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Guides
Share a workflow with your team
What you'll do: let teammates run (and optionally edit) one of your workflows, and know exactly what they can and can't do with it.
Your workflows start private — only you can see them. Sharing one adds people at a level you choose. You can change or remove someone any time; removal takes effect immediately.
The three levels
| Level | They can… | They can't… |
|---|---|---|
| Reader | Run the workflow, see its runs and reports | Change, share, or delete it |
| Editor | Everything a reader can, plus edit steps and schedules | Share it further or delete it |
| Owner | Everything, including sharing and deleting | — |
Steps
- Open the workflow's sharing. Open the workflow, then its share control, and add people by name or email at the level you want.
- Tell readers what to expect. A shared workflow appears in their list. When they run it, it runs with their identity in their isolated space — your files stay yours; only that workflow's folders are visible to the run.
- Remove someone when done. Take them off the list and their access stops right away — including scheduled runs they set up.
FAQs
Can shared people see my other workflows? No — sharing is per workflow. They see only the ones you shared with them.
Can they use my AI logins? They run with the accounts available to them — shared team logins, or their own. Your private logins are never handed to someone else's run.
What about Code and Crews? Code is always private to its owner and can't be shared. Crews share like workflows: readers can ask, editors can change.
I removed someone — is it instant? Yes for anything new: opens, runs, and schedules are refused from that moment.