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Managing integrations

How to enable and manage integrations across your organization

Integrations are controlled at three levels: corporate account, project, and participant group.

To use integrations in a project, the following conditions must be met:

  • The integration must be enabled at the corporate account level for selected projects.

  • The integration must be enabled for selected groups within the project.

  • The integration must be available and configured in the connected third-party platform.

💡 Learn about available integrations

Corporate account level

Enabling integration

Corporate account owners and managers can enable integrations to be used in projects connected to the corporate account.

To enable integration:

  • Go to Corporate account → Settings → Integrations.

  • Navigate to the required integration card and enable the toggle in the top-right corner.

Integration is immediately enabled for newly created and all active projects. You can quickly review enabled projects in the integration card. If you’d like to change the selection and/or disable integration for new projects, click the Edit icon in the card.

⚠️ Enabling integration at the corporate account level does not automatically enable it for project participants. Project administrators should enable integration for selected participant groups in project settings.

Disabling integration

Corporate account owners and managers can disable integrations at any time.

To disable integration:

  • Go to Corporate account → Settings → Integrations.

  • Navigate to the required integration card and disable the toggle in the top-right corner.

💡 When an integration is disabled at the corporate account level, it is automatically disabled for all projects, and all active user connections are terminated.

Project level

Enabling integration

Once an integration is enabled at the corporate account level, project administrators can manage it in project settings.

💡 Integrations are disabled by default for all participant groups unless they were preset in the Project template before project creation.

To enable integration for selected groups:

  • Go to Project settings.

  • Open the Integrations tab.

  • Enable the toggle in the top-right corner.

In the modal that appears, select the participant groups or group types that can use the integration in your project.

If you select a group type, all newly created groups of that type will have the integration enabled by default.

💡 Integrations can also be enabled in group settings during group creation or editing.

Disabling integration

To disable integration in the project:

  1. Go to Project settings.

  2. Open the Integrations tab.

  3. Disable the corresponding toggle.

The integration is automatically disabled for all participants, and all active connections are terminated.

Group level

Once integration is enabled at the project level, project administrators can enable or disable it for specific groups.

To enable or disable integration for an existing group:

  • Go to the Participants tab.

  • Click the required group or select Open permissions and settings from the context menu.

  • On the group card, open the Feature permissions tab.

  • In the Integrations section, enable or disable the required integrations.

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