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A connection is an app your workers can use: a CRM you signed in to, an API you pasted a key for, a tool server at a URL. Every connection is placed: with the whole company, one worker, one client, or one worker for one client. Placement is the whole of who may use it. The Connections page lists them by category, with a status and an Actions menu (Open, Rename, Reconnect, Remove) on each.

Connecting a tool

Sign in, paste a key, or give a server’s address.

Placement

Company, worker, client, or worker for one client.

Keys and tools

What a key connection is, and what a worker does with it.

Custom tools

A tool server by URL, or any API by its base URL.

Credential safety

Why your worker never holds a password.