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RCB Automation uses team workspaces to organize members, workflows, and integrations under a shared account. Every workflow you build lives inside a workspace, and each member of that workspace has a role that determines what they can see and do. Setting up the right roles from the start saves you from dealing with accidental edits or unwanted configuration changes later.

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Creating a workspace

When you sign up for RCB Automation, a personal workspace is created automatically using your account name. To create a dedicated team workspace:
1

Open workspace settings

Click your workspace name in the top-left corner of the dashboard and select Create new workspace.
2

Name your workspace

Enter a name for the workspace — typically your organization or team name, such as Acme Corp or Marketing Ops. This name appears in the sidebar and in email notifications sent to members.
3

Set the workspace URL

Choose a URL slug for your workspace. This appears in the address bar and in any links you share with teammates. It cannot be changed after creation.
4

Create the workspace

Click Create workspace. You are automatically assigned the Owner role.

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Inviting team members

1

Go to Team settings

In your workspace, navigate to Settings > Team and click Invite members.
2

Enter email addresses

Type one or more email addresses, separated by commas. You can invite up to 20 members at once.
3

Assign a role

Select the role each invitee should receive. You can assign different roles to different invitees in the same batch. See the roles table below to choose the right role.
4

Send invitations

Click Send invites. Each invitee receives an email with a link to accept the invitation. Invitations expire after 7 days.
Invitations count against your plan’s seat limit when sent, not when accepted. If you are at your seat limit, upgrade your plan or remove an existing member before inviting someone new.

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Roles and permissions

RCB Automation has four roles. Assign the most restrictive role that still lets each member do their job.
PermissionOwnerAdminEditorViewer
View workflows and run history✓✓✓✓
Run a workflow manually✓✓✓—
Create and edit workflows✓✓✓—
Delete workflows✓✓——
Manage integrations and connected apps✓✓——
View API keys✓✓——
Create and revoke API keys✓✓——
Invite and remove team members✓✓——
Change member roles✓✓——
Manage billing and subscription✓———
Delete the workspace✓———
Transfer workspace ownership✓———
Owner — Full control over the workspace, including billing and deletion. Each workspace has exactly one Owner. Ownership can be transferred to another Admin. Admin — Can manage members, integrations, and API keys, but cannot access billing or delete the workspace. Suitable for team leads or platform administrators. Editor — Can build and modify workflows but cannot manage integrations or team members. Suitable for automation builders who should not touch shared credentials. Viewer — Read-only access to workflows and run history. Suitable for stakeholders who need visibility without the ability to make changes.

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Changing a member’s role

1

Open Team settings

Go to Settings > Team to see the full list of workspace members.
2

Find the member

Locate the member whose role you want to change. Use the search field if your team is large.
3

Select a new role

Click the role badge next to their name and select the new role from the dropdown. The change takes effect immediately — no confirmation required.
Only Owners and Admins can change member roles. An Admin cannot promote another member to Owner or change the Owner’s role.

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Removing a member

1

Open Team settings

Navigate to Settings > Team.
2

Remove the member

Click the … menu next to the member’s name and select Remove from workspace. Confirm the action.
When you remove a member, they immediately lose access to the workspace. Any workflows, integrations, or API keys they created remain in the workspace and are not deleted. Their personal API keys associated with this workspace are revoked.
Removing a member does not cancel any active workflow runs already in progress. Runs triggered before removal will complete normally.

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Workspace-level vs. workflow-level sharing

RCB Automation has two layers of access control. Workspace-level access is what you configure through Settings > Team. When you add a member to the workspace with a given role, that role applies to everything inside the workspace by default. Workflow-level sharing lets you restrict specific workflows to a subset of workspace members, regardless of their workspace role. This is useful when some workflows contain sensitive integrations or data that only certain team members should see. To configure workflow-level access:
1

Open the workflow

Navigate to the workflow in the dashboard and click Settings inside the workflow editor.
2

Open Sharing

Select the Sharing tab.
3

Set access

By default, Inherit workspace permissions is selected. Switch to Restricted to specify exactly which workspace members can access this workflow and at what level (view or edit).
Workflow-level restrictions narrow access — they cannot grant permissions beyond what the member’s workspace role allows. A Viewer cannot be granted edit access to a specific workflow.

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Managing pending invitations

Invitations that have been sent but not yet accepted appear in Settings > Team under the Pending invitations section. From this view you can:
  • Resend an invitation if the original email was missed or expired. A new 7-day expiry window starts when you resend.
  • Cancel an invitation to remove the pending seat from your usage count. The invitation link in the original email becomes invalid immediately.
Expired invitations are removed from the pending list after 24 hours. If a teammate says their link expired, resend the invitation from this page.