Multi-User Collaboration in Designer
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Designer supports multiple users working on the same environment's configuration. However, Designer does not sync draft state between users in real time: the draft you see in your browser reflects the state loaded when the page was opened. If a teammate makes changes in the same draft, your view may be out of date until you refresh the page. This page describes the recommended workflow to avoid version conflicts and lost work when several users collaborate in Designer.
All users in the same environment work against the same draft on the server
Each user's browser shows the draft state as of the moment the page was loaded
Changes made by another user do not appear automatically — they appear after a page refresh
A full logout/login is not required; a browser page refresh is enough to load the latest draft state
If users do not refresh, they may see different "versions" of the draft, and publishing from a stale view can result in incorrect version differences or loss of another user's recent changes.
Always complete a full browser page refresh before publishing a draft. This loads any changes completed by other users, so the publish includes the actual latest state of the draft rather than a stale view. This is the single most important habit for avoiding lost work.
Confirm with other team members that no one is in the middle of edits before anyone publishes. Ideally, agree on who publishes and when — for example, designate one person as the publisher for a given working session.
When possible, avoid having multiple people edit the same resources at the same time. Splitting work by configuration area (for example, one person works on CDTs while another works on Automations) reduces the chance of overlapping changes.
After refreshing, review the Change Summary to verify the full set of changes about to be published — including changes made by teammates. If you see unexpected items, check with the team before proceeding.
Refresh the browser page
Confirm no teammates are mid-edit
Review the Change Summary
Publish
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