Work in a client’s workspace

Use an invitation to the client’s workspace rather than sharing the client’s login.

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On this page

Select a screenshot to enlarge it.

Steps

  1. Ask the client’s workspace owner to invite your own account with the appropriate role.
  2. Accept the intended invitation through the supported sign-in flow and use the workspace switcher to select the client’s workspace.
    Confirm the workspace and your recorded role before editing forms or viewing results.
  3. Confirm the workspace name before editing, exporting results, or changing a form. Agree which actions require the client’s approval.
    Use the Draft filter to locate unpublished work and confirm the intended form before editing.

Check before you rely on it

Membership does not transfer ownership or billing responsibility. Keep client response exports in the client-approved destination.

If you need help

If the workspace is missing, ask the owner to verify the invitation address and membership status.

Contact support with the relevant screen, time, and a redacted description. Keep credentials and private respondent information out of screenshots.

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