Team & Permissions

Syncaut allows teams to collaborate inside workspaces. You can invite members, assign roles, and control what each person is allowed to access or manage.

Permissions help ensure that workflows, credentials, and automation processes are only modified by the right people.

Inviting Team Members

You can invite teammates to collaborate within a workspace.

To invite a member:

1. Open your Workspace Settings

2. Navigate to Team & Members

3. Click Invite Member

4. Enter the user's email address

5. Assign a role

6. Send the invitation

The invited user will receive an invitation to join the workspace.

Once they accept, they will gain access according to the role assigned.

Roles Explained

Each member in a workspace is assigned a role that determines what actions they can perform.

Owner

The Owner has full control over the workspace. This includes:

• Managing workspace settings

• Inviting and removing members

• Managing credentials

• Creating and modifying workflows

• Managing templates

• Assigning roles

Typically, the Owner is the person who created the workspace or the primary administrator for the client or team.

Admin

Admins can manage most operational aspects of the workspace.

Admins can:

• Create and edit workflows

• Manage templates

• Manage credentials

• Invite or manage members

• Configure workspace settings

Admins are usually trusted team members responsible for maintaining automation systems.

Member

Members can work with automation but have limited administrative permissions.

Members can:

• View and build workflows

• Run and test workflows

• Use credentials configured in the workspace

• Use and create templates

Members typically handle operational tasks and workflow management.

Viewer

Viewers have read-only access.

They can:

• View workflows

• Inspect automation setups

• Monitor workflow executions

Viewers cannot create, edit, or modify workflows or credentials.

This role is useful for clients or stakeholders who need visibility into operations without modifying automation.

Managing Pending Invitations

Invitations that have not yet been accepted appear in the Pending Invitations list.

Workspace administrators can:

• Resend an invitation

• Change the assigned role

• Cancel the invitation if it is no longer needed

This helps keep workspace access organized and controlled.

Removing Members

Workspace administrators can remove members when they no longer need access.

To remove a member:

1. Go to Team & Members

2. Locate the member in the list

3. Select Remove Member

Once removed, the user will immediately lose access to the workspace and its workflows and templates.