Connector Access · Team access to business systems. Give teams access to business systems through AI agents.
Share connector profiles and connected accounts with users and groups, and define which actions are available.
- Connector profile · SAP S/4HANA Supplier lookup Procurement · Connects their own account
Priya ShahProcurementClaude
- List Suppliers
- Get Supplier
- Connector profile · SAP S/4HANA Supplier maintenance Supplier Admins · Connects their own account
Taylor BrooksSupplier AdminsCopilot
- List Suppliers
- Get Supplier
- Update Supplier
- Connected account · NetSuite Finance Finance · Uses the team's shared connectionShared connection
Lena OrtizFinanceChatGPT
- List Vendor Bills
- Get Vendor Bill
Connector access by department. Give each department the systems it works in.
Share connectors with each team and choose the actions its agents can use. Actions you leave out stay off.
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HRAlex Morgan · People OperationsActions in Alex's agent-
Search Workers in Workday Read
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Get Worker in Workday Read
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List Employees in BambooHR Read
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Update Time Off Request in Workday Write
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Update Time Off Balancein BambooHR, left out of the profile Off
Each person connects their own account
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FinanceLena Ortiz · FinanceActions in Lena's agent-
List Vendor Bills in NetSuite Read
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Get Vendor Bill in NetSuite Read
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List Invoices in Xero Read
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Get Invoice in Xero Read
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Create Vendor Paymentin NetSuite, left out of the profile Off
Uses the team's shared service account
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ITNoah Patel · IT SupportActions in Noah's agent-
List Users in Okta Read
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Get User in Okta Read
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Get Computers in Jamf Pro Read
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Get Mobile Devices in Jamf Pro Read
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Erase Mobile Devicein Jamf Pro, left out of the profile Off
Each person connects their own account
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SalesJordan Blake · SalesActions in Jordan's agent-
Search Opportunities in Salesforce Read
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Update Opportunity in Salesforce Write
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List Deals in HubSpot Read
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Update Deal in HubSpot Write
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Delete Opportunityin Salesforce, left out of the profile Off
Each person connects their own account
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Connector profiles and action scoping. Give each team the actions it needs.
Pick the actions in a profile, then share it with teams or individual users.
Jamf Pro
- Get Computers
- Get Computer
- Get Mobile Devices
- Update Mobile Device
- Delete Computer
- Erase Mobile Device
Connector access case study. Access per connector and per account, from the first day.
Healthcare - Day 1
- First connector profile, first linked account and first live agent query, on the day they signed.
- 9 systems
- Connected inside two weeks, from identity and device management to procurement and finance.
- 2 connectors
- Built by StackOne during onboarding: Procurify and Microsoft Intune.
Shared connected accounts. Share a connected account with the people who need it.
Connect a service account once, then share it with the users and groups who need it. Nobody has to connect their own login.
- Member
Runs the actions the account allows, through their agent.
- Admin
Can also manage the account.
Workday · Connected account
| User or group | Account role |
|---|---|
| People OperationsGroup | Member |
| Alex MorganIndividual | Admin |
Permission Policies for AI agents. Control what agents can read or change.
Apply policies to users and groups to restrict actions and mask sensitive data.
Explore Permission PoliciesProject boundaries and data residency. Separate teams and customers with projects.
Each project holds its own connected accounts, credentials and members, and runs in the region you choose.
Explore Deployment- EU Operations
IrelandAWS
- Connected accounts
- Members
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Alex Morgan
Lena Ortiz
Noah Patel
- API keys and logs
- This project only
- US Sales
Northern VirginiaAWS
- Connected accounts
- Members
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Jordan Blake
Maya Chen
- API keys and logs
- This project only
- Procurement
BelgiumGoogle Cloud
- Connected accounts
- Members
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Priya Shah
Taylor Brooks
- API keys and logs
- This project only
FAQ. Questions about connector access
Set up access for your teams.
Talk through the systems your teams need and how to share them.