How to set up team collaboration workflows on Make
Quick Answer
Set up team collaboration workflows on Make by configuring organization settings, creating team workspaces, and establishing shared templates with proper access controls. This ensures seamless workflow sharing and collaborative automation development across your team.
Prerequisites
- Active Make account with team plan
- Admin or owner permissions for your organization
- Basic understanding of Make scenarios
- Team members with Make accounts
Step-by-Step Instructions
1
Configure Organization Settings
Navigate to your Organization settings from the main dashboard. Click on Team Management and enable collaboration features by toggling on Shared Scenarios and Team Templates. Set default permissions for new team members and configure notification preferences for workflow updates.
Enable email notifications for scenario changes to keep all team members informed of updates.
2
Create Team Workspaces
Go to Workspaces in the left sidebar and click Create New Workspace. Name your workspace descriptively (e.g., "Marketing Automation" or "Sales Operations"). Add team members by clicking Invite Members and assign appropriate roles: Owner, Admin, Editor, or Viewer. Configure workspace-specific settings and connection sharing permissions.
Create separate workspaces for different departments or project types to maintain better organization.
3
Set Up Shared Connections
Within your workspace, navigate to Connections and click Create Connection. Configure your app connections (Gmail, Slack, CRM, etc.) and check Share with team option. Set connection permissions to determine which team members can use, edit, or view each connection. Document connection purposes in the description field for team clarity.
Use service accounts or shared credentials for team connections to avoid personal account dependencies.
4
Create Collaborative Scenarios
Build your automation scenario in the visual editor. Click Scenario Settings and enable Team Collaboration mode. Add team members as collaborators by clicking Share and selecting appropriate permissions: Can Edit, Can View, or Can Execute. Enable Change Tracking to monitor who makes modifications and when.
Use descriptive module names and add notes to complex logic for better team understanding.
5
Implement Version Control
In your scenario settings, enable Version History by toggling the option in the Advanced Settings section. Set up automatic backups before major changes and create manual snapshots using Save Version button. Configure approval workflows for critical scenarios by enabling Change Approval and assigning reviewers from your team.
Create version tags with meaningful descriptions to easily identify and rollback to specific scenario states.
6
Configure Team Templates
Convert successful scenarios into team templates by clicking Save as Template in scenario options. Add comprehensive documentation including setup instructions, required connections, and use cases. Organize templates into categories and set template permissions to control who can access, modify, or deploy them across the organization.
Include variable placeholders in templates to make them easily customizable for different team use cases.
7
Set Up Monitoring and Alerts
Navigate to Monitoring section and create team dashboards by clicking Create Dashboard. Add relevant scenarios and set up shared alerts for execution failures, performance issues, or high usage. Configure notification channels (Slack, email, webhooks) and assign alert responsibilities to specific team members based on scenario ownership.
Create role-based monitoring views so team members only see alerts relevant to their responsibilities.
8
Establish Documentation and Standards
Create a team knowledge base using Make's Documentation feature or integrate with tools like Notion. Establish naming conventions for scenarios, connections, and variables. Set up regular team reviews and create workflow approval processes. Document troubleshooting guides and maintain an updated inventory of active automations with owner assignments.
Schedule monthly team meetings to review workflow performance and discuss optimization opportunities.
Common Issues & Troubleshooting
Team members cannot see shared scenarios
Check workspace permissions under Team Management. Ensure members are added to the correct workspace and have appropriate role assignments. Verify that scenarios have Team Collaboration enabled in settings.
Shared connections are not working for team members
Verify connection sharing is enabled and team members have Use Connection permissions. Check if the connection requires re-authentication and ensure service account credentials are properly configured.
Version conflicts when multiple team members edit scenarios
Enable Change Approval workflow and implement proper version control practices. Use Lock Scenario feature when making significant changes and communicate with team before major modifications.
Team templates are not deploying correctly
Ensure all required connections are available in the target workspace. Check template variables are properly configured and verify team members have sufficient permissions to create new scenarios from templates.
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