25 Oct 2024 03:05 AM

Self-service workspace automation

You can allow users to connect data to their workspace on their own, without needing to log in to the workspace.

Clients can also disable integrations if needed. To set up the self-service page:

  1. Open the list of workspaces.
  2. Click "Invite to connect."
  3. If necessary, filter the list of integrations.
  4. Click "Save."
  5. Copy the link.

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  1. Share the link with the client.

Conduit will generate a web page accessible via the URL, where the client can connect their account without sharing their login credentials.

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The connections will appear in the "Connections" section and can be utilized in dashboards, AI, and workflows.

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