Teams & Workspaces

Sharing Workflows & Assets

riogentix gives teams multiple ways to share and reuse workflows, credentials, and templates — whether within a single workspace or across different workspaces.

Sharing Within a Workspace

All workflows and shared credentials in a workspace are automatically visible to members with the appropriate role. There is no extra step to share within the same workspace.

Credential Visibility

By default, credentials you create are private — only you can use them in workflows. Promote a credential to Shared to make it available to all workspace members:

1. Settings → Credentials → [Credential Name]
2. Toggle Visibility from *Private* to *Shared*
3. Save

Shared credentials appear in the credential dropdown for all Editors and Admins.

Workflow Locking

Use workflow locking to prevent conflicting edits when multiple people work in the same workspace:

1. Open a workflow → click the lock icon in the toolbar
2. The workflow is locked to your session — others see a *Locked by [name]* badge
3. Unlock manually or it auto-releases after 30 minutes of inactivity

Workflow Templates

Save a workflow as a Template so teammates can spin up new automations from a proven pattern:

1. Open the workflow → File → Save as Template
2. Add a title, description, and category tags
3. Click Publish to Workspace

Teammates find it under + New Workflow → Browse Templates → Workspace Templates.

Curating the Template Library

Admins can manage the internal template library at Settings → Templates:

• Promote templates to *Featured* for priority placement
• Archive outdated templates without deleting them
• Add descriptions and usage guidelines for each template

Cross-Workspace Sharing

Export and Import

Export a workflow as a portable JSON file:

1. Workflow list → ••• → Export
2. Share the .json file via Slack, email, or Git

Import it in another workspace:

1. + New Workflow → Import from File
2. Credentials referenced in the workflow are flagged — re-map them to the target workspace's credentials

Organisation Template Catalogue (Enterprise)

Enterprise plans include an Organisation Catalogue — a central template library accessible by all workspaces under the same organisation:

1. Publish a template from any workspace to the *Org Catalogue*
2. Teams in other workspaces find it under Browse Templates → Organisation
3. Catalogue admins can version and retire templates centrally

Collaborative Editing

Multiple people can view a workflow simultaneously. The canvas shows presence avatars in the top-right corner indicating who is currently viewing.

Commenting:

• Right-click any node → Add Comment
• Comments are threaded and timestamped
• @mention a teammate to send them a notification
• Resolve comments to mark them as addressed

Change History: Every save creates a version entry in History (clock icon in the toolbar):

• See who made each change and when
• Preview the workflow at any past point
• Restore a previous version with one click

Workflow Duplication

Clone any workflow as a personal sandbox copy:

1. Workflow list → ••• → Duplicate
2. The copy is created in Draft state — it does not affect the original
3. Rename, modify, and iterate independently

Audit Log for Shared Assets

Admins can audit who accessed or modified shared credentials and workflows:

1. Settings → Audit Log
2. Filter by resource type (*Credential*, *Workflow*) and action (*Read*, *Edit*, *Delete*)
3. Export as CSV for compliance reviews