Users & Teams Guide

Use Users & Teams to manage the people and team structure for your ExForms account.

Owner-only area Only account owners can open and use this section. Team members can work with existing templates and connections, but they do not manage company teams, users, or subscription seat usage from here.

Open Users & Teams

  1. Sign in as the account owner.
  2. Open the PDF, Word, PPT side of the add-in.
  3. Click Settings in the header.
  4. Choose Users & Teams.

What You See

The current screen includes:

  • a Team Members usage bar showing current versus allowed members
  • a Manage subscription action that opens the subscription page
  • a toggle between Teams and Users
  • add buttons for new teams or new users
  • inline loading and empty states

Manage Teams

Use the Teams view to organize users into groups.

From this view you can:

  • add a new team
  • rename an existing team
  • delete an empty team

Current delete rule:

  • if a team still has members, delete is blocked and the add-in explains why
  • only empty teams can be deleted after confirmation

Manage Users

Use the Users view to invite or edit team members.

Add or Edit a User

The current user dialog is a 2-step flow.

Step 1:

  • full name
  • email address
  • optional contact number
  • base permission choice:
    • Can edit templates and settings
    • Can use templates only

Step 2:

  • assign the user to one or more teams
  • save the new user or changes

Manage User Permissions

Each user row can also open an inline permissions panel.

Current permission controls include:

  • Allow Excel template upload
  • destination-level permissions such as Configure, Edit Mapping, and Sync Data
  • endpoint-level permissions such as Read, Write, Delete, and Sync Data

Use Save Permissions to persist those changes.

Important Notes

  • Users & Teams is owner-only.
  • The section lives inside Settings on the Documents side of the add-in.
  • Team members can belong to one or more teams.
  • Subscription seat usage is surfaced directly in this screen through the team-member usage bar.