Users with Owner permissions can manage the organization, plans, and billing as well as manage users, forms, and entries. When possible, we recommend assigning more than one Owner in case the existing Owner leaves the organization.
When you first sign up for Cognito Forms, you automatically create your first organization.
Once you verify your email address, you can add as many organizations as you like. Each organization has its own set of forms and its own separate billing plan. Your organizations are separate from your account profile, which is the profile you create when you sign up. From your account profile, you can also enable two-factor authentication to add an extra layer of security.
To switch between organizations, select your organization’s name in the top right corner of your screen and select the organization from the dropdown.
Organizations can add additional users once the organization has been upgraded from the free Individual plan. Once you invite a user, all they have to do is look out for the email and accept the invitation. Learn more about adding or inviting users to your organizations.