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add admin role; modify sharing info

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Deborah Barnard
2023-12-04 12:43:23 +00:00
parent c82107acd8
commit bf6b6f1a7b
3 changed files with 22 additions and 9 deletions
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docs/credentials/credential-sharing.md
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@@ -11,6 +11,8 @@ Available on Pro and Enterprise Cloud plans, and Enterprise self-hosted plans.
Credential sharing allows you to 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.
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.
To use credential sharing, you must enable [user management](/user-management/).
## Share a credential

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docs/user-management/account-types.md
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@@ -5,14 +5,23 @@ contentType: reference
# Account types
There are two account types, owner and member. The account type affects the user permissions and access.
There are three account types, owner, admin, and member. The account type affects the user permissions and access.
/// info | Feature availability
To use admin accounts, you need a pro or enterprise plan.
///
* Owner: this is the account that set up user management. There's one owner account for each n8n instance. You can't transfer ownership.
The owner can:
* Add and remove users
* See all workflows
* Delete tags
* See all credentials (but not the sensitive information)
* Add and remove users, including admin users
* Upgrade members to admin, and downgrade admins to member
* See and share all workflows
* See and share all credentials (but not see the sensitive information)
* Delete tags
* Admin: elevated permissions within the app.
An admin can do everything that an owner can, except:
* Access the Cloud dashboard
* Modify the owner or change the owner role
* Members: these are normal n8n users.
Members can:
* See all workflow tags, create new tags, and assign tags to their workflows. Members can't delete tags.
@@ -21,4 +30,4 @@ There are two account types, owner and member. The account type affects the user
/// note | Create a member-level account for the owner
We recommend that owners create a member-level account for themselves. Owners can see all workflows, but there is no way to see who created a particular workflow, so there is a risk of overriding other people's work if you build and edit workflows as an owner.
///
///

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docs/workflows/sharing.md
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@@ -7,6 +7,8 @@ contentType: howto
Workflow sharing allows you to share workflows between users of the same n8n instance.
Users can share workflows they created. Instance owners, and users with the admin role, can view and share all workflows in the instance. Refer to [Account types](/user-management/account-types/) for more information about owners and admins.
## Share a workflow
1. Open the workflow you want to share.
@@ -26,7 +28,7 @@ You can browse and search workflows on the **Workflows** list.
## Workflow roles and permissions
There are two workflow roles: owner and editor. The owner is the user who created the workflow. Editors are other users with access to the workflow.
There are two workflow roles: creator and editor. The creator is the user who created the workflow. Editors are other users with access to the workflow.
You can't change the workflow owner, except when deleting the user.
@@ -35,8 +37,8 @@ Workflow sharing allows editors to use all credentials used in the workflow. Thi
///
### Permissions
| Permissions | Owner | Editor |
| ----------- | ----- | ------ |
| Permissions | Creator | Editor |
| ----------- | ------- | ------ |
| View workflow (read-only) | :white_check_mark: | :white_check_mark: |
| View executions | :white_check_mark: | :white_check_mark: |
| Update (including tags) | :white_check_mark: | :white_check_mark: |