Managing Workspaces and Users
Featured Guide
Introduction The ability to share your workspace is essential for collaboration, whether with your teammates or the Workload support team. This guide will walk you through the process of sharing a workspace in a simple and easy-to-follow manner. Managing your workspace efficiently ensures smooth integrations and teamwork. Below, we’ll explore how to grant access to …
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In this help tutorial you’ll learn how easy it is to share your workflows with anyone: colleagues, co-workers, friends, publish to blogs, etc.! Step 1: Click the “Share” icon in the upper right corner of your workflow editor toolbar Step 2: Provide a title and description of what your workflow is about Step 3: Copy …
In this help article, you’ll learn how to properly initialize a workflow after using the “Copy To” workspace feature. When you copy or duplicate a workflow, some of the artifacts that make it run are missing – most notably, the trigger and account connection. In order for a workflow to function properly, it needs to …
In this tutorial, you’ll learn how to use the Copy To feature in order to copy one or several workflows from a single workspace into another workspace. This feature is helpful if you built a workflow and want to quickly share it with another team or client that you have access to in Workload. Step …
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