Members and roles
Invite Mokaform teammates and manage Owner, Admin, Editor, and Viewer access across organizations and workspaces.
Mokaform has two role levels: organization roles and workspace roles. Use organization roles for account-wide administration. Use workspace roles for access inside a specific workspace.
PRO feature
Unlimited team members and shared workspaces are PRO features. If your account reaches a member or workspace limit, Mokaform will show an upgrade prompt before you invite more people or create more shared areas.
Organization roles
| Role | Use it for |
|---|---|
OWNER | Full organization control. Owners can manage organization-level settings and ownership-sensitive actions. |
ADMIN | Organization administration without being the owner. Use for trusted operators who manage members, settings, and connected setup. |
EDITOR | People who need to create and work with forms but should not own organization administration. |
VIEWER | People who need read access at the organization level. |
Keep the number of Owners small. Add Admins for operational coverage instead of making everyone an Owner.
Workspace roles
| Role | What it allows |
|---|---|
OWNER | Can create and manage forms and responses, manage workspace members, and delete the workspace. |
EDITOR | Can create and edit forms, but cannot delete forms or responses and cannot manage members. |
VIEWER | Can view forms and edit sharing options, but cannot make form changes, view workflow, or download responses. |
Workspace roles are useful when a person should help in one area without receiving broad organization access.
Invite workflow
Decide whether the person needs organization-level access, workspace-level access, or both.
Invite them from the organization team area for organization access.
Invite them from the workspace member area for workspace-specific access.
Choose the least-permissive role that lets them do their work.
Review roles when a project ends, someone changes teams, or a form begins collecting sensitive data.
Role examples
| Person | Recommended access |
|---|---|
| Founder or account owner | Organization OWNER |
| Operations lead | Organization ADMIN |
| Marketing manager building campaigns | Workspace OWNER or EDITOR |
| Client reviewing a form | Workspace VIEWER |
| Analyst exporting responses | Workspace OWNER or another role that is allowed to download responses in your workspace policy |
Security checklist
- Give people access to the workspace they need, not every workspace by default.
- Use Viewer for review-only access.
- Use Editor for form building without member management.
- Use Workspace Owner for team leads who manage members and responses.
- Review access before collecting personal, payment, file, health, legal, or hiring data.