaborate. Instead of adding collaborators one by one, you can bring your entire team together in a shared workspace—making it easy to build forms, manage data, and work in real time, all in one place.

Creating a Team from Your Workspace Page

You can quickly create a team from your Workspace page. Here’s what to do:

1. On your Workspace page, in the menu on the left, click on My Workspace.
2. Then, in the menu that comes up, click on Create Team.

2. Now, in the Create Team window that opens up, set up these things:
   • Team Avatar — Choose a preset avatar or click the + icon to customize it.
   • Team Name — Add your team’s name to match your group or project.
   • Invite Members — Add people to your team so you can work together on different assets. Inviting members is only available for those with Enterprise Plans. Check out this guide about How to Add a New Team Members to a Team to learn more about it.
3. Then, click on Create and you’re all set.

Creating a Team from the All Teams Page

You can also create a team directly from the All Teams page. Here’s how to set it up:

1. On your Workspace page, click on All Teams in the top-right corner of the page.

2. Then, on the All Teams page, click on Create Team.

3. Now, In the Create Team window that opens up, fill in these details:
   • Team Avatar — Choose a preset avatar or click the + icon to customize it.
   • Team Name — Add your team’s name to match your group or project.
   • Invite Members — Add people to your team so you can work together on different assets. Inviting members is only available for those with Enterprise Plans. Take a look at our guide on How to Add a New Team Members to a Team for more details.
4. Then, click on Create and you’re good to go.

You’ll now be redirected to your newly created team workspace. From here, you can start building Forms, AI Agents, Workflows, Apps, E-Sign Documents, Tables, Reports, or Boards together with your team in real time.

That’s it! Your’re ready to go! It’s everything your team needs to stay organized and work together seamlessly.