The integrations window

How to Use

In order to manage your integrations, you will need to go the landing page. The Manage Integrations option is located under the manage tab. Once clicked, a modal window will open up which will displays the possible services that can be integrated.

When you select an integration, you will be taken to the integrations menu page which shows the ability to add an integration, as well as edit the integrations that you have previously implemented.

The integration window

If you would like to add a new integration, click on the add a new integration button which takes you to the add a new integration window. In addition, you will be able to select whether you would like other users to be able to restrict what groups are able to view the source on this page.

The new integration window

Once selected, you will be able taken to the respective integration page where you will be able to enter in the details of the account you want to integrate before being taken back to the landing page.

An example connection page

You then will be able to name the new connection as well as nominate which groups will be able to access the integration. Once selected, you will be asked to enter in the account details in order to allow the integration.

The Edit integration window

If you would instead like to edit an integration, click on the wrench icon next to the name. Once clicked, you will be shown the settings for that integration. Here you can rename the integration, as well as what groups are able to access the integration.

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