Standard/Best Practices
Use Cases
Connecting to on-prem systems

Getting started

Designing your Org with Workspaces

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

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

2: Environment-based pattern

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

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!

Please pay particular attention to the note on moving personal workflows and authentications!

Please also be sure to read our note on custom services for important info on how custom services and auths work across the org