Inviting team members

Team plan required

Team collaboration seats require the Team plan. The Team plan includes up to 5 seats. Additional seats can be purchased separately.

Inviting a team member

1. Go to Account > Team
2. Click Invite member
3. Enter the email address of the person you want to invite
4. Assign a role: Viewer, Editor, or Admin
5. Click Send invitation

The invitee will receive an email with a link to accept the invitation. They will be asked to create a SheetForge account if they do not already have one.

Roles explained

• Viewer - Can view and filter apps but cannot edit data or settings
• Editor - Can view, filter, and edit records in all shared apps
• Admin - Full access including creating apps, managing team members, and billing

Removing a team member

Go to Account > Team, click the three-dot menu next to the member, and select Remove. They will immediately lose access to all team apps.