Adding team collaborators
To share a Flow with another team member, go to your Flows page and click "Share" in the Flow's overflow menu. You can also access share from the navigation bar within a Flow.
Once you select "Share," a pop-up window titled "Share Flow" will appear. From this screen, use the "Share with..." dropdown to add any teammate to your Flow. Here, you can choose whether to give them editor or viewer permissions (more on those below). After you've selected the person and their permission level, click the "Share" button. Your teammate will receive an email alert, and can now work with you on the Flow!
At any time, you can use the "Share" button to review who has access to a Flow, change permissions, or remove someone entirely.
Note: if you don't see your teammate's name in the "Share with..." dropdown, this means that they're not yet on your Parabola team. To add a team member, click “Invite someone new to your team” at the bottom of the sharing window. (If your team member already belongs to a different team on Parabola, email help@parabola.io and we can help get you sorted.)
Collaborator permissions
There are two types of Flow permissions: "Can edit" and "Can view".
Editors will have full ability to edit any part of a Flow
- Editors can edit the entire Flow, including step settings, authentication, Parabola tables, and visualizations
- Editors can share the Flow, and manage who has access
- Editors can add scheduled runs and triggers to Flows
- Editors can delete Flows
- All Editors will receive all Flow status emails
Viewers will have read-only access to a Flow
- Viewers can view the entire Flow, including step settings, and Results view data, but cannot make any edits
- Viewers can create new private views and edit their existing private views, but cannot make edits to existing shared views on a Parabola Table
- The only actions Viewers can take are copying snippets or duplicating the Flow
- Viewers cannot share Flows
- Viewers cannot run Flows
- Viewers cannot delete Flows
Note: you'll always know when you're in read-only mode. This is what a Flow looks like with view permissions:
Request edit permissions
Flow collaborators with view permissions can request edit permissions at any time. (They can do so from the viewer tool tip, shown above, or from the sharing modal seen at top right.) That request will be sent to Flow editors and/or team admins to approve. If a request is approved, that Flow collaborator will then have edit permissions.
Sharing with your entire team
You can easily share a Flow with your entire team at once. You can do this in two ways:
By sharing:
Open the “Share Flow” window. Where you see your team’s name, modify the permission from "No access" to either "Can edit" or "Can view."
By moving:
Move the Flow to your ‘Team Flows’ space. Doing so will automatically grant your team "Can view" permissions.
Sharing a Flow outside of your team
You cannot share a Flow with someone who isn't on your Parabola team. However, you can copy and share the contents of a Flow using snippets.
To do so, click on the canvas and drag a box around all of the steps you wish to copy. You can also select manually by clicking on each step while holding down the shift button.
Then, copy the steps with ⌘/Ctrl + C to capture a text snippet of the flow. Your snippet will look like this when pasted:
parabola:cb:610af319a9c54054922e8ace3bc67ee7
If you send this text snippet to someone, they can copy and paste it (⌘/Ctrl + V) into their own Parabola Flow canvas to have the snippet auto-populate. For more on creating snippets, you can also review the article, Building a Flow.
Sharing tables outside your team
Any table or visualization can be exported as a CSV. Simply click on the "Export to CSV" button at the top right of your table or chart.
You can also click the adjacent arrow button to share a particular view, metric, or table with anyone on your Parabola team.
Transferring Flows between accounts
To transfer a Flow to an account outside of your team, such as to your client or someone at a partner company, email help@parabola.io and we'd be happy to assist you. Please include the following information in your email and cc the new owner's email for approval:
- The account email to which the Flow(s) should be transferred
- The name(s) of the Flow(s) you'd like to transfer to this new owner's account
- Whether you'd like to retain access to the Flow(s) still, or if you'd like to transfer them completely to this new owner's account