Share workflows
Sharing a workflow with your team means anyone on the team can run it (with the right permissions), so you're not the bottleneck when you're away or your team grows. This page covers how to share a workflow, the file permissions Portant sets, and how to find shared workflows.
Share a workflow with your team
Before you can share, you need to be on the Teams plan and have added members to your team.
From the workflows list, click the kebab icon (⋮) on the workflow and select Share workflow with team.
Once shared, every team member can access the workflow with the permissions the Owner or Admin set for them.
You can also share from inside a workflow by clicking the Share button next to the workflow name.
File and folder permissions to run a workflow
When you share a workflow, Portant automatically shares the underlying files and folders with your team members based on their Portant permission level.
| Workflow file permission | Output folder permission | |
|---|---|---|
| Viewer | View | View |
| User/Runner | View | Editor |
| Editor | Editor | Editor |
| Admin | Editor | Editor |
| Owner | Editor | Editor |
To run a workflow, a member needs at least View access to every file in the workflow (Source and Template) and Editor access to the output folder.
To check this at any time, click the Share button.
Each team member is listed with their access marked valid or invalid. If anyone is missing access, click Grant Access to fix it.
Find your shared workflows
When you join a team, three tabs appear at the top of your workflow list.
- All workflows: your personal and team workflows together.
- Personal workflows: only the ones you own.
- Team workflows: only the ones shared with the team.
Remove a workflow from a team
Click the kebab icon (⋮) on the workflow and select Remove from team.
Note: removing a workflow from the team doesn't change Google Drive permissions. Check the Source and Template files, the output folder, and any output files to make sure the right people still have access.