Connect and manage company integrations

Choose the provider connection needed for a specific workflow.

Open Integrations in Operations to see connected services, connections needing attention, and the available catalog.

  1. Choose the provider you need.
  2. Follow that provider’s setup guide. Some use OAuth; others use an API token, management key, or installed agent.
  3. Test or validate the connection using its own controls.
  4. Select or synchronize resources where the provider supports it.
  5. Review the connection’s status and ownership after setup.

A connection does not automatically make every provider feature available in every project, chart, or system map. Resource selection, enabled modules, provider permissions, and user access can all matter.

Integration-edit permission is required for relevant write actions; provider-specific controls can require Admin authority. Disconnection is an Admin operation in the current integration flows. Treat connecting, synchronizing, reconnecting, and disconnecting as separate actions.