# Inviting And Managing Team Collaborators

NOTE

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

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

In this guide, we'll cover how to:


# Inviting Collaborators

PREFER VIDEO GUIDES?

Check out how to invite collaborators using this video!

To invite a new collaborator to your team:

1

In your Workato account, navigate to Team management > 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

Using the Role menu, select the role you want 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 team invite.

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 team roles in environments before changing a collaborator's role.

To change an existing collaborator's role:

1

In your Workato account, navigate to Team management > Collaborators. (opens new window)

2

Click on the collaborator you want to modify. This will open the Edit collaborator page.

3

Use the Role dropdown 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 team.

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

To delete a collaborator:

1

In your Workato account, navigate to Team management > Collaborators. (opens new window)

2

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

3

When prompted, click Delete to confirm the deletion.