How to Share Scenarios in Make.com

This guide explains how to share, transfer, and collaborate on scenarios in make.com, using built-in sharing tools such as shareable links, templates, and ownership transfer options.

The instructions below are based on the official documentation at Make Help Center: Scenario sharing and organized as a practical, step-by-step how-to article.

Overview of Scenario Sharing in Make.com

In make.com, a scenario is an automated workflow connecting apps and services. Scenario sharing features let you:

Give others read-only access to your workflow structure
Allow others to duplicate your work into their own account
Transfer full ownership and responsibility for a scenario
Distribute reusable templates built from your existing automations

Each sharing option serves a different purpose, from simple viewing to complete handover.

Permissions and Requirements in Make.com

Before sharing, check the following requirements in make.com:

Role and access: You must have rights to edit or own the scenario you plan to share.
Team or personal account: Some options differ slightly when you work in a team versus a personal workspace.
Data protection: Remember that sharing structure is different from sharing data; credentials and records are not automatically exposed.

These rules help ensure that collaboration in make.com remains secure and auditable.

How to Create a Read-Only Scenario Link in Make.com

A read-only link lets others inspect the scenario structure without being able to change it directly.

Steps to Generate a Read-Only Link

Open your scenario in make.com.
Click the More or options menu in the scenario editor.
Select the option related to Sharing or Share scenario.
Choose to create a read-only link.
Copy the generated URL and share it with your colleagues or clients.

People with this link can review the workflow, modules, and logic, but they cannot directly modify your original scenario.

Use Cases for Read-Only Links in Make.com

Demonstrating how a workflow is built for training purposes
Collecting feedback on structure without risking unwanted edits
Providing transparency to clients about process design

How to Let Others Clone Your Scenario in Make.com

Cloning lets another user create their own copy of your scenario in make.com, which they can edit independently.

Enable Cloning When Sharing

Open the scenario you want to share.
Go to the scenario Share settings.
Enable the option that allows viewers to clone or add to their account.
Copy the provided sharing link and send it to the recipient.

When the recipient opens the link, they can add a copy of the scenario to their own make.com workspace and adjust it as needed.

What Gets Copied When Cloning

Typically, the cloned scenario includes:

The entire workflow structure (modules, connections, and logic)
Configuration of modules (such as filters and mapping)
Scheduling and triggers (which the new owner can adjust)

However, credentials and some resource-specific data may need to be reconfigured by the person who cloned the scenario. This maintains security across accounts in make.com.

How to Transfer Ownership of a Scenario in Make.com

Transfer of ownership is useful when you want someone else to fully manage a scenario in make.com, including changes, billing impacts, and execution responsibility.

Steps to Transfer Ownership

Open the scenario in the scenario editor.
Access the Share or Ownership section from the options menu.
Select the option to Transfer ownership.
Choose the new owner from the list of available users or team members.
Confirm the transfer, understanding that the new owner will control the scenario.

After the transfer, you may retain access as a collaborator depending on workspace settings, but the designated owner in make.com becomes the primary controller.

When to Use Ownership Transfer

Handover of client projects from an agency to the client team
Reassigning automations when staff roles change
Moving responsibility from a test account to a production account

Create and Share Templates in Make.com

Templates turn a scenario into a reusable pattern others can quickly add and adapt in make.com.

Convert a Scenario to a Template

Open the scenario you want to reuse as a pattern.
Go to the More or Scenario options menu.
Select the option to Create template or similar wording.
Provide a name, description, and optional instructions for users.
Save the template and configure its visibility (private, team, or public, depending on your plan).

The template can then be shared as a link or accessed within template libraries inside make.com.

Best Practices for Make.com Templates

Use clear, descriptive names for templates so users quickly understand their purpose.
Add inline notes or comments within the scenario to explain key logic.
Simplify connection setup by highlighting which modules require credentials.

Security and Privacy When Sharing in Make.com

Scenario sharing in make.com focuses on structure rather than exposing live data.

Credentials: API keys and connection tokens are not sent to another account. Recipients must connect their own apps.
Data: Records and payloads are typically not shared through links or templates.
Access control: You can revoke shared links or adjust permissions if needed.

Always review what is visible in your shared scenario, especially module configuration screens that might display sensitive values.

Troubleshooting Common Sharing Issues in Make.com

Recipient Cannot Open the Link

Verify you provided the full URL without truncation.
Check whether the link has expired or been revoked.
Ask the recipient to open the link in a browser where they are logged into make.com.

Recipient Cannot Clone the Scenario

Ensure the clone or add to account option is enabled in the sharing settings.
Confirm that the recipient has sufficient permissions in their team or workspace.
Check whether any plan limitations affect cloning on their account.

Ownership Transfer Not Available

Confirm that you are the current owner of the scenario.
Make sure the target user exists in the same team or workspace in make.com.
Review any role restrictions that may prevent transfer to certain users.

Additional Resources for Make.com Users

To deepen your understanding and improve your workflows, explore these resources:

Official documentation on scenario sharing: Scenario sharing in Make Help Center
Automation strategy and implementation guidance: Consultevo automation consulting

Using these scenario sharing options in make.com, you can collaborate effectively, standardize workflows across teams, and safely hand over automations without losing control of your data or logic.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

Get Help