# Teams and collaboration

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Get a quick look at Workato Teams in this video!

When building integrations for an organization, the scale and complexity of the business processes may result in multiple people working on a set of recipes - or even collaborating on a single recipe.

With Workato Teams, multiple users can collaborate while still maintaining development and security gest practices. This feature ensures more control over data governance, flexibility across team members, and granularity over security enforcement.

In this guide, we'll cover:


# Team features

We built Workato Teams with the goal of facilitating agile, iterative, collaborative development without sacrificing security. With Teams, Admins can use the following tools to govern and keep things secure:

  • Role-based access control (RBAC): Set access at a granular level for assets and functions using pre-defined roles.

    RBAC supports creating custom roles and also includes a few pre-defined system roles.

  • Support for multiple teams: A single user or account can be a part of multiple teams. This makes it easy for a single admin or expert to collaborate with or govern multiple departments.

  • Enhanced security with Single Sign-on: Use SAML-based Single Sign-on (SSO) to easily manage and provision Workato accounts using apps like Okta or OneLogin. Workato also supports Just in time provisioning for custom roles.

  • Track changes with the Audit Trail: When multiple people are working on something, it's important to be able to identify what each person did. Auto-versioning provides the ability to roll back or roll-forward changes without losing any work.

  • Recipe ownership: Recipes created by users as part of a team are owned by the team. When a consultant leaves or an employee changes teams or jobs, their contribution to the team doesn't go away with them.


# Managing teams

NOTE

Accessing the Team management page requires:

To access the Team management (opens new window) page, click Team management in the sidenav.

From here, you can:


# Switching between personal accounts and team accounts

To view the teams you're collaborating with, open the sidenav and click your profile icon:

Team Switch with Okta Open the team switcher by clicking on your profile icon on the top left

To switch to a different team, click on the team.


# Leaving a team

When you leave a team, all access to that team will be revoked. You won't be able to switch to the team via the team switcher. All recipes and assets that you previously contributed to the team will remain.

Additionally, the team owner will be notified via email when a team member leaves their team.

To leave a team you belong to:

1

In your Workato account, navigate to Settings > Team membership (opens new window).

2

Click Leave next to the team you want to leave.


# Tracking changes made by collaborators

When collaborating in a team, changes to recipes and exports/imports made by team members can be tracked. This establishes an audit trail so you can manage your team effectively and ensure they are making changes compliant with your security protocols.

# Recipe versions

Recipe changes are logged under Versions tab and attributed to the collaborator who made the change. Older versions of the recipe can be restored by users with admin or analyst roles.

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# Exports/imports

Exports to and imports from your team account during recipe lifecycle management are tracked on the export/import histories pages on every manifest and import folder.

Recipe export history Recipe export history