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What permissions do I need to connect my systems?
What permissions do I need to connect my systems?

Each system requires different permissions, see below for details.

Updated over 4 months ago

Within Windmill, only Admins are allowed to create or manage Connections.

In order to connect your systems to Windmill, you will need the following permissions:

HRIS

  • Bamboo - You need a Bamboo Administrator role

  • ADP - You need an HR Admin or Super User

  • Paylocity - You need a Company administrator

  • Gusto - You need a Full Access administrator role

  • Justworks - You need an Admin role

Support

  • Front - You need a Company administrator

  • Zendesk - You need an administrator or an Account Owner role

CRM

  • Salesforce - You need an administrator role and your Salesforce Instance URL

  • Hubspot - You need an Admin role and you Hubspot Instance URL

Project Management

  • Jira - No explicit permission is required, just need a Jira account

  • Linear - You need an administrator role

  • Asana - You need an administrator role

  • Github - You need an owner or manager role

Meetings and Communications

  • Google - Must be a Google workspace Admin

  • Zoom - You need to be the Zoom account owner

  • Slack - All Roles can connect Slack. Once Slack is connected, you need permission to install Slack applications.

  • Roam - You need an administrator role

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