# 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:

# 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 navigate to Workspace admin > Access control > 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.


# 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.


# 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.


Last updated: 6/24/2025, 6:58:45 PM