Teams guide for Make.com

This how-to article explains step by step how to configure teams in make.com so your organization can collaborate securely on automations, scenarios, and data.

What are teams in Make.com?

Teams in make.com are shared environments where multiple users can build and manage automations together. Instead of sharing one account, each person has their own login while accessing common workspaces, folders, and connections.

Using a team helps you:

Centralize ownership of scenarios and data
Control who can modify or run specific automations
Standardize security and billing across your organization

How to create a new team in Make.com

To start using collaboration features in make.com, first create a team and define its basic settings.

Step 1: Access the Teams section in Make.com

Sign in to your personal account.
Open the profile or account menu in the top navigation.
Select the option that leads to the Teams or organizational settings area.

This section lists the teams you belong to and allows you to create or join others.

Step 2: Create the team

Click the button to create a new team.
Enter a clear team name that matches your company or department.
Confirm the primary contact or owner, who will manage billing and top-level settings.
Save to create the team environment.

Once created, you can add workspaces, invite members, and assign roles.

Managing team roles in Make.com

Roles in make.com define what a member is allowed to see and do. Set these up early to prevent accidental changes and to keep access aligned with job responsibilities.

Common role types

Typical role levels in a team include:

Owner – Has full control over the team, billing, and all team settings.
Admin – Manages members, roles, and configurations but may have limited billing access.
Editor – Builds and edits scenarios, connections, and modules within assigned workspaces.
Viewer – Can see scenarios and execution history but cannot change configurations.

How to assign or change roles

Go to the team settings page.
Navigate to the Members or Users tab.
Select a member from the list.
Use the role dropdown or permissions panel to choose the appropriate role.
Save the changes and confirm with the user if their access level changed significantly.

Review roles regularly, especially when people join or leave the organization.

Inviting members to your Make.com team

After setting up basic team details, invite collaborators so they can start building and managing automations with you in make.com.

Step-by-step: Send invitations

Open your team settings.
Go to the Invitations or Members section.
Click the button to invite a new member.
Enter the user’s email address. For larger companies, use the official corporate email domain.
Select the role or default permissions that the new member should receive.
Send the invitation and inform the user to check their inbox.

Invitees follow a link in the email to join your team. If they do not yet have an account, they will be asked to create one first.

Managing pending and accepted invites

To keep your team secure and up to date:

Regularly review pending invitations and revoke any that are no longer needed.
Remove users who no longer work on your projects or have left the company.
Downgrade roles, for example from Editor to Viewer, when responsibilities change.

Organizing workspaces in Make.com teams

Workspaces in make.com help you separate automations by department, project, or client inside one team.

Create and structure workspaces

From the team dashboard, open the Workspaces area.
Click to create a new workspace.
Give it a descriptive name, such as “Marketing Automation” or “Finance Integrations”.
Optional: Add a short description so members know what belongs there.
Save to create the workspace.

Repeat this process for each major area of your organization. Clear structure makes navigation easier and reduces mistakes.

Assign access to workspaces

For each workspace, define who can use it:

Grant Editor access to users who build integrations in that area.
Assign Viewer access to stakeholders who only need visibility.
Restrict access entirely for teams who should not see particular data, such as HR or finance details.

Adjust permissions whenever teams change their responsibilities or new workspaces are created.

Sharing connections and scenarios in Make.com

One benefit of using teams in make.com is the ability to share connections and scenarios while keeping control over access.

Shared connections

Shared connections let multiple members use the same integration credentials, such as a CRM or email platform, without revealing passwords.

Create or open a connection inside a scenario.
Mark it as shared within the team or specific workspace, according to the options available.
Limit which roles are allowed to edit or delete the connection.

Monitor shared connections regularly to ensure they are still required and secure.

Shared scenarios

To collaborate on scenarios:

Build the scenario inside the right workspace.
Use folders or naming conventions to group similar flows.
Ensure members who must edit the scenario have the required permissions.
Use testing or staging workspaces before deploying changes to production scenarios.

Security and best practices for Make.com teams

Good governance ensures your team in make.com remains secure, compliant, and easy to manage.

Core security steps

Enable multi-factor authentication for all accounts where possible.
Use role-based access rather than sharing a single login.
Audit member lists regularly and remove inactive users.
Review logs or execution history for unexpected activity.

Operational best practices

Document which workspaces are used for which business areas.
Maintain a list of critical scenarios and their owners.
Set naming conventions for connections, scenarios, and folders.
Schedule periodic reviews of roles, workspaces, and shared connections.

Where to learn more about Make.com teams

For detailed reference material and the most up-to-date interface instructions, see the official documentation at the teams help page for make.com.

If you need strategic guidance on how to design team structures, automation governance, or integration architectures around make.com, you can also consult automation experts such as Consultevo.

By following the steps in this guide, you can configure teams, roles, workspaces, and shared assets in make.com to support secure, scalable automation across your organization.

Need Help With Make.com?

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