Workspaces

Workspaces are the organizational backbone of BttrForm. They let you group forms, team members, and settings into self-contained environments. Whether you are separating projects by department, client, or product line, workspaces give you the isolation and structure you need to keep things manageable at scale.

What Is a Workspace?

A workspace is an isolated environment within your BttrForm account. Each workspace has its own:

• Forms -- Every form belongs to exactly one workspace
• Team members -- People can be invited to specific workspaces with different roles
• Settings -- Custom domains, branding, and integrations are configured per workspace
• Usage tracking -- Response counts and storage are tracked at the workspace level

Think of workspaces as separate departments within a company. The marketing team has their workspace with survey forms, the HR team has theirs with application forms, and the product team collects feedback in a third workspace -- all under one BttrForm account.

Creating a Workspace

Step 1: Open the Workspace Switcher

Click on the workspace name in the top-left corner of the dashboard. This opens the workspace switcher panel.

Step 2: Click "Create Workspace"

At the bottom of the workspace list, click the Create Workspace button.

Step 3: Configure the Workspace

Fill in the workspace details:

Name:         Marketing Surveys
Description:  All customer-facing surveys and feedback forms

The name appears in the workspace switcher and in team invitation emails. Choose something descriptive so team members immediately know what the workspace is for.

Step 4: Invite Initial Members (Optional)

You can optionally invite team members during workspace creation. Enter email addresses and assign roles. You can always invite more people later from the team settings.

Switching Between Workspaces

You can switch between workspaces at any time without logging out.

1. Click the workspace name in the top-left corner of the dashboard.
2. The workspace switcher panel opens, showing all workspaces you belong to.
3. Click on the workspace you want to switch to.

The dashboard immediately updates to show the forms, responses, and settings for the selected workspace. Your recent workspaces appear at the top of the list for quick access.

Keyboard Shortcut

Press Ctrl+K (or Cmd+K on Mac) to open the command palette, then type the workspace name to switch quickly.

Command Palette > "Marketing Surveys" > Enter

Workspace Settings

Each workspace has its own configuration panel at Settings > Workspace. Here you can manage:

General Settings

• Name and description -- Update the display name and internal description.
• Workspace icon -- Upload a custom icon or emoji that appears in the workspace switcher.
• Default language -- Set the default language for new forms created in this workspace.

Branding

• Logo -- Upload a workspace logo that appears on published forms.
• Color scheme -- Define primary and accent colors for form themes.
• Custom CSS -- Add custom styles that apply to all forms in the workspace (Business plan and above).

Custom Domains

Map a custom domain to your workspace so forms are served from your own URL:

Workspace:  Marketing Surveys
Domain:     forms.yourcompany.com
Status:     Active (SSL verified)

Moving Forms Between Workspaces

If a form needs to live in a different workspace, you can move it without losing any data.

How to Move a Form

1. Open the form you want to move.
2. Click Form Settings (gear icon).
3. Scroll to the Advanced section.
4. Click Move to Another Workspace.
5. Select the destination workspace from the dropdown.
6. Confirm the move.

Form:         Customer Satisfaction Q1
From:         Marketing Surveys
To:           Product Feedback
Responses:    All 342 responses will move with the form
Embed codes:  Links remain active, no changes needed

Permissions for Moving Forms

• Owner and Admin can move any form in the workspace.
• Editors can only move forms they created.
• Viewers cannot move forms.

The user must also have at least Editor access in the destination workspace.

Workspace Limits by Plan

Deleting a Workspace

Only the workspace Owner can delete a workspace. Deletion is permanent and removes all forms, responses, team memberships, and settings.

How to Delete

1. Go to Settings > Workspace > Danger Zone.
2. Click Delete Workspace.
3. Type the workspace name to confirm.
4. Click Permanently Delete.

Best Practices

• One workspace per department or client -- This keeps forms and permissions cleanly separated.
• Use descriptive names -- A workspace named "Q1" is less useful than "Sales - Q1 Pipeline Surveys".
• Set up integrations per workspace -- Route notifications and data exports to the right channels.
• Review workspace membership quarterly -- Remove members who no longer need access and clean up unused workspaces.