Create a new service user

• Go to the service users tab in your settings

• Click the orange button showing “New Service User”

• Fill in the fields for the service user name and its display name, for example

  • Service User name: “Integration Service User”
  • Display Name: “Integration Service User”

• A pop up showing the service user’s ID and token should show up. Make a note of these values!

  

Create a new user group and add the service user to it

• Go to the Roles & Permissions tab in your settings

• Click the “Add permission group” tile at the top left

• In the form that appears fill in the following values:

  

  1. The name of the group. You can choose whatever you want here or simply name it “Integration Service Users Group”

  2. Select who’s in the group:

     • Choose “Select people by condition” and press edit. A new form will open.
     • Remove the default condition if any were added.
     • Under “Add specific employees”, select your created service user.

     

Press “Apply” to confirm the permission group creation. A new window will open where you have to configure the correct permissions.

Configure the permissions:

Return to the connection flow and enable the required permissions. Below is a list of all required permissions and the reason they are required for your integration.

Note: You might not have to enable all the permissions listed below. The connection flow will list the required permissions for your integration. We only sync information that is required for your use-case. Some permission allow us to read more than these fields, so we will discard all information that is not required.