Prepare accounts and connections
Prepare accounts and connections
Check the account, access and owner before a task depends on a connected tool.
Open Apps & connections
In the sidebar, open Settings, then the Workspace menu and Apps & connections. Confirm the workspace name before continuing. Labels can vary with interface language and product version.
Choose Add integrations
Select Add integrations, search for the provider and choose Connect. A listing on the public website does not mean the provider is available in your workspace; use the workspace connection list to check.
Authorize the intended account
Follow the provider’s connection form. Use an account whose owner has authorized this connection, check the store or advertising account, and review the requested permissions. Enter credentials only in the designated authorization form.
Check Connected accounts
Return to Apps & connections and inspect the connected account name and status. If several accounts are shown, identify the exact one the task should use. A connection still being authorized is not ready.
Review who can use the connection
Open Manage access for the connection where available. Review the assigned members, business scope and access level. Ask the connection owner or workspace administrator when you cannot view or change these settings.
Verify with a small read
In New task, request a single known product or a short reporting period from the named account. Confirm the returned business and records before requesting changes. If access fails, follow the connection prompt or ask its owner to restore authorization.
Put your next task in capable hands.
Start with a defined task and a clear finish line.