Form Permissions and Limits

1 min read

The 6 Forms permissions and the plan limits for forms.

What your team may do with forms, and how many forms your plan allows.

Overview

This guide lists the 6 Forms permissions and the limits.

Who Can Access

Agency Admin

Permissions

Set them in Settings → Roles & Permissions under Services, forms & coupons. The owner and co-admins can do everything.

Forms permissions in Roles & Permissions
PermissionWhat it allows
View FormsSee forms and entries
Create FormsCreate and duplicate forms
Edit FormsUse the builder
Delete FormsDelete forms
Manage Form StatusMake Public and Make Private
Manage Form RulesConditional logic and rules

Limits

  • Your plan sets how many forms you can have, drafts included. At the limit, Create Form is hidden.
  • Order forms use your monthly order and client allowances; when they run out, buyers are told orders aren’t being taken.
  • Contact forms use your monthly lead allowance.
  • Intake and onboarding forms have no limit on submissions.

Frequently Asked Questions

Do example forms count?⌄
No.