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Sharing Workspace Resources

Sharing resources within a workspace enables team members to access and utilize resources created by others without the ability to modify them. This setup facilitates seamless and efficient collaboration on projects. A workspace organizes all of your workflows and resources, such as connections, runners, and workflow packs, in one place. Only users who have been invited to the workspace by the workspace owner can access these workflows and resources.

Workspace Resources That Can Be Shared With Other Workspaces​

  1. Workflow Packs and/or Workflows

    1. When a workflow is created, it initially only appears in the creator's workspace. To make it available to others, the workflow can be shared with specific users or groups, allowing it to appear in their Self-Service Portal.
    2. For detailed instructions on sharing Workflow Packs and their workflows, please visit the Sharing Workflows section of our documentation.

  2. Connections

  3. Runners

Sharing Runners​

You can give permission for another Workspace to use a Runner you created, allowing all members of that particular workspace to use the Runner.

  1. Click on the three dot menu Thumbnail next to the Runner you would like to share.

  2. Select a workspace from the dropdown menu. Members of this workspace can now use the runner.

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Sharing Connections​

You can give permission for another workspace to use a connection you created, allowing all members of that particular workspace to use the connection.

  1. Navigate to the Connections page.

  2. Click ThreeDots on the right-side of the connection you want to share. A Share My Connection dialog window opens.

  3. Search and select which workspaces to share the connection with.

  4. Click Add. Any Workflow created in this workspace can now use the connection. s

  5. The information box displays all the workspaces the connection is shared with and the email address of who shared it.

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