Account, team & billing
Everything related to your FormNode workspace itself — who's on the team, what they can do, the API keys that power your integrations, and the plan that pays for it. All managed from Settings in the dashboard sidebar.
Team & roles
Open Settings → Team to invite teammates and set their roles. FormNode has five roles, in increasing order of privilege:
- End User— a customer-portal user. Can submit forms and respond to approvals scoped to their organization. No dashboard access. End users are typically invited from a customer's side, not yours.
- Read Only — can view forms, submissions, and approvals across the workspace. Cannot create or edit anything. Useful for reporting / oversight roles.
- Member — full operational access. Can create and edit forms, organizations, integrations, and approvals. Cannot manage billing, team, or API keys.
- Admin — Member plus team management (invite/remove users) and API key management. Cannot change the plan or remove the workspace owner.
- Owner — full control. There is exactly one Owner per workspace. Owner is the only role that can change billing or transfer ownership.
Invite a teammate
From the Team page, click Invite User, enter their email and pick a role. FormNode emails them an invitation link. The invite expires in 1 hour and is single-use; if they miss it, you can resend.
Each plan has a staff-user limit (Starter: 1, Pro: unlimited, Business: unlimited). End users don't count against staff limits — they have their own per-organization limits on plans that allow them.
Edit a teammate's name or role
From the Team page, hover over a row and use the kebab menu. You can edit the user's display name (useful when invited users haven't set their own), change their role, resend an invite, or remove them from the workspace.
API keys
Open Settings → API to issue keys for the REST API and the MCP server. Keys are workspace-scoped, named, and have a permission scope set at creation time. The three scopes (UI labels with their internal values shown in parentheses):
- View only (
READ_ONLY) — list and inspect organizations, forms, and submissions. Cannot mutate. - Build and update (
SYNC) — View only plus create/update for organizations, forms, integrations, and dynamic fields. The scope most agents and integrations want. - Everything (
FULL) — Build and update plus submission and approval write access. Use only for agents that need to test the round-trip themselves.
Keys are shown once, at creation time. If you lose the value, rotate the key — there's no way to recover the original. Each key has a name, last-used timestamp, and scope, so you can audit which integration is calling what.
Revocation is immediate. In-flight calls fail with a 401 within seconds.
Plans & billing
Open Settings → Billing to view your current plan, change plans, redeem a coupon, view past invoices, and update payment details. Billing is handled by Creem; FormNode never sees your card.
Plans at a glance
- Starter — Free. 5 organizations, 1 staff user, 3 active published forms, 500 submissions/month fair use, dynamic fields, webhooks, email notifications, inline embeds.
- Pro — $49/mo. Unlimited organizations, unlimited staff users, cascading dropdowns, decision-table approvals, customer portal, custom domain, custom SMTP, ConnectWise pod, analytics dashboard.
- Business — $129/mo. Everything in Pro plus the MCP server, the official n8n community node, REST API, webhook delivery tracking, white-label, and priority support.
See the pricing page for the full feature matrix and current plan details.
Upgrade flow
From the Billing page, Starter workspaces can click Upgradeon a paid plan. FormNode redirects you to Creem's checkout, where you enter a payment method and (optionally) a coupon code. On success, Creem sends a webhook back; the workspace plan updates within a few seconds.
Existing paid workspaces schedule downgrades from the Billing page. Downgrades take effect at the end of the current period, and the workspace keeps its current paid features until then. Paid-plan upgrades are handled through support today. FormNode does not issue prorated refunds or credits for mid-cycle plan changes or cancellations.
Cancellation
From the Billing page, click Cancel subscription in the Danger Zone. You retain access until the end of the current period, then the workspace and all associated data are scheduled for permanent deletion 24 hours later. You can reactivate before the scheduled deletion if the cancellation was a mistake.
If you want to keep the workspace on a lower tier instead of deleting it, schedule a downgrade before canceling the subscription.
Failed payments
If a renewal payment fails, the workspace enters a 7-day grace period — full access continues, and Creem retries the card automatically. After 7 days without a successful payment, the workspace becomes restricted: existing forms keep submitting, but new dashboard mutations are blocked until billing is resolved. Restricted workspaces are not auto-deleted; you can come back at any time by adding a new payment method.
Workspace settings
Open Settings → Workspace for cross-cutting workspace configuration:
- Workspace name and logo
- Default theme applied to new organization portals
- Custom SMTP for outbound emails (Pro and above)
- Custom domain for portals and embeds (Pro and above) — see Custom domain
Transfer ownership
From the Team page, the Owner can promote any Admin to Owner. The previous Owner is demoted to Admin in the same action. This is a one-step, single-confirmation operation — there's no "pending invite" dance — so the new owner needs to be a teammate first.
Troubleshooting
Upgrade button shows "Failed to start checkout"
Two common causes: (1) the workspace is on Starter and you're clicking Subscribe on the Starter row instead of Upgrade on a paid row — Starter doesn't require checkout. (2) Creem rejected the request. Open the browser console for the exact error message and forward it to support@formnode.io — most often it's a one-line config issue we can fix from our end.
Coupon shows as "invalid"
The coupon was redeemed past its expiration, has hit its redemption cap, or doesn't apply to the plan you're selecting. Check the code and selected plan, or contact support if you believe the code should still be valid.
Invoice download is empty
Invoices are downloaded directly from Creem. If the link returns a blank page, you're probably signed into a different Creem account than the one that owns the subscription. Open the invoice email Creem sent at the time of payment — the same email contains a direct PDF download.