A space is where your workflows live. Whoever you give access to that space, will also get access to the workflows, runs and chats in that space. So setting up a space and choosing who can do what in it is one of the most important access decisions you'll make.
This article walks through creating a space, adding people, choosing their roles, and adjusting access later.
Note: Two permissions matter here:
To create a space, you need the "Create spaces" permission, which comes with the Space creator role. If you don't have it, the create button is disabled.
To manage a space's access, you need to be a manager of that space. When you create a space, you get this automatically.
To create a space, go to settings, spaces then click the plus button to open the create space modal.
On the settings tab, give the space a name. Tines 3B fills in a space URL from the name, which you can change.
In the access tab, add the members and groups who should have access, and choose a role for each and click create.
You're added as the space's manager and editor automatically, so you can start building in it and controlling its access right away.
Choose the right role
When you add someone to a space, you pick one of the space roles:
Space viewer can open the space and see its workflows.
Space editor can build, edit, and run workflows, and push drafts live.
Space manager can change the space's settings and manage who has access.
Editing and managing are separate jobs, so if someone needs to both build workflows and control access, give them the editor and manager roles together. For the full list of roles, see "Built-in roles and what each one can do."
Adding a group instead of individual people is often the better move: grant a group access once, and everyone in it gets access, including people you add to the group later. See the create and manage groups article for steps on this.
Change access later
To adjust who can use a space after it's created, open the space's settings and go to the access tab. Here, you can add or remove members and groups, or change anyone's role.
Only a manager of the space can make these changes. Your edits take effect as soon as you make them.
Let people join on their own
If you'd rather not add people one by one, you can make a space discoverable so anyone in your tenant can find it and join themselves:
Open the space's settings and, on the settings tab, turn on discoverability.
Choose the role people get when they join.
The join role can't be one that manages the space, so people can never give themselves control over its settings or access. A discoverable space shows a "discoverable" label in the spaces list, while others show "invite only."
Connectors, skills, and networks in a space
The access tab also shows the connectors, skills, and networks that members can use in this space. These appear only when everyone with space access can also use them, which is why the list can look empty at first.
Because of this, adding someone to a space can occasionally prompt you to also give them access to a connector or skill the space already uses. Approving that keeps the space working for the new member. If you'd rather not, you can add them without it, but they may not be able to run everything in the space.
Rename a space or change its URL
You can rename a space at any time from the settings tab. Changing the space URL is different: it breaks existing links to the space and any email addresses under the old address, so Tines 3B asks you to confirm before applying it.
Delete a space
A manager can delete a space from the settings tab. This permanently removes the space and everything in it, including workflows, steps, and runs, so use it with care.
A note on personal workflows
Every member has their own personal space, and its access is fixed. You can't add other people to a personal space or change its roles. The steps above apply to shared spaces you create.