From 935d752b278c00d3ab0644e00a728a185a0efac5 Mon Sep 17 00:00:00 2001 From: aya <15815271+ayatnkw@users.noreply.github.com> Date: Wed, 14 Aug 2024 17:29:32 +0200 Subject: [PATCH] Update page to include credential sharing across project (#2343) --- docs/credentials/credential-sharing.md | 33 ++++++++++++++++---------- 1 file changed, 20 insertions(+), 13 deletions(-) diff --git a/docs/credentials/credential-sharing.md b/docs/credentials/credential-sharing.md index 3b9af470c..df8093972 100644 --- a/docs/credentials/credential-sharing.md +++ b/docs/credentials/credential-sharing.md @@ -1,5 +1,6 @@ --- #https://www.notion.so/n8n/Frontmatter-432c2b8dff1f43d4b1c8d20075510fe4 +title: Credential sharing description: Share credentials within an organization. contentType: howto --- @@ -11,27 +12,33 @@ contentType: howto Available on all Cloud plans, and Enterprise self-hosted plans. /// -You can share a credential you created with other users in the same n8n workspace as you. The other users can then use the credential in their workflows. They can't access or edit the credential details. +You can share a credential directly with other users to use in their own workflows. Or share a credential in a project for all members of that project to use. Any users using a shared credential won't be able to view or edit the credential details. -Users can share credentials they created. Instance owners, and users with the admin role, can view and share all credentials in the instance. Refer to [Account types](/user-management/account-types/) for more information about owners and admins. +Users can share credentials they created and own. Only project admins can share credentials created in and owned by a project. Instance owners and instance admins can view and share all credentials on an instance. -In [projects](/user-management/rbac/), all users have access to workflows and credentials belonging to projects they are part of. +Refer to [Account types](/user-management/account-types/) for more information about owners and admins. +In [projects](/user-management/rbac/), a user's role controls how they can interact with the workflows and credentials associated to the projects they're a member of. ## Share a credential -1. Open the left menu and select **Credentials**. n8n shows a list of your credentials. -2. Select the credential you want to share. n8n opens the credential modal. -3. Select **Sharing**. -4. In **Add people**, browse or search for the user you want to share the credential with. -5. Select a user. +To share a credential: + +1. From the left menu, select either ![Home icon](/_images/common-icons/home.png){.off-glb} **Home** or a project. +2. Select **Credentials** to see a list of your credentials. +3. Select the credential you want to share. +4. Select **Sharing**. +5. In the **Share with projects or users** dropdown, browse or search for the user or project with which you want to share your credentials. +6. Select a user or project. +7. Select **Save** to apply the changes. ## Remove access to a credential To unshare a credential: -1. Open the left menu and select **Credentials**. n8n shows a list of your credentials. -2. Select the credential you want to share. n8n opens the credential modal. -3. Select **Sharing**. -4. Select **Options** ![Options menu icon](/_images/common-icons/three-dot-options-menu.png){.off-glb} on the user you want to remove. -5. Select **Remove**. +1. From the left menu, select either ![Home icon](/_images/common-icons/home.png){.off-glb} **Home** or a project. +2. Select **Credentials** to see a list of your credentials. +3. Select the credential you want to unshare. +4. Select **Sharing**. +5. Select **trash icon**![Trash icon](/_images/common-icons/delete-node.png){.off-glb} on the user or project you want to remove from the list of shared users and projects. +6. Select **Save** to apply the changes.