Client Integrations — Bulk & Line Actions

This page covers the actions on the main Client Integrations table.

Role lozenges show the normal access level for each action. Tenant/client scoping and record state can still hide an action in some cases.

Line actions

• Edit Owner: opens the integration so you can update credentials, sync settings, and push-back options.

Bulk actions

• Delete Owner: deletes the selected client integrations. Before deleting, consider disabling the integration instead if you want to keep the history clear while stopping new syncs.

Buttons

• Create Owner: opens a new client integration form. It is shown to users who are allowed to create client integrations.
• Client Integrations Help Owner: opens the help guide for client integrations.