Sharing is different from Duplicating Sharing an automation gives another person (or everyone in your organization) access to your automation. When shared, a change made by one person will affect all users who have access to the automation. Duplication however, creates a copy of the automation in either your current organization or another organization to which you have access.

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Sharing your automations

Simply navigate to the Library menu item on the left side of your Pinkfish dashboard. Once there click the Share icon from the Action column. Alternatively you can open the automation you wish to share and click the options menu (⋮) in the upper right corner of that automation and select Share from the dropdown menu.

Next a confirmation modal will appear allowing you to choose who you are intending to share this automation with and their permission level. Either for a single, or group of individuals, or to your entire organization.

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Sharing Options:

  • Share with users individually in the Add People section. It will autocomplete based on email addresses for the organization.
  • Share with an entire organization by selecting General Access
  • Set permission levels for each user or organization
    • View: Users can view and run the automation but cannot modify it
    • Edit: Users can view, run, edit, and manage sharing permissions for the automation
  • Click Share to apply the settings, and the specified userswill immediately gain access to the automation at the specified permission level.

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Managing Shared Access

To modify or revoke sharing permissions, first navigate to the automation’s sharing settings. From there, you can adjust permission levels for individual users or the entire organization as needed. If you want to remove access completely simply click the dropdown menu arrow next to a user’s permission, or the General Access dropdown arrow next to the organization. Finally, apply your changes to update the permissions using the Share button.

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Individual vs. Organization permissions

  • Individual user permissions take precedence over organization-wide permissions
  • If a user has individual Edit access, they retain this access even if organization-wide access is set to View
  • Organization-wide permissions apply to all current and future members of your organization

Important notes about automation sharing specific to permission levels:

  • Automation can not be shared with users who exist outside of your organization.
  • If an individual user has Edit access to an automation, they will retain this access even if the organization-wide access is set to View
  • If an individual user with Edit access deletes an automation, the automation will be removed from everyone’s library who has access to it.
  • Since shared automations are meant to be a collaboration tool, if multiple users who have access attempt to make changes to the automation at the same time, a race condition will occur. In which the last user to save will overwrite the changes made by the others.

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Access Control

Access to shared automations follows these rules:

  • Users must be explicitly granted access or be members of an organization with access
  • Members of different organizations cannot access the automation unless specifically granted access
  • The access level (View or Edit) determines what actions users can take with the shared automation
  • Only users with View permission can modify the automation or its sharing settings

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Connection Sharing

Integration Connections can be shared using the Connect menu item on the left side of the Pinkfish dashboard. Once there click the Share icon from the Action column.

Sharing Automations without sharing associated connections:

  • If you share an automation without sharing it’s connections, the users or organization to whom you share the automation will not have access to the connections used in the automation.
  • If you later decide to share the connections, you will need to do so separately for each user or organization.

Sharing Automations and sharing associated connections:

  • If you share an automation and additionally share it’s connections, the users or organization to whom you share the automation will have access to the connections used in the automation.
  • If you later decide to unshare the connections, you will need to do so separately for each user or organization. Keep in mind though that doing this may cause the automation to stop working as expected.

Important notes about connection sharing specific to automation sharing:

  • Connections are shared with the same permission level options as automations and can be shared with users, or entire organizations.
  • If a user with whom an automation is shared decides to use their personal (non-shared) iteration of a connection, this change will propagate to all users who have shared access to the automation.