Connection and authorisation are separate steps

Applications lists tools you can connect to the workspace. Depending on the provider, connection may use an authorised sign-in, access key or another method shown in its details. Follow that workflow and check the selected account or company before confirming.

Connecting a tool prepares workspace access. You then decide which employees may use it and for which actions. This gives each role the connections it needs, with permissions appropriate to its responsibility.

Configuration steps

  1. Open Applications and find the service you want.
  2. Choose Add or the available connection action, then complete provider authorisation.
  3. Check the connected account's identity and the status shown back in Hub.
  4. Open employee permissions and select the application as appropriate. For email, review mailboxes in the employee profile.
  5. Try a small query you can verify before requesting changes or messages.

Choose the scope deliberately

Configuration may let you select individual applications, all current applications or future ones too. ‘All current’ keeps the selection from that moment; ‘Also future’ extends it to later additions. Review the scope when adding new services.

A signed-in employee browser and an Applications connection can use different workflows. When a task requires sign-in, use the provided interface and confirm the selected employee. If the provider expires authorisation or requests additional verification, complete it before retrying work.

Sources and documentation