Sharing & Real-Time Collaboration | ORCFLO Documentation

Workflows don't have to be a solo project. You can invite other ORCFLO users to your workflow as viewers (read-only) or editors(full canvas access), and editors can build alongside you in real time — you'll see each other's cursors moving on the canvas, watch nodes appear and update live, and see exactly who has which step selected.

Collaboration works on workflows you own or that have been shared with you. Blueprints (published templates) are always read-only — to collaborate on one, use it to create a workflow first, then share that workflow.

Inviting People

Only the workflow owner can invite people. To share a workflow:

Open the workflow and click Share in the editor toolbar.
In the People with access card, search for a person by their email address or name. They need an ORCFLO account.
Pick their access level — Can view or Can edit — using the selector next to the invite button.
Click Invite. They'll get an email notification, and the workflow appears under Shared with me on their dashboard.

You can add several people in one go — search and select each person to build a list, then send all the invites with one click. The access level you pick applies to everyone in that batch.

Access Levels

Can view— read-only access. Viewers can open the workflow, inspect every step's configuration, and duplicate it into their own workspace, but they cannot change anything.
Can edit— full building access. Editors can add, configure, connect, and delete steps; edit the title, description, notes, and settings; set up triggers, webhooks, and schedules; use the build assistant chat; and view the workflow's metrics — all alongside you, live. When an editor configures an email step, they pick from yourverified email addresses, so emails always send as you. Editors cannot run the workflow, view its run history, publish it, delete it, or change who it's shared with. While editing, they see a “Shared by {your name}”chip in the toolbar as a reminder that they're working in a workflow they don't own.
Owner— that's you. Only the owner can run the workflow (runs use the owner's credits), see its run history, delete it, publish it, or manage who has access.

Running a workflow always uses the owner's credits, which is why editors can build but not run. If a collaborator wants to run their own copy, they can duplicate the workflow into their workspace.

Editing Together in Real Time

When you and an editor open the same workflow, you're automatically in a live session — there's nothing to turn on. Everything syncs as you work:

Live cursors— each person's cursor appears on the canvas with their name, in their own color.
Instant edits— when someone adds a step, changes a prompt, moves a node, draws a connection, or adds and drags a sticky note, everyone sees it within a moment. Notes glide as they're dragged, just like steps. Steps that just changed pulse briefly so updates are easy to spot.
Selection highlights— when a collaborator selects a step, it gets a colored ring with their name, so you know what they're working on and can avoid stepping on each other.

Seeing Who's Here

Whenever someone else has the workflow open, their avatar appears in the editor toolbar. Hover over an avatar to see their name and access level. The stack updates live as people join and leave — if you're working alone, it stays out of your way entirely.

Each collaborator is assigned a consistent color that's used everywhere — their avatar ring, their cursor, and their selection highlights — so it's easy to track who's doing what.

Saving & Conflicts

Saving works exactly like it does solo — auto-save keeps the workflow up to date as you edit, and everyone's changes end up in the same saved workflow. You don't need to coordinate saves or take turns.

If two people edit the same thingat the same moment — say, both rewrite the same step's prompt — the most recent change wins and everyone's canvas updates to match. Edits to different steps never conflict, no matter how simultaneous they are.

The selection highlights are your friend here: if you see someone's colored ring on a step, they're probably mid-edit — pick a different step and your changes will always merge cleanly.

Managing & Removing Access

The People with access card in the Share dialog lists everyone you have invited, with a badge showing whether they can view or edit. To remove someone, click the trash icon next to their name — they lose access immediately, including any live session they have open.

To change someone's access level, remove them and re-invite them with the new level.

Common Questions

Can editors run my workflow?No — runs always use the owner's credits, so only the owner can execute. Editors can duplicate the workflow and run their own copy on their own credits.
Can editors set up triggers and schedules? Yes. Triggers, webhooks, and schedules an editor creates belong to the workflow and run on your account, just like ones you set up yourself — so they count toward your plan and run on your credits.
Whose email address do email steps use?Yours. When an editor configures an email step, they choose from your verified addresses, and the email is sent as you — editors can't add their own addresses to your workflow.
What about steps that use MCP servers I don't have? Editors see the real name of every MCP server your steps use — labelled owned by {you} — even though the connection lives on your account. They can build around it, but only you can manage or reconnect the server itself.
How many people can edit at once?There's no hard limit — the avatar stack shows the first few people with a +N indicator for the rest.
What if I lose my connection? Your edits keep working locally and sync when you reconnect. If others changed things while you were offline, your canvas refreshes with the latest version automatically.
Is this the same as a public share link? No. Public links give anyone with the URL read-only access. Invites are tied to specific ORCFLO accounts and are the only way to grant edit access.