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Project membership controls access to every workflow, run, variable, and integration linked to a project. WorkflowDog currently has two project roles: Viewer and Editor.

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Roles

Editor is a fully trusted role. There is no separate Owner or Admin permission tier: project creation does not give the creator protected permissions that other Editors lack.
The server checks permissions for project, workflow, and workflow-run operations. Hiding a control in the dashboard is not the only access check.

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Invite a teammate

1

Open Team

From the project dashboard, open Team.
2

Send the invitation

Select Invite someone to your project, enter their email address, and send the invitation. The project must have an available seat.
3

Accept with the invited email

The recipient follows the link in the invitation email. If they do not have a WorkflowDog account, they must create one first. They must be signed in with the exact email address that received the invitation.
4

Review their role

New invitations currently join as Editors. If the teammate only needs read access, change them to Viewer after they accept.
A pending invitation remains on the Team page until it is accepted or an Editor cancels it. Sending a second invitation to the same address while one is pending is not allowed.

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Change a role

Open a teammate’s menu on the Team page and choose Make Viewer or Make Editor. Role changes take effect at the project boundary:
  • A Viewer retains access to project data but loses write access.
  • An Editor gains write access across workflows, variables, integrations, billing, and team management.
  • Roles in one project do not grant access to another project.
You cannot change your own role from your own member card. Ask another Editor to change it.

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Remove a teammate

Choose Remove from project from the member’s menu and confirm. Removal revokes their project access; it does not delete workflows or other resources they created. To restore access later, send a new invitation.

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Manage seats

The Team page compares accepted members with the project’s seat allowance. Pending invitations do not replace an existing member. When the project has reached its limit, use Usage & Billing or contact WorkflowDog about additional team seats.

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Protect sensitive project data

Viewers can inspect variable values, run inputs and outputs, and connected account metadata. Do not use project membership as a way to expose only one workflow or only part of a workflow. For the same reason:
  • Do not store API keys or passwords in project variables.
  • Review run outputs before inviting someone who should not see processed customer data.
  • Give Editor access only when the person should be able to alter or delete project resources.

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Troubleshooting

You need Editor access and an available project seat. The invite also fails when the email is already a member or already has a pending invitation.
This is expected. Viewer access is read-only at the API layer. Change the teammate to Editor only if they should be able to modify the entire project.