Course/Chapter 10/4. Team Collaboration & Access Control
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    Chapter 10: Scaling & Production Best Practices

    4. Team Collaboration & Access Control

    Manage workflows and credentials across teams.

    15m Lesson 4 of 5

    In team environments, proper access control and organizational conventions prevent chaos and security issues.

    Access Control Best Practices

    • - Role-based access: Use n8n's built-in roles (Owner, Admin, Member)
    • - Credential sharing: Share credentials with specific users, not everyone
    • - Workflow ownership: Assign clear owners to every production workflow
    • - Environment separation: Use separate instances for dev, staging, and production

    Team Conventions

    • - Naming: `[Team] Purpose — Version` (e.g., "[Sales] Lead Scoring — v2")
    • - Tags: Tag by team, status (active/deprecated), and environment
    • - Documentation: Every workflow needs a description and sticky notes
    • - Change log: Keep a sticky note with recent changes and who made them

    Code Examples

    Team Workflow Naming Convention
    text
    [Sales] Lead Scoring — v2
    [Sales] CRM Sync — Bi-directional
    [Marketing] Newsletter Campaign — Weekly
    [Marketing] Social Publishing — Auto
    [Ops] Database Backup — Daily
    [Ops] Health Check — Every 5min
    [Support] Ticket Routing — AI
    [Support] SLA Monitor — Hourly
    [Finance] Invoice Generation — Monthly
    [Finance] Expense Report — Auto-approval

    Pro Tips

    • 💡Create shared credentials under a service account — individual credentials break when team members leave
    • 💡Use naming prefixes like [Team-Function] to make workflows searchable
    • 💡Document all workflows — your future self (or your replacement) will thank you

    Comprehension Quiz

    Answer 2 of 2 correctly to unlock lesson completion.

    1. Why use a service account for shared credentials?

    2. What naming convention helps organize team workflows?

    Pass the quiz above to unlock lesson completion