Company administrators control integrations at the global level, determining which integrations are available to users and what actions those integrations can perform. Individual users then connect their own accounts to the integrations their admin has enabled.
Prerequisites
Administrator or Owner role permissions
How Integration Management Works
Integration management in elvex operates on two levels:
Admin level (global) Admins enable integrations and configure which read and write actions are permitted across the organization.
User level (personal) Individual users connect their own accounts to the integrations the admin has enabled.
Note: Admin users need to complete both steps themselves. Enabling an integration at the global level does not automatically connect your personal account; you will also need to go to your own integration settings and connect your account.
Users will be able to see out-of-the-box integrations that admins have disabled, but they will not be able to connect to them.
Step 1: Admin — Enable and configure integrations globally
Navigate to Settings > Integrations
Find the integration you want to enable and toggle it On
Click the Configure cog on the integration to control which read and write actions are permitted for your organization. Enable as many actions as are reasonable for your business; the more actions you enable, the more your agents will be able to do on behalf of users.
Enable Auto-approval for integrations where agents need to take action without requiring manual confirmation from users each time.
Why Auto-approval matters
By default, when an agent wants to take an action through an integration, it will ask the user to approve it first. This is safe but creates friction. For agents that need to run autonomously, auto-approval must be enabled.
For example: if you have an agent that runs on a schedule and emails users the resulting output, auto-approval needs to be enabled on the Gmail or Outlook integration. Without it, the agent will not be able to send the email without a user manually approving the action, which defeats the purpose of a scheduled, automated workflow.
Enable auto-approval for any integration where you want agents to act on behalf of users without interruption.
Step 2: Users — Connect personal accounts
Once an admin has enabled an integration, each user needs to connect their own account:
Navigate to your profile settings
Go to Integrations
Find the enabled integration and click Connect
Follow the authorization flow to grant elvex access to your account
Each user's connection is personal; one user's credentials are never shared with or visible to others.
Best Practices
Click the Configure cog on every integration and enable all actions that are reasonable for your business. Agents can only do what they have permission to do.
Enable auto-approval for integrations used in scheduled or autonomous agent workflows.
Communicate with your team when you enable new integrations so they know to connect their accounts.
Review enabled integrations periodically to ensure they still align with your security policies.