Skip to main content

Project Permissions

Three things decide what someone can do on a project: their role in the team, which projects, inventories and calendars they've been given access to, and what their plan allows.

Team Roles​

Each person has a role in each team they're part of, Admin or Team. Someone can be an admin of one team and a team member in another. See Roles.

Admins Can​

  • Access all the team's projects, inventories and calendars
  • Invite new people to the team, and remove people
  • Change people's roles and what they can access
  • Change team plan
  • Buy additional team storage space

Team Members Can​

  • Work on the projects, inventories and calendars they've been given access to
  • Create new projects
  • Add existing team members to a project. Only admins can invite new people, or remove people

Both roles can send project pages to clients for review.

What Someone Can Access​

If you're an admin, you can also select which inventories and calendars someone can use when you add them to a project, so they can work on it without seeing sensitive documents like contracts or your personal schedule.

If you're an admin, you can change someone's access in Account → Team management: click the Projects, Inventory or Calendars column on their row. See Changing What Someone Can Access.

What Clients Can Do​

Clients only see the page you've sent them, and they can't edit your project. When you send a page, you select if they can reply in the conversations, can see existing comments, and, on a page with a Photo Selection, if they can download the images in it. Clients can approve photos in a Photo Selection and items in a Shopping Selection. If you send a page to more than one client, each one gets their own copy to comment on and approve. See Client Revisions.

What Your Plan Allows​

Each plan has different limits, so what you can do in a project depends on your plan.

  • Personal: Create your own projects and share with clients, but can't be a part of any team
  • Studio and Pro: Can create personal and team projects, share with clients and everything else those plans include

See Subscription Plans.

After Your Free Trial Expires​

If you haven't selected a plan when the 30-day Pro trial ends, you'll be removed from any team you're in, unless an admin of that team has chosen to pay for your account. You'll get a notice seven days before your trial ends. All your personal work is kept for as long as you have a Formta account, so you don't lose it while being away from Formta, and you can still:

  • See your billing and update your subscription
  • Edit your profile, which others only see if you're the client on one of their projects
  • See the list of your projects on the Projects page, without opening them
  • See, comment on and approve the client revisions you've been sent as a client

You can't open, create or edit projects or elements until you upgrade to Personal, Studio or Pro.

Tips​

  • Give people Team access to start with: Make them an admin only when they need to manage the team, its members and what they can access
  • Add a second admin: If the admin who pays for the team leaves or stops paying, another admin can take over the payment and the team stays open
  • Send a page to people who only need to see it: Send it to them as a client instead of adding them to the team. They'll only see that page, and they can't edit your project. Sending a page to a client doesn't cost anything, while adding a team member does
  • Select a plan before your trial ends: Otherwise you'll leave any team that isn't paying for your account, and you can't open your own projects until you upgrade