Use this article to assign an integration setup task to an IT admin. After the assignment, the IT admin can complete the integration connection.
Before You Begin
- You must have access to Agents Hub > Integrations.
- The person assigned must be the correct IT owner for the integration.
- Some integrations require approval from an external system admin.
- This feature is available in the Perform and Total Platform pricing packages.
Note: To ensure the highest level of security, 15Five is continually investing in our overall information security program, resources, and expertise. To review 15Five's security documents, and how we handle your company data, see our Trust Website.
Steps
- Go to Agents Hub > Integrations.
- Find the integration you want assigned.
- Click Assign on the integration card.
- Select an admin or add a new IT admin from the drop-down list.
- Click Save and notify.
Confirmation: The integration card shows the assigned IT admin.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| The Assign button does not appear | Confirm your access to Agents Hub > Integrations | Ask a company admin to assign the integration |
| The IT admin is not listed | Confirm the person has a 15Five user account or check if the user has IT admin permission | Add the user to 15Five or assign the user with an IT admin permission |
| The wrong person was assigned | Review the name on the integration card | Remove the assignment by clicking the "Unassign" button from the Pending section |
| The IT admin is not completing the integration setup | Confirm if the assigned user hasn't completed the setup in the Pending section. | Nudge the assign user by clicking the bell button |
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