Managing Connections

Every connection belongs to one brand. From Connectors you can filter connections by brand, move a connection with Move to brand, choose which actions it exposes to agents, and reconnect it when its status changes.

See a brand's connections

Open Connectors.
Filter the connections table by brand.
Check each row's status (Active, Expired or Reconnect required) and access badge (Read Only or Read & Write).

Add a connection to a brand

Click Connect on the platform.
Choose Read Only or Read + Write in Permissions if the platform offers it.
Sign in to the platform, select the accounts and assign them to the brand.

Move a connection

Use Move to brand on the connection and pick the new brand. You don't need to disconnect and reconnect.

Choose the actions agents can run

Owners, administrators and operators click the MCP/CLI actions button on a connection (tooltip: Configure actions for this account).

Switch between the All, Read only, Write and Destructive tabs, then select actions and click Confirm.
Destructive actions are off by default.
On a Read Only connection, write actions are locked with the hint "Reconnect with Read & Write to enable".
Disabled actions are hidden from agents and blocked if called.

Give a User member access

Members with the User role only see accounts they are granted. An owner or administrator grants them on Manage Account Access. See Roles and Permissions.

Remove a connection

Remove connections a client no longer needs, so agents can no longer query those accounts.

Related: Connectors, Managing Brands.