The Connection Properties page gives you a complete overview of a connection — its status, the systems involved, authentication details, and the people who have access to it.
How to Access
- Go to the Connections tab.
- Click the Action Menu.
- Select Connection Properties.
What You’ll Find Here
Connection Header
At the top of the page you'll see the connection name, creation date, current status (for example, Active), your role on the connection, and a summary of how many owners are part of it.
You can also add or edit the connection description directly from this header using the Edit Description link.
The three-dot action menu in the top right corner gives you access to connection-level actions, including deactivating or permanently removing the connection.
Systems Connected
This section shows both sides of the connection side by side — Side A on the left and Side B on the right. For each system you can see:
- The system name and logo
- The system URL
- The authentication method in use (for example, Personal Access Token, Username + Password)
- Sync Panel extension — a toggle to enable the Sync Panel for that system, which gives users quick access to view sync status and run manual sync actions directly from their browser. When enabled, you can also specify Allowed email domains to control who can use the panel (one domain per line, or comma-separated; leave empty to allow all).
Users and Roles
This section lists everyone who has access to the connection, along with their role and available actions. From here you can:
- See all connection Co-Owners
- Identify the connection Initiator — the owner who originally created the connection
- See Invite pending status for users who haven't yet accepted their invitation
- Resend or Cancel a pending invitation
- Remove a Co-Owner
- Leave the Connection (available to the currently logged-in user)
- Add a new user via the + Add User button in the top right of this section
