Adding Integration Permissions to Teams
Learn how to assign integration permissions to teams in order to streamline access and collaboration within your organization.
Last published on: April 23, 2026
Video: Adding Integration Permissions to Teams
Video Transcript
Integrations can be added for the firm as well. So in this example we have a red tail integration.
0:08 Once we add the credentials over here on the far right hand corner this is the most important step is to edit
0:16 permissions. Once the integration has been added it is important to make sure that that integration is actually turned
0:25 on for the teams. So until this is turned on, the team will not have access to the integration. So once the
0:33 integration is added, the next step is to come to edit permissions and turn on the permission for the teams that you want access to that integration.
0:43 One thing to note, if you are an advisor building this out, going to your integrations, when you add an integration,
0:54 and this is your own individual integration before the integration will show up, it also needs to be turned on for your group. An advisor can turn that on for their group individually.
⚠️ Important Note
If you are part of a team or using a shared permissions account, after you activate an integration, you will need to make sure each member or team has access to the integrations they need. To edit the permissions: Click the three-dot icon, select Edit Permissions, and enable access for each integration.
➡️ Teams Functionality
Teams functionality is included exclusively with Enterprise-level accounts. If your current plan doesn’t include Enterprise features, contact our support team to explore upgrade options.