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Legacy Workato roles are being retired at the end of August 2026. Every Workato workspace must migrate to the new RBAC v2 model (environment roles) before then. See Migrating to RBAC v2 below for the full cutover checklist.

Provision accounts

When provisioning a new collaborator account, the following fields are available on the account creation form:

Environment Roles format

Each entry in Environment Roles encodes the target environment and the role name separated by a colon:
Allowed environment values are dev, test, and prod. The role name must match an existing role (privilege-group or environment role) in your Workato workspace. Examples:
  • dev:Admin — assign the Admin role in the Development environment
  • prod:Analyst — assign the Analyst role in the Production environment
  • test:Operator — assign the Operator role in the Test environment
The role must target an environment that the workspace has provisioned. If the workspace does not have the specified environment, the invitation fails with Environment <env> not found.

Capabilities

Environment roles (RBAC v2): Workato allows exactly one environment role per collaborator per environment. ConductorOne models environment roles as mutually exclusive entitlements: granting a new role for an environment supersedes the collaborator’s existing role there. Directly revoking an environment role is not supported by the connector; to change a collaborator’s access, grant the replacement role instead.

Gather Workato credentials

Each setup method requires you to pass in credentials generated in Workato. Gather these credentials before you move on.

Create a client role

1
In Workato, navigate to Workspace admin > API clients > Client roles > Add client role.
2
Give the new client role a name, such as “C1 integration role”.
3
Select the following endpoints:List environment roles and Get environment role are only available after your workspace migrates to RBAC v2 — see Migrating to RBAC v2 for the full cutover sequence.Get environment role is required only if you want C1 to provision environment role assignments.§The Collaborator roles section (including List non-system roles) only appears in the UI if your workspace uses the legacy roles model. If this section is not visible, your workspace has migrated to RBAC v2 — see Migrating to RBAC v2, and use Workato’s Role migration API to migrate your legacy custom roles to environment roles.
4
Save the new role.

Create an API client

1
Navigate to Workspace admin and select API clients > Create API client.
2
Give the new client a name, such as “C1 integration”.
3
Select the client role you set up above.
4
If your workspace has environments enabled, select the environment the API client (and by extension, C1) is allowed to access.
5
Select the projects the API client is allowed to access.
6
If needed, add allowed IP ranges that API requests using this token can originate from (view C1’s IP addresses).
7
Click Create client
8
The new client’s API token is shown. Carefully copy and save the API token.

Look up your data center location

You’ll also need to specify the location of your Workato data center. Workato displays your data center in the base URL of the API endpoint: Done. Next, move on to the connector configuration instructions.

Configure the Workato connector

To complete this task, you’ll need:
  • The Connector Administrator or Super Administrator role in C1
  • Access to the set of Workato credentials generated by following the instructions above
Follow these instructions to use a built-in, no-code connector hosted by C1.
1
In C1, navigate to Integrations > Connectors and click Add connector.
2
Search for Workato and click Add.
3
Choose how to set up the new Workato connector:
  • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)
  • Add the connector to a managed app (select from the list of existing managed apps)
  • Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Enter the API token in the API key field.
8
In the Data center field, enter one of us, eu, jp, sg, au, il, or sandbox (developer sandbox) to identify the location of your Workato data center. The default is us.
9
In the Environment field, enter one of dev, test, or prod to identify your Workato environment. The default is dev.
10
Optional. If desired, check the box to Disable custom roles sync.
11
Click Save.
12
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
Done. Your Workato connector is now pulling access data into C1.

Migrating to RBAC v2

Workato is retiring legacy roles at the end of August 2026. Every workspace must migrate to the new RBAC v2 model (environment roles) before then. Read Workato’s Access Control v2 overview and follow their migration guide to migrate your workspace. Environment roles sync requires RBAC v2 and is on by default, so exclude it from sync until your workspace migrates (otherwise sync fails with failed to list environment roles: 401). After your workspace migrates to RBAC v2, complete this cutover in order:
  1. In Workato, update your C1 API client’s role with the permissions that only become available after migration:
    • List environment roles — required
    • Get environment role — required only if C1 provisions environment role assignments
  2. In the connector configuration:
    • Enable Disable custom roles sync, since the legacy /api/roles endpoint no longer serves custom roles.
    • Confirm Environment roles sync is on (it is on by default — re-enable it now if you excluded it per the note above).
Getting either side of the cutover wrong fails differently:
  • Enable Environment roles sync too early (before migration) → sync fails with failed to list environment roles: 401.
  • Leave Environment roles sync disabled too late (after migration) → sync succeeds, but silently drops environment role grants — collaborators appear to have no role assignments.
Custom roles also move from the legacy /api/roles resource to environment roles, a different resource type. The first sync after migration rebuilds all role resources and grants from scratch, so expect a large diff with no retained history — this is expected, not a sync error.