Setting Up Your Team
Create a shared team workspace, invite colleagues, and assign roles that control who can edit and run automations. Every automation, app connection, secret, and file belongs to a team workspace, even when you work alone.
- Use it to
- Create a team workspace, invite up to 20 colleagues per batch, and assign Admin, Manager, Member, or Viewer roles
- Find it
- Workspace menu (top of sidebar) → Members and invites (or + Team)
- Limits
- Up to 20 email addresses per invite batch · Free plan includes 1 owned workspace
- Instead
- Working With Clients (/msp/overview) when managing separate client workspaces through delegated access
Create another team
One team is enough for most companies. Create another when work should not mix, such as a separate workspace per client, a side project, or isolated experiments.
Free includes one owned workspace. Creating another requires an eligible prepaid subscription on an owned workspace. Membership in someone else’s paid workspace does not meet that requirement.
Name the workspace
Open your workspace menu at the top of the sidebar and select + Team. Enter the workspace name and choose your team size.
Describe how you will use it
Continue to How will you use Glow? and select the uses that apply: running automations created by others, building internally, or managing clients. If you choose client work, also select consultant or MSP business.
Create the team
Select Create team. Glow switches to the new workspace and opens Team settings. Review the defaults in Workspace Settings before inviting people.
You are automatically assigned the Admin role for any team you create. Switching teams changes the active workspace view without copying resources across workspaces.
Onboarding answers are not team permissions. Selecting Consultant or MSP during setup describes how you work; your team role governs workspace access. Arrange managed-client access separately in Working With Clients.
Invite team members
Admins can invite people as Admin, Manager, Member, or Viewer. Managers can choose Member or Viewer. If you are a Member or Viewer, ask an Admin or Manager to send the invitation.
Open the invitation form
Open the workspace menu and choose Members and invites (or open Share → Invite to canvas on an automation to invite someone directly to that canvas). Use the Invite people form above the member list.
Add addresses and choose a role
Enter up to 20 email addresses, separated by commas, semicolons or spaces. Choose Invite as for the whole batch. Admin invitations can be sent together; use separate batches for different roles or more than 20 people.
Send and check the result
Select Send invite, or the button showing the number of invites in a larger batch. Pending invitations appear above your member list. Open a pending invitation’s three-dot menu to Resend invite or Cancel invite at any time.
Invitees open the email link and sign in with the invited email address. They review the workspace and role, then select Accept and join or Decline. If an invitation link expires before they accept, resend it from the pending invitations list.
Team roles
| Capability | Admin | Manager | Member | Viewer |
|---|---|---|---|---|
| What each role can do (each higher role includes all lower-role capabilities) | ||||
Billing, payment, and subscription Manage subscriptions, payment methods, invoices, and usage safeguards | ✓ Full billing | Usage only (not billing) | Usage only (not billing) | – |
Invite, remove, and change roles Send workspace invitations (up to 20 per batch), change roles, and remove members | ✓ Anyone | Members and Viewers | – | – |
Review join requests Approve or deny requests from shared automation links | ✓ | ✓ | – | – |
Variables, secrets, and API keys Create, edit, reveal (10s, audited), rotate, or use shared values in automations | ✓ Manage & reveal | ✓ Manage & reveal | Use team variables (secret values hidden) | – |
Build and run automations Create, edit, test, and publish shared Team automations and your own Private automations | ✓ | ✓ | ✓ Team & own private | – |
Visibility, handover, permanent delete, API keys, Marketplace Choose who sees an automation, hand over ownership, delete from Archive, rotate trigger API keys, or list on Marketplace | ✓ Any shared automation | ✓ Any shared automation | Own automations only | – |
Copy an automation to another workspace Duplicate a workflow across workspaces you belong to | ✓ | – | – | – |
Disconnect another member's app connections Disconnect workspace connections created by other teammates | ✓ | – | – | – |
Connect apps and manage files Add and manage your own app connections and upload or manage workspace files | ✓ | ✓ | ✓ | – |
Watch shared automations live & run history Open shared automations on the canvas and view run history and step status | ✓ | ✓ | ✓ | ✓ Read-only (metadata only) |
See Permissions and Access for resource ownership and payer-account rules. To update a role later, see Change Role in Members & Invitations. Another Admin must remain if you demote yourself.
Roles govern workspace authority. Admins, Managers, and Members can create, edit, and run accessible automations. Viewer memberships allow read-only diagrams, run summaries, and canvas comments, not configuration or execution payloads. Limit access to a specific automation via Automation Visibility and Sharing.
Removing someone
An Admin can remove any member; a Manager can remove Members and Viewers. Follow Members & Invitations and review workflow handover safeguards before removal:
- Automations remain: Removing a member does not delete their automations or revoke separate delegated grants automatically.
- Personal connections pause: Dependent Steps are blocked until an active teammate reconnects an authorized account.
- In-flight runs: Actions already executing at the time of removal may still finish.
What teams contain
Each team workspace holds four types of resources:
- Automations: the automations you build on the canvas
- Connections: authenticated links to third-party apps (e.g., Slack, Google Sheets, Stripe)
- Secrets: API keys, tokens, and other sensitive values used by your automations
- Files: uploaded assets that automations can reference or process
Workspace membership does not make every resource available to every member. Access also depends on automation visibility and connection ownership. Review roles and permissions before sharing work.
- Run
- Open the workspace menu at the top of the sidebar and select Members and invites
- You should see
- The member directory lists active teammates with their assigned roles and shows any pending invitations above.
What’s Next?
👉 Build with a colleague → Use the lead router from Tutorial 3 to divide routing and message edits, then check each other’s changes on the same canvas.
Starting from an empty workspace? Build Your First Automation, or use Dashboard Navigation to find your automations and settings.