Sharing and organizations¶

Your company works in Malleable as one organization. New workflows are usually shared with it, so teammates can find, change and run them. You can also keep a workflow private, share it with a few people, or send someone a link.

Your organization¶

Each person in it is an Admin or a Member. Admins manage people and their roles. Members work on the workflows shared with the organization.

To manage it, open the account menu (your picture, top right) and choose Manage organization. If you belong to more than one organization, switch between them in the same menu.

To invite a teammate, an admin opens Invitations, enters their email, picks a role and clicks Send invitation. The teammate gets an email with a link, signs in with that address, and joins. A trial doesn't include invitations, so Invitations doesn't appear there. To remove someone, an admin opens Members and clicks Remove. That person loses access to everything shared with the organization.

Choose who can see a workflow¶

The person who creates a workflow owns it. The owner decides who can see it. Click the workflow's name at the top of the canvas and choose Sharing. Under Visibility, choose:

• Shared with my organization: anyone in your organization can see and edit it. New workflows usually start here.
• Private: only you and the people you add. Click Add people and search your organization by name or email.

Anyone who can see a workflow can also change and run it.

Find workflows¶

The workflow list shows every workflow you can see: yours, the ones shared with your organization, and the ones shared with you. It opens on Owned by me. Click All to see the rest.

You can star the workflows you own and add your own labels with New label. Only you see your labels. Filter the list by Starred, Draft, Unlabeled or a label.

Run links¶

A workflow that starts from a form has a run link that opens the form. In Sharing, under Run link access, the owner picks who can use it:

• Anyone who can already see this workflow. This is the default.
• Anyone in your organization with the link. They sign in first. This option appears when the workflow is private.
• Anyone with the link. No Malleable account needed. Use this for customers or vendors.

To stop sharing the link, switch back to the first option.

View-only canvas links¶

To show someone how a workflow works, the owner can create a view-only link to its diagram. In Sharing, under Canvas share links, click Create new link. Anyone with the link can look but not edit. Secrets and sensitive data are hidden. Click the trash icon next to a link to turn it off.

Artifact share links¶

To show someone an artifact, like a dashboard, the workflow's owner can share it with a link. Open the artifact's tab, click the share button, and turn on Share with a link. Anyone with the link can see and use the artifact but can't change anything. The link can see only the data the artifact uses, and the share box lists it. Turn the switch off to stop the link working.

Hand a workflow to someone else¶

On a published workflow, the owner can click Change owner… under Ownership in Sharing. Each step keeps using the app connection it was set up with, so the new owner can switch any of them to their own.

Use your own app connection¶

Each step that uses an app acts with the connection of whoever set it up. Say you're working on a teammate's workflow, and one of those steps needs them to reconnect. Malleable offers Use my account instead. Connect your own account and Malleable switches that step to it, like any other edit to the workflow. Nobody gets anyone else's login.

If you've shared a connection, open Integrations from the account menu to stop sharing it. Under Shared with, click the × next to a name.

Who can do what¶

Organization admins manage people, not workflows. An admin sees a private workflow only if its owner adds them.