What it’s for
Each connector has its own access level for each person. Together with the person’s role, the level decides whether they can read that connector’s data, and whether they can manage it.
Before you start
An Admin, or a Data Admin on the connector, can change access. The four levels:
| Access level | Read data | Manage access and the connection |
|---|---|---|
| No Data Access | No | No |
| Integration Access | No (setup only) | Set up and manage the connection |
| All Data Access | Yes | No |
| Data Admin | Yes | Yes |
Steps
Set one person’s access
- Go to Settings, open the Users tab and select the person.
- Open the Connectors tab. It lists each connector with the person’s permission.
- Choose a permission for each connector.
Set access on a connector
- Open the connector from Data Management.
- Open the User Access tab. It lists each person with their email and permission.
- Choose a permission for one person, or select several people and set it at once.
- Choose Field Access to set which fields a person can see.
Copy access for new SSO users (user mirror)
For people who sign in through SSO, the Reconciler gives each new user the same permissions as a template user you pick.
- Go to Settings and open the SSO tab.
- Under Reconciler, turn on Enable reconciler.
- Choose the Template user.
- Choose Save.
History lists each new user it applied to, the template user and whether it worked. See Single sign-on (SSO).
Check and fix
The person’s new permission shows on their Connectors tab and on the connector’s User Access tab.
| Problem | Fix |
|---|---|
| A person without access opens a page that needs it. | The page shows a message that explains their access level. Change their level if they need the data. |
| No users are listed on a connector. | The User Access tab reads No users have access to this connector. Add people from it. |
| You cannot change a permission. | You need the Admin role, or Data Admin on that connector. |