Collaboration

OpenFn allows technical and non-technical users to effectively collaborate for alignment in the design and management of workflows within a project. This is possible through a visual workflow design canvas and other collaboration features such as version control, adding collaborators and sharing credentials among others. This guide walks you through how to manage collaborators in a projects.

Who are project collaborators?

A project collaborator is any one who has been granted administrative editing or viewing privileges on a OpenFn Project. Collaborators are granted ONE of four key roles in a project they that can access as highlighted in the table below:

Role	Description
Owner	The user who created the project
Admin	A user who is not the owner of a project but has unrestricted access to the project and the workflows included. Also has permission to add other collaborators to the project.
Editor	A user with access to a project and is able to edit workflows and project related settings. An editor role is limited compared to the admin
Viewer	A user with access to a project but only limited to viewing the project settings and artifacts.

You can learn more about the permissions of each role here

Add project collaborator(s)

A user with one of the owner, admin or editor roles in a project can invite new collaborators to their OpenFn project via the project Settings page.

To add an existing OpenFn user as a collaborator:

1. Go to the project Settings page, navigate to the Collaboration tab
2. Click the button Add Collaborator(s)
3. Enter the email address of the user and select the Role (Viewer, Editor or Admin).
4. Add more Collaborators by clicking the Add Additional Collaborator button. You can also remove one of the collaborators by clicking on the minus (-) button.
5. Click the Save Collaborator button to save your changes.

If any of the email addresses entered does not have an OpenFn account associated, you will be requested to authorize OpenFn to create an account for them and send them an invite to your project. Click Invite new user to proceed with the invitation.

note

A project can have exactly one Owner and you will not be able to assign an owner role to another collaborator. If you need to change the project Owner, contact your Super Admin or support@openfn.org.

Removing a collaborator

To remove a Collaborator from a project, an owner or admin can click the Remove Collaborator button on the Collaboration page and confirm the removal through the pop up window. The owner of a project cannot be removed.

The project collaborators page is also where you can configure failure

alerts and digests for your projects. Learn more about it in this guide. :::