Grant the least access the connected app needs for its intended work.
1. Open the app’s access
Go to Integrations → AI Connections, open the app’s menu, and choose Change Access.
2. Review read and write areas
Check the business and each supported area. Read access lets the app inspect permitted records; write access can prepare or perform only its supported changes.
3. Review optional permissions
Options for automatically saving eligible new records, proposal drafts, or routine edits are separate. Sending or marking documents as sent requires specific access and approval.
4. Confirm and verify
Complete the owner confirmation and check the saved access. Connection keys continue to require review; a past approval does not authorize every future action.