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Use a local business workspace to review records, prepare drafts and approve supported actions. External connections require their own setup.

Connect an account deliberately

A selected channel and an authorized provider connection are different things.

What to do

  1. Open Connections and Choose provider. Choose the account type that matches what you want to read or monitor.
  2. Follow the numbered How to connect guide. Some providers require platform application registration, an app password or provider permissions before sign-in can work.
  3. Use Test & connect after checking the configuration. Read the status; a saved configuration alone does not prove authorization or delivery.
  4. Use Pause or disconnect when needed. Disconnecting removes that account’s stored credentials while previously imported records remain in the workspace.

Provider permissions and available actions vary. The current source supports specific read/import paths and limited owner-notification deliveries; it does not provide universal account access. No real external authorization or delivery was tested for these guides. Never paste tokens, app passwords or calendar feed links into a public support message.

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