Getting Started

This guide helps end users and admins set up Collabute integrations correctly.

Step 1: Confirm your role

In most organizations:

• Admin / Owner can connect or disconnect org-level integrations.
• Member can use integrations only if allowed by org policy.

If you cannot connect an integration, ask your org admin to grant access.

Step 2: Open integration settings

1. Open Collabute desktop app. 2. Go to Settings > Integrations. 3. Select the integration you want to enable.

Step 3: Connect the provider account

1. Click Connect. 2. Complete the provider authorization flow. 3. Return to Collabute and verify status shows Connected.

Step 4: Set access scope for your team

Admins should configure who can use each integration:

• Member
• Admin
• Owner

Use least-privilege access by default, then expand if needed.

Step 5: Validate with a quick chat test

Use one simple prompt per integration:

• Vercel: "Show my latest production deployment status."
• Google: "What’s on my calendar today?"
• Linear: "Show my overdue Linear tasks."
• Slack: "Search Slack for updates about onboarding rollout."

Connection status meanings

• Connected: Integration is ready to use.
• Not connected: OAuth not completed or disconnected.
• Restricted: Your role is not allowed by org settings.

If setup fails

• Re-open the connect flow and complete it in the same session.
• Confirm your provider account has required workspace/project access.
• Ask admin to verify integration role settings.
• Check the troubleshooting page for provider-specific issues.

Notes for organizations

• Changes to role access can take a short time to propagate.
• Reconnecting may be required after provider token expiry or revocation.