Creating Organizations

What is an Organization?

An Organization is a shared workspace that groups users, forms, and submissions together. All forms created within an organization are accessible to members with appropriate permissions. Organizations are the foundation of team collaboration in DynamicFormBuilder.

Every user account can belong to multiple organizations and can switch between them using the organization switcher in the top navigation bar.

Creating an Organization

1. Click your profile avatar in the top-right corner.
2. Select "Create Organization" from the dropdown menu.
3. Enter a unique organization name (this will form the basis of your team URL).
4. Optionally upload a logo and set a display name.
5. Click "Create Organization".

You become the Owner of the new organization automatically. You can then invite team members and assign roles.

Organization Settings

Organization settings are accessible from the gear icon next to the organization name in the sidebar. Settings include:

• Organization name and logo
• Default form language
• Member management
• Billing and subscription
• API key management
• Audit log