Members, teams and roles

Three things decide what someone can do in KyraForm:

• Role: what they can do across the organization.
• Teams: which forms they work with.
• Form shares and privacy: exceptions for a single form.

Members

Members in the sidebar lists Organization members (“People who currently have access to this workspace”) and Pending invitations.

Invite one person

1. Select Invite member.
2. Enter their Email address. “They do not need an account yet — the invitation waits for their first sign-in.”
3. Choose their Role. Creator is the default.
4. Send. “They will see the invitation the next time they sign in.”

Invite many people

Select Import a list. Paste Email addresses or Upload a CSV, choose a Role for everyone else, and send. The result shows who was Invited, who was Already there, and any that Failed.

Change or remove

From a member’s Actions menu, change their role or remove them. Revoke cancels a pending invitation. The Owner can’t be removed.

Plan limits: 5 members on Free, 25 on Pro, unlimited on Ultra.

Roles

Roles in the sidebar: “Permission sets assigned to members across the organization.”

Built-in roles

Role	Can	Can’t
Owner	Everything, including billing and deleting the organization	—
Admin	Run the organization day to day: members, roles, teams, all forms, all responses	Billing, deleting the organization
Creator	Build, edit, publish and delete forms. See results as totals.	Read individual responses or export them
Analyst	Read and export responses	Change the questions
Viewer	See which forms exist	See anything submitted

Why Creators see totals only

The person who builds a form is often not the person who should read the answers (think of an exit interview). Creators see results in aggregate by default. Give someone the Analyst role, or share the form with them, to let them read responses.

Built-in roles can have their permissions edited (Edit permissions) but not renamed or retired.

Custom roles

On Ultra, select New role, give it a Name (such as Reviewer) and Description, and tick its Permissions. Roles that are no longer needed can be Retired.

Every permission

Area	Permission	Allows
Organization	View organization	See the organization
	Edit organization settings	Name, industry, logo, API keys
	Delete organization	Delete it and everything in it
	Manage billing	Plans, payment and invoices
	Invite users / Remove users	Add and remove members
	Change a member organization role	Assign roles
	Create and edit roles	Manage roles
	View members	See the Members and Roles pages
Team	View / Create / Edit / Delete team	Manage teams
	Add / Remove team member	Manage who’s in a team
Form	View / Create / Edit / Delete form	Work with forms
	Publish form	Put a form live
	Move form to another team	Change the owning team
	Share a form with a person or team	Give access to one form
Response	View aggregate results only	Results charts and counts
	View responses with identifying fields masked	Redacted responses
	View complete responses	Full responses
	Export responses off the platform	Download, and send to integrations
	Delete responses	Permanently remove responses

Teams

Teams: “Groups of people and the forms they work on.” Every form is owned by a team. A person can be in several teams.

• New team: a Team name and Description (optional).
• Sub-teams: teams can be nested, such as Sales → North → Chennai. Use Move to top level to un-nest one. Nested teams are on Pro and above.
• Add members: pick people from the organization. “Owner already has access to all teams.”
• Delete a team: choose to Keep sub-teams, move them up or Delete team and all sub-teams.

Sharing a form

In the builder, Settings → Team and sharing: “Choose the owning team and control who can work with this form and its responses.”

Setting	What it does
Owned by team	“The team groups this form. Who can edit or read it comes from org roles and shares.”
Shared with	People or teams given access to this one form. Share with A person or A team, choose the Access, and optionally when it Expires.

Use shares for exceptions, such as letting an HR partner read one form’s responses without making them an Analyst everywhere.

Response privacy

Who can read responses sets the form’s privacy: Standard, Anonymous, Blind review or Restricted. It overrides every role. See Responses → What you can see.

“Locked once the first response arrives — people answer under the terms shown at the time.” Choose it before publishing.