How to Share Make.com Scenarios with Teams

Make.com, previously known as Integromat, is a powerful automation tool that allows users to connect apps and automate workflows. Sharing scenarios with teams is essential for collaborative projects and managing complex tasks. Here's a step-by-step guide on how to share Make.com scenarios with your team.

Step 1: Create an Organization

Before sharing scenarios, you need an organization within Make.com where you and your team members can collaborate.

1. Log into your Make.com account.
2. Navigate to the Organizations section in the top-right menu.
3. Click on 'Create an Organization.'
4. Give your organization a name and fill in the necessary details.
5. Complete the creation process by following the on-screen prompts.

Step 2: Invite Your Team Members

After setting up your organization, the next step is to invite your team members to join.

1. From your organization's dashboard, go to the 'Members' tab.
2. Click the 'Invite Member' button.
3. Enter the email addresses of the people you wish to invite.
4. Choose the appropriate role for each member (Admin, Member, or Read-only).
5. Send the invitations.

Step 3: Share Scenarios Within the Organization

Once your team members have joined the organization, you can start sharing scenarios.

1. Navigate to the 'Scenarios' tab within your Organization's dashboard.
2. Find the scenario you want to share and open it.
3. Click on the 'Share' button typically found at the top of the scenario page.
4. Confirm that you want to share the scenario with your organization.

Step 4: Set Permissions

After sharing a scenario, you might need to set specific permissions to control how members can interact with it.

1. Within the shared scenario, click on the 'Permissions' tab.
2. Set permissions for each member based on their role and your preference. Options usually include editing, viewing, and executing the scenario.

Stepbat 5: Collaborate and Manage

With scenarios shared and permissions set, your team can now collaborate on automations.

1. Encourage team members to review shared scenarios.
2. Work together to optimize and improve workflows.
3. Monitor changes and manage the scenarios as needed.

Conclusion

Sharing Make.com scenarios with your team can lead to more efficient workflow management and better teamwork. By following these steps, you can ensure that all members have access to the necessary scenarios and can contribute to their success. Always remember to manage permissions closely to maintain control over your automations and protect sensitive information.