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On this page
  • Connecting multiple accounts for one app
  • Sharing Connections with others
  • Changing the Connection for a step
  • Changing the default Connection for an app integration

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  1. Workspace

(Sharing) App Accounts

Last updated 7 months ago

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Connecting multiple accounts for one app

If you want to use an app integration with more than one account, you can easily add additional 'Connections' for that that app. You can either do this directly from the Step dialog, or from the screen.

From the Step configuration dialog

  1. First, click the Run as button on top of the dialog

  2. Then click on the connection picker dropdown

  3. Finally, click Add another connection and sign in with the new credentials.

Your new connection is ready to be used!

From the Manage Apps screen

Sharing Connections with others

  1. Click the overflow menu [...] for the Connection you'd like to share

  2. Then, click Share

  3. In the dialog that comes up, specify who you want to share the connection with.

    • Either select specific members of your workspace,

    • Or check the box to share this connection with everyone in your workspace (current and future users)

Changing the Connection for a step

If you want to change the app Connection that's used for a Trigger/Step, click on Run as in the Step dialog. The dropdown will show all your connections, as well as Connections that are shared with you by team members.

Changing the default Connection for an app integration

From the screen, just click Add another connection right next to the name of the respective app integration.

Customers of our can use their Relay.app workspace with multiple users. Sharing Connections with other team members is straightforward.

From the screen:

Other team members will now see the shared connection show up on their Manage Apps screen, as well as in the Connection picker (see )

To change the default Connection that is used when creating new steps, go to , click on the overflow menu [...] for the connection that you want to make the default and select Set as default.

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