When you invite team members to your organization or workspace, you'll need to choose what level of access to give them. This guide explains what each permission level allows users to do, helping you understand team roles and what access each permission level provides.
Workspaces and Organizations
Sim has two kinds of workspaces:
- Personal workspaces live under your individual account. The number you can create depends on your plan.
- Shared (organization) workspaces live under an organization and are available on Team and Enterprise plans. Any organization Owner or Admin can create them. Internal members invited to a shared workspace join the organization and count toward your seat total. Existing Sim users who already belong to another organization can be added as external workspace members instead, giving them access to the workspace without adding them to your organization roster or using one of your seats.
Workspace Limits by Plan
| Plan | Personal Workspaces | Shared Workspaces |
|---|---|---|
| Free | 1 | — |
| Pro | Up to 3 | — |
| Max | Up to 10 | — |
| Team / Enterprise | Unlimited | Unlimited (seat-gated invites) |
When a Team or Enterprise subscription is cancelled or downgraded, existing shared workspaces stay accessible to current members. New invitations are blocked until the organization is upgraded again.
How to Invite Someone to a Workspace
Workspace Permission Levels
When inviting someone to a workspace, you can assign one of three permission levels:
| Permission | What They Can Do |
|---|---|
| Read | View workflows, see execution results, but cannot make any changes |
| Write | Create and edit workflows, run workflows, manage environment variables |
| Admin | Everything Write can do, plus invite/remove users and manage workspace settings |
Internal Members vs External Workspace Members
Workspace permissions are separate from organization membership:
- Internal organization members belong to your organization, appear in the organization roster, and count toward your seat total. Invite new teammates this way when they should be part of your company or team in Sim.
- External workspace members have access only to the workspace they are invited to. They keep their own organization membership, do not appear in your organization roster, and do not count toward your organization's seats. Use external access for clients, partners, contractors, or collaborators who already use Sim in another organization.
External workspace members still receive a workspace permission level — Read, Write, or Admin — and that permission controls what they can do inside the workspace.
What Each Permission Level Can Do
Here's a detailed breakdown of what users can do with each permission level:
Read Permission
Perfect for: Stakeholders, observers, or team members who need visibility but shouldn't make changes
What they can do:
- View all workflows in the workspace
- See workflow execution results and logs
- Browse workflow configurations and settings
- View environment variables (but not edit them)
What they cannot do:
- Create, edit, or delete workflows
- Run or deploy workflows
- Change any workspace settings
- Invite other users
Write Permission
Perfect for: Developers, content creators, or team members actively working on automation
What they can do:
- Everything Read users can do, plus:
- Create, edit, and delete workflows
- Run and deploy workflows
- Add, edit, and delete workspace environment variables
- Use all available tools and integrations
- Collaborate in real-time on workflow editing
What they cannot do:
- Invite or remove users from the workspace
- Change workspace settings
- Delete the workspace
Admin Permission
Perfect for: Team leads, project managers, or technical leads who need to manage the workspace
What they can do:
- Everything Write users can do, plus:
- Invite new users to the workspace with any permission level
- Remove users from the workspace
- Manage workspace settings and integrations
- Configure external tool connections
- Delete workflows created by other users
What they cannot do:
- Delete the workspace (only the workspace owner can do this)
- Remove the workspace owner from the workspace
Workspace Owner vs Admin
Every workspace has one Owner (the person who created it) plus any number of Admins.
Workspace Owner
- Has all Admin permissions
- Can delete the workspace
- Cannot be removed from the workspace
- Can transfer ownership to another user
Workspace Admin
- Can do everything except delete the workspace or remove the owner
- Can be removed from the workspace by the owner or other admins
For shared (organization) workspaces, the organization's Owner and Admins are treated as Admins of every workspace in the organization, even without an explicit per-workspace invite.
Common Scenarios
Adding a New Developer to Your Team
- Organization level: Invite them as an Organization Member
- Workspace level: Give them Write permission so they can create and edit workflows
Adding a Project Manager
- Organization level: Invite them as an Organization Member
- Workspace level: Give them Admin permission so they can manage the team and see everything
Adding a Stakeholder or Client
- Organization level: If they should not join your organization, add them as an External workspace member
- Workspace level: Give them Read permission so they can see progress but not make changes
Environment Variables
Users can create two types of environment variables:
Personal Environment Variables
- Only visible to the individual user
- Available in all workflows they run
- Managed in Settings, then go to Secrets
Workspace Environment Variables
- Read permission: Can see variable names and values
- Write/Admin permission: Can add, edit, and delete variables
- Available to all workspace members
- If a personal variable has the same name as a workspace variable, the personal one takes priority
Best Practices
Start with Minimal Permissions
Give users the lowest permission level they need to do their job. You can always increase permissions later.
Use Organization Structure Wisely
- Make trusted team leads Organization Admins
- Most team members should be Organization Members
- Reserve workspace Admin permissions for people who need to manage users
Review Permissions Regularly
Periodically review who has access to what, especially when team members change roles or leave the company.
Environment Variable Security
- Use personal environment variables for sensitive API keys
- Use workspace environment variables for shared configuration
- Regularly audit who has access to sensitive variables
Organization Roles
An organization has three roles: Owner, Admin, and Member.
Organization Owner
What they can do:
- Everything an Admin can do
- Transfer organization ownership to another user
- Only one Owner exists per organization
Organization Admin
What they can do:
- Invite and remove team members from the organization
- Create new shared workspaces under the organization
- Manage billing, seat count, and subscription settings
- Access all shared workspaces within the organization as a workspace Admin
- Promote members to Admin or demote Admins to Member
Owners and Admins have the same day-to-day permissions. The only action reserved for the Owner is transferring ownership.
Organization Member
What they can do:
- Access shared workspaces they've been specifically invited to
- View the list of organization members
- Cannot invite new people, create shared workspaces, or manage organization settings