Invite and manage workspace collaborators

You can invite, manage, and delete collaborators as needed within Workato workspaces. It’s not possible to share a specific project in your workspace. However, you can invite collaborators to a workspace and manage permissions to grant access to a specific project. Users you invite to a project can access the recipes, connections, and folders within the project you provision access to.

NOTE

You must have the following privileges to invite and manage workspace collaborators:

• The Admin system role, or
• The Workspace privilege

Invite collaborators

PREFER VIDEO GUIDES?

Check out how to invite collaborators using this video!

Complete the following steps to invite a new collaborator to your workspace:

1

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

2

Click Invite collaborator.

3

Enter the Full name and Email address of the collaborator.

4

Use the Collaborator role drop-down menu to select the role you plan to assign to the collaborator.

5

Click Send invitation.

INVITATION RATE LIMIT

The collaborator may receive an error if you delete and resend an invitation too quickly. This occurs due to system rate limits that block repeated invitations in a short time window.

You must wait at least 20 minutes before you resend the invitation to avoid this issue.

Users with a Workato account can sign in to accept the invitation. New users are prompted to sign up for an account.

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Change 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.

Complete the following steps to change an existing collaborator's role:

1

Log in to your Workato account and navigate to Workspace admin > Access control > 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.

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Delete collaborators

You can delete a collaborator from your workspace if someone has left your organization or no longer requires access to Workato.

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

Complete the following steps to delete a collaborator:

1

Log in to your Workato account and navigate to Workspace admin > Access control > 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.