Set up org sharing

How to set up org sharing between team members

Minh Nguyen avatar
Written by Minh Nguyen
Updated over a week ago

Note: Org sharing is defaulted to "off". To activate org sharing for your team, please contact Copado Essentials Tech Support using the chat feature in the lower right corner of the Essentials application.


Share your Salesforce Orgs

As an org owner (the user who authorizes the org connection in Copado Essentials) and a team lead, you can now share the org connection to other members in your team. Org sharing supports two level of access - validate and deploy.

Screen_Shot_2019-11-16_at_11.04.09_PM.png


Using this feature, a team lead can set up org connections for shared environments (ie. QA, UAT and PROD) once and share these org connections with other team members for validate or deploy. This approach allows a team member to validate or deploy changes against an upstream environment without requiring the member to be a Salesforce admin of the respective environment.

When a work item or deployment is shared to other team member, the deployment's source and target orgs will also need to be shared (so the team member can validate or deploy to those orgs).

Share your GIT Orgs

Git-org sharing is only applicable for work item pipelines. The team owner or team lead sets up the pipeline for the team where a Git org is used for history tracking. In this case, the Git org will need to be shared with other team members with "Pipeline Commit" access before they can use the pipeline. For more details about Work Items set up, please refer to this article: https://docs.essentials.copado.com/en/articles/4719394-work-items

Did this answer your question?