Share workflows with others for collaboration
Sharing is different from Duplicating Sharing a workflow gives another person (or everyone in your organization) access to your workflow. When shared, a change made by one person will affect all users who have access to the workflow. Duplication however, creates a copy of the workflow in either your current organization or another organization to which you have access.
Every entity within Pinkfish can be shared. Currently Connections and Workflows can be shared easily within an organization. In the future, we will enable data store, file store and vault to be shared. Here is how the sharing permissions work.
Resource | Permission | What the User Can Do | What the User Cannot Do |
---|---|---|---|
Workflow | Manage | Edit, Delete, Run, Share workflow; manage triggers and API keys | — |
View | View workflow | Cannot edit, delete, run, or share | |
Connection | Manage | Edit, Delete, Run, Share connection | — |
Run | Use connection in workflows | Cannot edit, delete, or share connection | |
Data Store (Coming Soon) | Manage | Edit, Delete, Share data store collection | — |
View | Read from data store in workflows | Cannot write, edit, delete, or share | |
File Store (Coming Soon) | Manage | Edit, Delete, Share file store collection | — |
View | Read from file store in workflows | Cannot write, edit, delete, or share | |
Vault (Coming Soon) | Manage | Edit, Delete, Share vault collection | — |
View | Read from vault in workflows | Cannot edit, delete, or share |
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 workflow you wish to share and click the options menu (⋮) in the upper right corner of that workflow and select Share
from the dropdown menu.
Next a confirmation modal will appear allowing you to choose who you are intending to share this workflow with and their permission level. Either for a single, or group of individuals, or to your entire organization.
Share
to apply the settings, and the specified userswill immediately gain access to the workflow at the specified permission level.To modify or revoke sharing permissions, first navigate to the workflow’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.
Important notes about workflow sharing specific to permission levels:
Access to shared workflows follows these rules:
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 Workflows without sharing associated connections:
Sharing Workflows and sharing associated connections:
Important notes about connection sharing specific to workflow sharing: