Company & Team Setup

Setting up your company, inviting team members, and managing access.

ZyntForms uses a Company → Department → Member structure. One user account can belong to multiple companies.

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Creating a company

1. Log in at forms.zyntel.net
2. Click your name / workspace icon in the top navigation
3. Click Create new company
4. Enter the company name and click Create
5. You are the Owner of the new company automatically

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Inviting team members

1. Go to Company settings (gear icon)
2. Click Members → Invite member
3. Enter the colleague's email address
4. Choose their role:

Role	Can do
Owner	Everything — billing, settings, delete company
Admin	Invite members, create/edit/delete any form
Editor	Create and edit forms, view all responses
Viewer	View forms and responses only — no editing

5. Click Send invite
6. The colleague receives an email invitation. They click the link and are added to the company automatically (creating an account if they don't have one).

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Creating departments

Departments let you organise forms and access by team or function (e.g. Lab, Admin, HR).

1. Go to Company settings → Departments
2. Click New department
3. Name it (e.g. "Laboratory", "Human Resources", "Finance")
4. Click Create

Assign members to departments from Company settings → Members → click a member → Departments.

Forms created inside a department are only visible to members of that department by default.

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Managing forms across the company

As an Owner or Admin, you can see all forms across all departments from the All forms view. Use the Department filter to narrow by team.

To transfer a form to a different department:

1. Open the form
2. Click Settings → General
3. Change the Department dropdown

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Company settings

Setting	Where to find it
Company name	Settings → General
Branding (logo on forms)	Settings → Branding (Pro)
Custom domain	Settings → Domain (Pro)
Billing / plan	Settings → Billing
Delete company	Settings → General → Danger zone

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Switching between companies

If you belong to multiple companies, click the company name in the top navigation bar. A dropdown shows all your companies. Click any name to switch — your dashboard updates to show that company's forms.

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For help, email [email protected].