Integration - Users

You can link integration users with Board users directly from the integration – not just from the individual user. Additionally, the system suggests automatic matches based on IDs, names, aliases, and emails.

How to set up Users: 

1. Go to Settings
2. Click on the Integrations
3. Select the integration you want to connect with your users
4. Click on Users,  here you can see the suggested matches 
5. Click on '+' to add the user, you can also click on Connect user icon under Options and search for the user you want to connect with
6. If you want to remove the connection of the user, simply click on the trash can. You can also click on Connect user and remove the access from the individual user. 

If you want to use features like filtering by agent/user level and user-specific boards, or you have several integrations with data from users to want to display in a table, you must link each user to the integration.

Please note that as a manager, you must have access to the integration in order to link the user in Board with the integration user. Click here to learn more.