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Solution home Recipe 101 Recipe FAQs

How can multiple people from my team work on the recipes together?

Modified on: Mon, Sep 10, 2018 at 4:55 PM

There are three options to allow multiple people from your team to work on recipes together.


1. Using our Team Feature (most recommended)

2. Using individual Workato accounts that share recipe links

3. Using a single Workato account with shared credentials (least recommended)


1. Using the Team Feature (most recommended)


What is Team?


This feature enables multiple users to work on the same Workato account and collaborate on recipes in a shared workspace. User roles and permission sets can be assigned to ensure that different users have access to the features they need. Divide access to workflows with no restrictions on the workflows you can modify or create. This is the more effective feature for a company to automate. You can learn more about it here.


Benefits of Teams (Shared Workspace)


* Knowledge sharing - Having a shared workspace means that knowledge is not just handy but attainable. Teams can become a depository which stores valuable recipes or even the draft ones and make them available to others.

* Improvement of efficiency and productivity -  A good collaborative feature makes business processes effective, creative, easier to set up and organize.

* Data safety - Recipes are stored in the cloud. The recipes can be accessed no matter what happens to hardware.  

* Improved Teamwork - Working in a shared workspace with other teammates teaches you how to improve your recipe building skills, how to work in teams, how to dish out and pitch your ideas. 


How much does it cost?


Team feature is enabled only for certain plans. Check the Pricing and Plans page or reach out to Workato sales representatives at +1 (844) 469-6752 to find out more.


How do I use it?


If you currently have the Team feature enabled in your account, this is how you can create a team:


1.) Click the Teams under the Tools tab where you can set up your Team. 


2.) Create your desired name for your Team.



3.) Invite a new Collaborator for your Team. This will send them a link to create a new Workato account under your team.




4.) Select a Role for the new member. You can learn more about the available standard roles and how to create custom roles here.


Once you have set up your Team, you and your team members can switch between your personal account and the team account to work on recipes together.





2. Using individual Workato accounts to share recipes


Every member of your team can sign up for a free Workato account through this link. Each can create and test recipes in their respective acconts. Once the recipe is ready for production, they can share the recipe URL with you. This will be the parent recipe. Using the recipe URL, the main account holder can install the recipe -- creating a child recipe -- connect it to the production instance and run it. 

If the parent recipes are updated, the child recipes can see the changes and accept those changes. See full details here: 

How To Install Or Run Existing Recipes Successfully

Cloned recipe: New version available: What happens when you update a cloned recipe?


3. Using a single Workato account with shared credentials (least recommended)


If you have only 1-2 people working on recipes, the alternative is to change the account email to an integration account (e.g. integrations@company.com) instead of tying it to a single person. That way multiple people in your organization can share the same login credentials to Workato and work on recipes at the same time. We do not limit the number of people who can log into Workato at the same time. You can use folders to separate recipes used by different people within your organization. However, we do not recommend this as it makes it difficult to track changes done in one Workato account.




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