Manage connections

This documentation provides a walkthrough of the Connections section within the system. The Connections section allows users to view, manage, and configure various connections for data integration and management purposes. By accessing this section, users can gain visibility into the existing connections and perform necessary actions to modify or create new connections.

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In the Connections section, users can perform various actions to manage connections. These actions may include:

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1. View existing connection

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2. Creating New Connection

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Users can typically find an option to create new connections within the Connections section. By clicking on the "New Connection", users can configure a new connection by providing the necessary details, such as connection type, credentials, and integration settings.

3. Editing connections

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Users can select a specific connection from the list and choose the "Edit" option to modify the connection's settings. This allows users to update connection details as needed.

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4. Test connections

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Users can select a specific connection from the list and choose the "Test connection" option to check the connection's settings.

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5. Deleting connections

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If a connection is no longer required, users can select the connection and initiate the deletion process. This removes the connection from the system and any associated data

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6. Connection access type

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Please note that you can choose between two access types for your connection. Private connections are exclusive to the owner. For example, if you create a connection to your own Google account, you may not want to share it with your colleagues. Shared connections, on the other hand, can be used by other users in the company. For instance, if you create a connection to an Pipedrive, you might want to allow your colleagues to use that connection as well.

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