# Invite and manage workspace collaborators

NOTE

To perform the tasks in this guide, you'll need:

Ready to bring other workspace members into Workato? With Workato Workspaces, you can easily invite, manage, and delete collaborators as needed.

This page provides information on how to:


# Inviting Collaborators

PREFER VIDEO GUIDES?

Check out how to invite collaborators using this video!

To invite a new collaborator to your workspace:

1

Log in to your Workato account and navigate to Workspace admin > Collaborators (opens new window).

2

Click Invite Collaborator in the top-right corner of the page.

3

Enter the full name and email of the collaborator.

4

Use the Role menu to select the role you plan to assign to the collaborator.

5

Click Send invitation.

If the user is already a Workato user, they'll be prompted to sign in and accept the workspace invitation.

New users will be prompted to sign up for an account.


# Changing A Collaborator's Role

USING ENVIRONMENTS?

If using the Environments feature, ensure that you understand how to manage workspace roles in environments before changing a collaborator's role.

To change an existing collaborator's role:

1

Log in to your Workato account and navigate to Workspace admin > Collaborators. (opens new window)

2

Click the collaborator you plan to modify. This opens the Edit collaborator page.

3

Use the Role drop-down menu to select the new role.

4

Click Update.


# Deleting collaborators

If someone has left your organization or no longer requires access to Workato, you can delete the collaborator from the workspace.

Note: Deleting a collaborator doesn't delete the work done by the collaborator.

To delete a collaborator:

1

Log in to your Workato account and navigate to Workspace admin > Collaborators (opens new window).

2

Click Delete collaborator in the top-right corner of the page.

3

Click Delete to confirm the deletion when prompted.


Last updated: 11/27/2023, 9:51:04 PM