Company administrators can control which integrations their users are allowed to connect to elvex. This guide shows you how to manage integration settings for your organization.
Prerequisites
You must have Administrator or Owner role permissions
Your company must have integrations available
Accessing Integration Settings
Navigate to Settings > Integrations
You'll see a list of all available integrations for your organization
Managing User Access to Integrations
Find the integration you want to enable in the list
Toggle the switch to On for that integration
Once enabled, users will be able to set up this connection on their user profiles
Viewing Integration Details
Each integration card displays:
Integration name and logo
Brief description of what the integration provides
Available Actions - Click to expand and see all actions available for that integration
User-level connections toggle - Shows whether users can connect this integration
Connection status - Shows if there are company-level connections
Viewing Available Actions
Click on an integration card to expand it
Review the Available Actions section to see what your users can do with this integration
Actions are organized by category (e.g., "Get records," "Create records," "Search records")
Managing Company-Level Connections
Some integrations can be set up at the company level rather than individual user level.
Configuring Integration Scope
For certain integrations, you can configure the scope of access:
Click Configure scope if available for an integration
Select the appropriate permissions and access levels
Save your configuration
⚠️ Warning
Disconnecting a company-level integration will affect all users who rely on that connection.
Best Practices
Review regularly: Periodically review which integrations are enabled to ensure they align with your security policies
Principle of least privilege: Only enable integrations that your users actually need
Communicate changes: Inform your team when you enable or disable integrations