Overview
Draft & Goal is built for teams. Share workflows, collaborate and manage permissions across your organization.
Organizations
What is a organization ?
A organization is a shared environment where your team can:
- Create and edit workflows
- Share data sources and integrations
- Manage permissions
- Track usage and billing
Switching organizations
If you belong to multiple organizations:
- Click the organization name in the top-left
- Select the organization you want to switch to
- Your view updates to show that organization’s content
Team members
Inviting members
Add people to your organization:
- Go to Share
- Enter their email address
- Select a role
- Send invitation
Invited members receive an email with a link to join your organization.
Member roles
| Role | Permissions |
|---|
| Owner | Full access, billing, can delete workspace |
| Admin | Manage members, all workflows, integrations |
| Builder | Create and edit workflows, run executions |
| Viewer | View workflows and results, cannot edit |
Role comparison
| Action | Owner | Admin | Builder | Viewer |
|---|
| View workflows | ✅ | ✅ | ✅ | ✅ |
| Run workflows | ✅ | ✅ | ✅ | ❌ |
| Create workflows | ✅ | ✅ | ✅ | ❌ |
| Edit workflows | ✅ | ✅ | ✅ | ❌ |
| Delete workflows | ✅ | ✅ | ❌ | ❌ |
| Manage integrations | ✅ | ✅ | ❌ | ❌ |
Changing roles
To change a member’s role:
- Go to Share
- Find the member
- Click the role dropdown
- Select the new role
Removing members
To remove someone from your organization:
- Go to Share
- Find the member
- Click Remove
- Confirm the action
Removed members immediately lose access to all workspace content.
Sharing workflows
Workflow visibility
Control who can see and edit each workflow:
| Level | Who can access |
|---|
| Private | Only you |
| Organization | All organization members |
| Specific users | Selected members only |
Setting permissions
- Open the workflow
- Click Share in the top bar
- Choose visibility level
- Add specific users if needed
Version history
Track changes over time:
- Click History in the workflow menu
- See all changes with timestamps
- View who made each change
- Restore previous versions if needed
Integrations management
Shared integrations
Integrations (API keys, OAuth connections) are workspace-level:
- Set up once, use across all workflows
- Admins manage integration credentials
- Members use integrations without seeing secrets
Adding integrations
- Go to Builder → Integrations
- Click Add Integration
- Select the service (Google, HubSpot, etc.)
- Complete authentication
- Integration is available to all workflows
Integration permissions
| Role | Can add | Can use | Can delete |
|---|
| Owner | ✅ | ✅ | ✅ |
| Admin | ✅ | ✅ | ✅ |
| Builder | ❌ | ✅ | ❌ |
| Viewer | ❌ | ❌ | ❌ |
Best practices
Organize workflows
Keep your workspace tidy:
- Use folders: Group related workflows
- Naming conventions:
[Team]-[Project]-[Description]
- Add descriptions: Document what each workflow does
- Archive old workflows: Don’t delete, archive
Manage access carefully
- Principle of least privilege: Give minimum necessary access
- Regular audits: Review member list quarterly
- Offboarding: Remove access when people leave
Document everything
- Workflow descriptions: Explain purpose and usage
- Node comments: Document complex logic
- README workflows: Create documentation workflows
Organization settings ( Super Admin only )
Usage & billing
Track resource usage:
- Executions: Number of workflow runs
- AI tokens: LLM usage
- Storage: Data stored
- API calls: External API usage
Enterprise features
For larger organizations:
Single Sign-On (SSO)
Connect your identity provider:
- SAML 2.0 support
- Automatic user provisioning
- Enforce authentication policies
Audit logs
Track all activities:
- Who did what, when
- Login/logout events
- Workflow changes
- Data access
Custom roles
Create roles specific to your needs:
- Fine-grained permissions
- Department-specific access
- Compliance requirements
Contact Sales
Learn more about Enterprise features
Next steps
