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  1. Workflows

Sharing Workflows

Last updated 6 months ago

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Sharing

Each workflow has granular permissions that goven which users have which levels of access. If you're familiar with Google Docs, you'll find the sharing model in Relay.app to be familiar. To view and edit the sharing permissions for a given workflow, select the Share button in the top right.

Collaborators

In the Collaborators section of the sharing dialog, you can grant specific users in your workspace access to the workflow. Each additional collaborator can be added as either an Editor or a Viewer.

General Access

In addition to specific users that have access, each workflow also has two more general settings.

  • Assignees - This indicates that users who have been assigned a human-in-the-loop step but otherwise don't have permissions to access the workflow can only view the steps that are specifically assigned to them.

  • Workspace members - This setting governs the access provided to other members of the workspace but are not explicit collaborators. If it's set to Restricted, they have no access. Alternatively, this can be set to Edit or View access.

The share button, found in the top right of each workflow.
The sharing dialog for inviting collaborators and changing permissions.