- Connect using secure authentication methods
- Manage credentials and permissions with granular control
- Share connections safely across your team
How connections work
- The first time you connect an account, you go through the service’s authentication flow. Most take one click if you’re already signed in to both Prowork and the service.
- New accounts are private to you by default. You can share them with specific teammates or your entire team: either can edit (full access) or can use (read-only).
Manage saved accounts
Users with full access can rename, reconnect, revoke, delete, and update sharing.- Rename: in Edit accounts, open the three-dot menu and choose
Edit account name. - Reconnect (reauthorize): choose
Reconnect accountto refresh authorization. - Set as default: choose
Set as defaultto make this the default account for new steps. - Sharing: choose
Sharing settings...to set can edit or can use for individual teammates or the whole organization. - Revoke access from all flows: choose
Revoke access from all flowsto remove the authorization from every flow that’s currently using it. - Delete: choose
Deleteto remove the account from Prowork.
Reconnect or reauthorize an account for a step
1
Click the step that needs authorization.
2
In the step settings, open the account dropdown and click
Edit accounts.3
Click the three-dot menu next to the account in use and select
Reconnect account.Set a default account
Setting a default account speeds up building. When a default is set, new steps that support defaults start with that account preselected. Set or unset a default account:1
Open the step that uses the integration.
2
In the step settings, open the accounts list and click
Edit accounts.3
Click the three-dot menu next to an account and choose
Set as default (or Unset default).Remove an integration account
1
Click the integration step on the canvas.
2
In the step settings, open the account dropdown and click
Edit accounts.3
Click the three-dot menu next to the account and select
Delete.
