Getting started

Designing your Org with Workspaces

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You should design your organization by thinking about how you want to break up your workflows, users and authentications.

We suggest two patterns that we use in our own organization:

1: Team-based pattern

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By Team Function: Workspaces are allocated by functional teams who collaborate on work together - such as by department:

2: Environment-based pattern

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By Environment: Separate your workflows into DEV / SANDBOX / PROD / etc.

By using this method each workspace can contain different user lists and make use of DEV / SANDBOX / PROD Authentications:

Getting started

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Once you design your Workspaces scheme you can align users, existing Workflows, and existing Authentications to complete your setup.

1 - Create shared workspaces

Create a new Shared Workspace based upon the pattern you have chosen.

2 - Align Users

Add users at predefined levels of access by assigning them a role.

This will ensure that your team can collaborate efficiently while separating your automations securely.

3 - Manage your Work

Create any necessary projects within your workspaces.

Create new or move existing Personal or Org Workflows and Authentications to the appropriate Shared Workspace(s).

Now automate & collaborate!