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Using Teams in Tines

Manage teams in Tines

Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over 6 months ago

When invited to a team, you can then segment users and objects. Objects in Tines include credentials, resources, and workflows (i.e., Stories).

How does it work?

Users can only access the objects within their designated teams. Tenant owners are the only ones who can view all teams and objects across the tenant.

How do I invite users to a team?

Adding members to a team is simple:

  1. Open Tines and click on a team

  2. Click the stacked menu icon

  3. Choose Members

  4. Click Invite

  5. Type their email address

  6. Choose Send invite

After a team member accepts the invitation, you can configure their role.

Understanding Roles

Roles in teams include admin, editor, or viewer. Each role within a team is designated certain permissions and levels of access.

Team Admin

This is the editor who also manages the team. They have unrestricted read and write permissions for all objects within the team including:

  • Add, manage, or remove members of a team

  • Perform destructive actions such as deleting an object

  • Push changes to a workflow live through change control

Editor

This editor has read and write permissions to most objects across a team, but they cannot manage member access to the team or perform destructive actions.

This role is useful for most users who simply need the ability to create, edit, and run Stories in Tines.

Viewer

This role gives a user read-only permission across a team. They can view, but not edit, objects in a team.

This role is useful for situations where a colleague or auditor needs oversight or understanding of an automated workflow, without the ability to alter it – or even accidentally break it.

Permissions table

This table provides a detailed view of the exact permissions for the different roles.

Permission/Team Role

Team Admin

Editor

Viewer

Read objects

x

x

x

Interact with pages

x

x

x

Create new objects

x

x

Edit existing objects

x

x

Run an action

x

x

Import a story

x

x

Export a story

x

x

x

Push changes to a story

x

Manage team members

x

Share objects

x

Move objects

x

Delete objects

x

Objects are events, resources, credentials, records, or workflows (Stories) in Tines.

Object sharing across teams

By default, all objects are shared to the team where it was created. This enables editors to reuse a single object in multiple places. As a result, when an object is changed or updated, that change is reflected everywhere the object is used.

Limiting or increasing access to an object

When creating a credential or resource, the editor defines the access level. They can choose to share it with all teams or select specific teams. This is useful when some teams shouldn't be able to access a credential or resource.

Note: all objects shared outside a team must have a unique name.

More information on Story sharing configuration can be found with the Send to Story configuration options.

Team story allocation

If you have multiple teams in a tenant, the tenant owner can provision story limits by team.

  1. Go to your main menu in the top left corner

  2. Choose Team story allocation from the dropdown

  3. Check the box for the team(s) you want to limit

  4. Set the maximum stories for the team(s)

  5. Click Save

You can always come back and modify these settings.


Please note: depending on your plan, you may only have access to a certain number of teams and builders (editors and team admins). If you need to increase your limits, please reach out to your Customer Success Manager. See the Pricing Explained for more information.

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