Sharing your Workflows, Workflow Runs, Forms, or Pages with others, either within your team or with external collaborators is simple.
What you share and what access they can have to it depends on their user type and the level of permission you have granted on the item you’re sharing.
You can change sharing settings to restrict access to an item just as easily as you can grant access. This allows you to keep some items private while others can be shared with your whole team.
To access the options for sharing a Workflow, first head to your Library and search for the Workflow you would like to share.
Next, click the three dots (…) next to the name of your Workflow to open the dropdown menu.
From there, click the “Share” button to bring up your sharing options. You will see three tabs, for “Permissions“, “Share Link” and “Run Link” as shown below.
To assign new Users, Guests, Builders, or groups to a Workflow, click on the “Permissions” tab and type their name or email address into the field provided and click “Invite & Share” to add them. For existing users, type their name or email address and click enter (as shown below).
Next, you’ll need to consider how much access (or which permission level) you would like them to have on this Workflow.
Admins always have full access to every workflow. For other roles, the available permission levels depend on the user’s role.
Builders can be assigned one of the following levels, from highest to lowest:
Note: The Edit & View Own level is available on certain plans. On other plans, four levels are available (Edit & View All, View All, Run, and View).
Users have a more limited set of permission levels:
Guests only ever have ‘View’ permissions.
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