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The Invitees panel is where you build and manage the list of people allowed to access your restricted form. It is available once you have enabled invite-only access on a form.
Invitee management requires invite-only access to be enabled. See Invite-only access.

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Opening the Invitees panel

  1. Open the form in the studio.
  2. Click Invitees in the canvas toolbar (appears only when restricted access is on).

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Adding invitees

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Add individually

  1. In the Invitees panel, click Add invitee.
  2. Enter the contact’s email address (and name, optionally).
  3. Click Add.
The contact is added to your invite list with a Pending status (no invite sent yet).

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Add from a contact group

  1. In the Invitees panel, click Add from group.
  2. Select a contact group from the dropdown.
  3. All contacts in the group are added to the invite list in bulk.
Contacts that are already on the invite list are skipped automatically.

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Sending invites

Adding a contact does not send an invite email automatically. You control when emails go out.

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Send to all pending

Click Send invites in the Invitees panel header. A confirmation dialog shows how many contacts will receive an email. Confirm to dispatch.

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Send to one person

Hover over an invitee row and click the Send (paper plane) icon to send or resend their invite.
For OTP mode there is no per-person link in the invite email — the email contains the plain form URL and instructions. The OTP itself is only generated when the respondent enters their email on the form.

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Invitee statuses

StatusMeaning
PendingAdded to the list but no invite email sent yet
InvitedInvite email has been sent; respondent has not opened the form
In progressRespondent has opened the form and started answering
CompletedRespondent has submitted the form
The stats bar at the top of the Invitees panel shows totals for each status at a glance. Click a status tile to filter the list.

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Resending an invite

Hover over an invitee row and click the Send icon. This sends a fresh invite email regardless of the current status. Use this when:
  • The original email was missed or went to spam.
  • You have regenerated a magic link (for magic link mode).
  • The invitee requests a new OTP (they can also request one themselves on the form).

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Removing an invitee

Hover over an invitee row and click the Remove (trash) icon. Confirm the prompt. Removing an invitee immediately invalidates their magic link or secret code. If they try to access the form after removal they will see the gate message.

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Mode-specific notes

Each invitee has a unique magic link shown in their row. Use the copy icon to grab the link and share it manually (e.g. in a custom email or message). The same link is sent when you use Send invite.

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Secret code

Each invitee is assigned a unique secret code visible in their row. Share the code alongside the form URL through whatever channel suits your workflow.

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OTP

There is no per-person link or code to share. Share the plain form URL with your invitees — they will verify their identity by entering their email on the form and receiving a code.

Invite-only access

Enable restricted access and choose a verification mode.

Form scheduling

Automatically close access to invitees after a deadline.