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Team

Manage your team identity, communication settings, and who has access to your workspace.

What you can do​

  • Change team name, URL slug, and timezone.
  • Configure email notification recipients and sender appearance.
  • Control who gets notified when customers submit detail forms.
  • Manage members (if your plan includes teams).
  • Manage invitations (if your plan includes teams and you have invite permissions).

Tabs​

  • General -- always available. Change your team's basic information (name, URL slug, timezone).
  • Email -- always available. Configure who receives form response notifications and how outgoing emails to customers appear.
  • Notifications -- always available. Control who gets email notifications for detail form submissions.
  • Members -- available when your plan includes teams.
  • Invitations -- available when your plan includes teams and you have permission to invite.

If your plan does not include teams, you see General, Email, Notifications, and basic team settings.

General​

URL Slug​

The URL slug is the short name in your workspace URL. You can change it in the General tab. Warning: If you change it, all existing links to your workspace break.

Email​

Notification email for form responses​

Set an email address that receives notifications when new form responses come in. If no email is configured, notifications are sent to the team owner.

  1. Go to Team > Email.
  2. Enter the email address and click Add email.
  3. Click Save changes.

You can add one notification email address. To change it, remove the current one and add a new one.

Email sender for customer emails​

Customize how emails sent to your customers (e.g., confirmation emails, magic links) appear.

  1. Go to Team > Email.
  2. Set a Sender Name (the name customers see as the sender).
  3. Optionally set a Reply-To Address (where customer replies go).
  4. Click Save changes.

Notifications​

Detail form notifications​

Control who receives an email when a customer submits or updates a detail form.

  1. Go to Team > Notifications.
  2. Toggle Notify team on or off.
  3. Toggle Notify assigned user on or off.
  4. Click Save changes.

Both options are on by default. When enabled:

  • Notify team sends an email when a customer submits or updates a detail form. The email goes to the notification email address configured under Email, or to the team owner if none is set.
  • Notify assigned user sends an email to whoever is assigned to the related event.

How to invite someone​

  1. Go to the Invitations tab.
  2. Click Invite.
  3. Enter their email address.
  4. Choose a role (Admin or Member).
  5. Send the invitation. They receive an email with an invitation link.

Managing members​

You can change roles or remove members from the team list in the Members tab.

Invitations​

  • Copy an invitation link to share it.
  • Resend an invitation.
  • Cancel an invitation.