Weavely makes it easy to collaborate with others by allowing you to invite team members to your workspace. Whether you’re working on form creation, reviewing responses, or managing integrations—bringing others into your team helps speed up feedback and coordination. This guide walks you through how to invite someone to your Weavely team, what the invitation flow looks like for them, and how to manage team access once they’ve joined.

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Accessing Team Settings

To get started, head to the Settings section in your Weavely dashboard. If you’re currently working in the form editor, you can return to the dashboard by clicking the house icon in the top-left corner. Once back in the dashboard:
  • Click on Settings in the left-hand menu.
  • Select Team Settings.
This is where you’ll manage your team members. Team Settings Gi

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Inviting Someone to Your Team

To invite someone, simply enter their email address in the Team Settings panel and press Invite. An invitation will be sent to that address. The recipient will receive a straightforward email with a link to accept the invite. Once they click it, they’ll be prompted to either sign in or create a new account. It’s important that they complete this step using the same email address the invitation was sent to.

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Switching Between Teams

After joining, the invited user will land in their own default team, which may initially be empty. To access the shared team:
  • Click the team name in the top-left corner.
  • Select the team they were invited to.
Once they switch to the correct team, they’ll be able to view and collaborate on all shared forms. Switch Teams Gi

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Collaboration Notes

Team members can:
  • View and analyze form responses
  • Edit form content
  • Modify styling and logic
  • Configure integrations
However, real-time editing is not yet supported. If two team members edit the same form simultaneously, the last person to save will overwrite the other’s changes. Be sure to coordinate when working on the same form.

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Managing Team Roles and Access

In the Team Settings, you’ll see a list of all current team members. From here, you can:
  • Promote a member to Owner
  • Remove a member from the team
This gives you full control over who can access and manage your Weavely workspace.