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Data privacy in Zapier for Teams accounts

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With Zapier for Teams, you can create teams for you and your co-workers in order to share Zaps and connected accounts, and you can do this all while preserving the privacy of your data within your company. Read on to learn how data privacy and security works for your Zapier for Teams account.


What data members can see

Any Zaps you and your team members create in private folders are private. Only the creator of a Zap in a private folder can view and edit them.

Additionally, the team owner can see how many Zaps and Tasks each member has used, but they cannot see the specific Zaps in a private folder or make changes to another member’s private Zap.

Moving a Zap into a shared folder will give team members access to your Zap and make information that passes through your workflow viewable. Sharing a Zap by moving it into a shared folder means that your other team members will have access to view and edit your Zap. They'll be able to add, remove, and modify the steps in your workflow.

The only exception is if a step in the Zap uses a private connected account. Team members will not be able to edit the settings or configuration of a step that uses a private connected account—they can only view it. Only the owner of a private connected account will be able to edit the steps in the Zap using that connection. However, all other steps in the Zap that use shared connected accounts would remain editable by your team.

Note

If you need to edit a step in a Zap that uses a private connected account (and you're not the owner), team members have the option to unlock the step by changing the account used to a shared connected account or their own private connected account.


What data owners can see

Team owners are able to see the following member information:

  • Name, email, and avatar
  • Number of live Zaps
  • Number of Tasks used in the current billing period

Owners are not able to see any of the Zaps, connected accounts, or Task History belonging to a team member—unless the team member shares a Zap or account with the team.


Protecting data when someone leaves the company

With Zapier for Teams, you can use shared folders to share important Zaps (our term for workflows) that your team relies on. This way if someone is temporarily out of the office or leaves the company permanently, your business process isn't interrupted.

Moving a Zap into a shared folder makes is accessible by everyone in the team. This makes offboarding employees easier because rather than resetting shared login credentials, you can simply deactivate their account. Once deactivated, they will no longer have access to any of the shared Zaps or connections in your team.


Using personal accounts in shared Zaps

If you have a Zap in a shared folder that uses one of your personal connected accounts, such as Gmail, Slack, or another app, that Zap will still be accessible by your team. However, any steps in your Zap that use your personal connected account will not be editable by your team.

Team members will only be able to edit steps in a Zap using a shared connected account or their own personal connected account. Any steps in a Zap using connected accounts that are not shared with them will be viewable but they will not be able to edit.

If a team member needs to edit a step using a connected account that they don’t have access to, they can update the Zap to use a different account, such as a shared connected account. This will then allow them to edit the settings and configuration of the Zap step.


Using private accounts in shared Zaps

If you move one of your Zaps that uses a combination of shared Connected Accounts and private Connected Accounts into a shared folder, your team members will be able to view the Zap and edit the steps using shared connections.

Example

For example, let's say you created a Zap with your personal Gmail account and your team's shared Dropbox account so that you could automatically save attachments into your team's Dropbox folder. You want to share this Zap with your team so you move it into a shared folder.

Once in a shared folder, team members will be able to view and edit this Zap. However, they will not be able to edit the settings or configuration for the step using your personal Gmail account—only for the step using the shared Dropbox account.

Note

Since your Zap using your personal Gmail account is in a shared folder, team members will still be able to view all information from your Gmail account in the Task History (including filtered Tasks) and as sample data when testing the connection for the Zap.


Permissions for shared Zaps and folders

You can choose who to share folders of Zaps with. By default, all members on the team will be able to see Zaps in a shared folder, but you can toggle this off and set permissions on an individual basis. The Team Owner, Team Admins and Folder Creator will always have access to the Shared Folder.

Sharing a Zap by moving it into a shared folder means that your other team members will have access to view and edit your Zap. They'll be able to add, remove, and modify the steps in your workflow.

The only exception is if a step in the Zap uses a private connected account. Team members will not be able to edit the settings or configuration of a step that uses a private connected account—they can only view it. Only the owner of a private connected account will be able to edit the steps in the Zap using that connection. However, all other steps in the Zap that use shared connected accounts would remain editable by your team.

If you need to edit a step in a Zap that uses a private connected account (and you're not the owner), team members have the option to unlock the step by changing the account used to a shared connected account or their own private connected account.

Currently it's not possible to give read-only access to shared Zaps or folders.


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