If you currently don’t have an organization or project, you’ll be prompted to create them on first login. Once that’s done, continue below to start using a connector.
Before linking an account, you need a Connector Profile. It holds the connector’s authentication and decides which actions and events your agent can use. You create it on the connector’s own page.
1
Open the connector
In the StackOne dashboard sidebar, open Connectors.
Search for the connector you want to use (e.g. Zendesk, Gmail, Salesforce) and select it.
The connector page shows a row of cards. Library lists every action and event the connector offers, and each of your profiles for this connector gets a card next to it.
Click Add Profile. This starts a Draft Profile.
Connector page: the Library card and the Add Profile card
2
Choose what your agent can access
The draft starts with every action selected. To start small, turn off the switch in the table header to clear the selection, then turn on a few read actions. If the connector supports events, turn them on in the Events tab and choose the webhook each one delivers to. See Scoping Connectors.The Auth Method filter shows which authentication type the draft is built for. A profile can only include actions its authentication type can run, so pick another method there if the actions you need are hidden.
Draft Profile: three read actions selected
Click Continue.
3
Set up authentication
The Create Profile panel opens.
Leave the Profile Name as the default value. It’s a label to tell your profiles apart in the dashboard.
If more than one option exists, choose the Authentication Type you want to use. The link next to it opens that method’s setup guide.
Fill in any credential fields the connector needs, such as a Client ID and Client Secret or an API key. If you’re using your own OAuth app, copy the Callback URL into its settings with the provider.
Leave Update strategy at its default. It controls which connector versions the profile moves to. See Connector Versioning.
A profile’s Authentication Type can’t be changed once the profile exists. To use another type later, create another profile for the same connector.
Some connectors need extra configuration on the provider side. Check the Connector Guides and follow the relevant Connector Profile guide.
Create Profile panel for an OAuth connector
Click Create Profile. The profile appears as a card on the connector page.
If you’re a Project Admin or Organization Admin, the profile is ready to link an account. If you’re a Project Member, it’s created with account linking disabled, and a Project Admin or Organization Admin has to enable account linking first.
At the top of the connector page, click Link Account. It becomes available once the connector has a profile. This opens the Link an Account popup.
2
Select Method 2 - Authenticate Now
Link an Account popup: Method 2 - Authenticate Now
3
Enter Owner Details
These fields identify which of your customers the account belongs to. See Multi-Tenant Accounts for how they tie accounts to your clients.For this walkthrough, leave the default values and click Next.
4
Confirm Integration Hub Preferences
Confirm the Connector Profile you configured earlier is selected, then click Next.
Depending on the Connector there may be additional fields to complete and/or additional configuration on the provider system. Click Connection Guide in the top right for more details if needed.
5
Connect and authenticate
Click Connect. You may need to complete authentication with the provider (e.g. via OAuth). A new window will pop up prompting you to sign in as needed.Once authorization is complete, your Account will now be linked in StackOne.
