Technical Setup
Integrations Permissions
Here’s how to set up granular permissions for integrations. These permissions let you control which users can access specific integration actions. By default, all users have access to all integrations.
Managing Integration Access
By default, all integrations are enabled in a workspace. Admins can control which integrations are visible to workspace users.
Sometimes you need to control access by department or limit certain integrations to specific users. This is why we added granular permissions.
By default, integrations appear like this for Members and Editors:
For Admins, the default view looks like this:
Restrict action to specific users
On an action-by-action basis, admins can restrict actions to specific users. When you toggle the restriction button without adding any users, no one has access to that action (excluding other admins). Here’s how this looks on the admin side:
This action can only be used or added to assistants by the users or groups you share it with, and cannot be used by other users or groups. Workspace admins can always use this action.
Granting access to actions to specific users
Click “Manage” to add users and groups (same interface as sharing assistants). You can add multiple users and groups simultaneously.
Once added, the action appears like this on the admin side:
Now when these users add the action they have access to, it looks like the default view again:
