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Permissions & Sharing

Account roles, owner vs member inside a team, and per-workflow sharing permissions — three layers stack up to decide who can do what.

What someone can do with a workflow comes from three stacked layers: the account role, their standing inside the team, and that workflow's own sharing settings. Taken one at a time it is simple; mixed together it gets confusing.

Layer 1: account role

RoleMeaning
MEMBERThe default role. Owns what it creates and can gain access to other people's resources through sharing.
VIEWERA read-only account: can inspect the workflows it has access to but cannot create, edit or run them. Suits auditors and limited guests.
ADMINPlatform administrator, visible across accounts. Set by the deployment operator; you cannot request it yourself.

Layer 2: standing inside the team

A team has exactly two standings: the creator is the owner, everyone else is a member. There are no finer-grained team roles.

ActionsOwnerMember
Change the team name and description
Invite new members
Remove MemberCan only leave on their own
Disband The Team
Manage the subscription and seats
See the team member list
Use team credentials and team workflows
Members are not ranked against each other

Everyone in the same team sees team resources the same way. To separate "who can edit" from "who can only look", use the third layer below — per-workflow sharing permissions.

Layer 3: the workflow's sharing settings

This is where the fine control lives. Each workflow picks a sharing scope, and each of five permissions can be toggled for whoever it is shared with.

  • Private — The owner only. This is the default for a new workflow.
  • Teams — Every member of a chosen team.
  • Designated Members — A named list of accounts.
  • Public — Anyone holding the link can view it.

Five permission bits toggle independently: view, edit, execute, re-share and delete. A common combination is team + view + execute — colleagues can run it but cannot change it. A share can also carry an expiry date and lapses automatically.

What each plan allows for collaboration

  • Free: no collaboration; workflows are yours alone.
  • Pro: you can see what is shared with you, but cannot drive full collaboration management yourself.
  • Team and above: full team and sharing permissions.
  • The audit-log viewer is opened only on the Enterprise plan; the platform records the events all along regardless.

How common splits map onto this

  • Only SRE may edit production workflows — Keep the workflow owned by SRE and share it with the team as view + execute only.
  • Compliance looks but does not touch — Give them a VIEWER account, or share with view permission only; where a sign-off is required, use manual_approval to put the person inside the flow instead.
  • Keep development and production apart — Create two teams and move a workflow to the production team only after it has proven stable in the development one.

Next

  • Teams — How to create a team, invite members, and what to do when the sole owner wants to leave.
  • Manual Approval — Put people inside the flow instead of relying on permissions alone to stop things.
  • Credentials — The resolution order between personal and team credentials.

Last Updated · 2026-08-04

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