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Allow client users to connect their own integrations
Allow client users to connect their own integrations

With the appropriate permission settings, clients can connect their own 3rd party accounts

Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

Customizing user permissions is only possible on some of our plans. Not sure if it's part of your plan? Check out our pricing page for more information on what's available with each plan.
From the Home page, click Users in the sidebar to the left to open the Users page.

From here, locate the Client user you'd like to edit by scrolling or searching in the upper right. Hover over the user tile to reveal the edit options, then click the pencil icon and select Permissions from the dropdown.

This opens the permissions popover. Click General to expand the general permission options.

Next, toggle the permission for Setup Integrations on by clicking the toggle. When on the toggle will be green, when off it will appear gray.

Lastly, click Save in the bottom left to lock in these permissions for this client. Looking to clone these permissions to more users? Learn how here!

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