1. What Does This Page Cover?

3. Navigation Guide to Connections

4. Manage Connections

1. View connection details page
2. Edit a connection
3. Switch Authorization of a Connection
   
4. Revoke Authorization
5. Disable a connection
6. Enable a connection
7. View connection references
8. Delete a connection
9. Enable or disable connection access to an application
10. Use different authorizations for different environments
11. View and manage authorizations of logged-in user connections
    

4.1 View Connection Details Page

1. Navigate to Microservices and click on the required connection card under Connections, as shown below.
   

1. The display name provided by the user for the connection.
2. Link Name: A unique name generated for the connection in the backend. This can be used in Deluge integration tasks and invoke URL scripts to establish authorization.
3. List of applications that use the connection.
4. Permission: The scopes that were selected by the user while creating the connection.
5. Authorization Owner: Represents whether the connection can be authorized only by admin (Admin connection) or by any user (Logged-in user connection)
6. Authorization: Specifies if the same authorization is used across all three environments or different authorizations are used for each environment.
7. Authorized Account: The display name of the connected account if the connection is authorized. 
   

Note:  For the applications that have enabled environments, the authorized account names in all three environments will be listed. If a connection is a logged-in user connection, a link will be available to View all Authorizations to the connection.

1. Connection access: Enable or disable the connection's access to a specific application or view its references to find the accurate places where the connection is used in an application.
2. Others: Information such as Created by, Created on, Last modified by, and Last modified on.

4.2. Edit a Connection

1. Navigate to Microservices and hover over the connection card that you want to edit.
   
2. Click the horizontal ellipsis (three dots) icon at the top-right corner of the card, then click Edit Connection.
   
3. Provide the information you want to update, then click Update. 

Note: If you have modified the permissions while editing the connection, you'll be prompted to authorize the connection as your existing authorization becomes invalid.

Alternatively, You can also edit the connection by clicking Edit in the horizontal ellipsis from the Connection Details Page.

Note: 

1. All the fields except Authorization credentials are editable.
   
2. You can edit the connection name by clicking on the Rename icon placed near the connection display name at the top-left corner.

4.3. Switch Authorization of a Connection

Info: This section is applicable only to admin and system connections. Click here to learn about switching a logged-in user connection.

Switching a connection involves the process of granting a new authorization to the connection. It is also necessary in cases such as: 

1. Expiration of the authorization credentials linked to the connection
   
2. Invalidation or deletion of the auth token from the third-party service

Note: 

1. Switching the authorization of the system connection can only be done by super admins.
   
2. Admin connection authorization can be switched by all admins.
   
3. When a connection authorization is switched, all the applications that utilize it will henceforth use the new authorization.

To switch authorization:

1. Navigate to Microservices. All the connections available in your account will be listed under the Connections section.
   
2. Hover over the connection card that you want to switch, click the horizontal ellipsis (three dots) icon at the top-right corner of the card, and then click Switch.
   
3. Choose from the Authorized Account dropdown if you want to reuse an already saved account, or click Link New Account to authorize the connection with different account credentials.
   
   
   
4. Provide the authorization details in the popup and click Authorize.

Alternatively, you can reauthorize the connection by clicking Switch next to Authorized Account from the Connection Details page of the desired connection. Provide the account name and perform the subsequent steps (this depends on the authorization mechanism of the desired service) to authorize. Following this, the existing authorization will cease to be effective, and the new authorization will take effect.

4.4. Revoke Authorization

Info: This section is applicable only to admin and system connections. Click here to learn about revoking authorization in logged in user connection..

Note: 

1. Revoking the authorization of the system connection can only be done by super admins.
   
2. Admin connection authorization can be revoked by all admins.
   
3. Revoking a connection authorization of connection will not affect other connections using the same authorization.
   

When a connection authorization is revoked, the permissions and access to the third party service gets removed and the components using that connection authorization will not function as intended. To revoke a connection authorization,navigate to the Connection Details Page of the desired connection and click revoke icon () as shown below.

For the connections which use different authorization for different environments, click on the revoke icon () near the desired environment to revoke in the connection details page as shown below.

4.5. Disable a Connection

1. Navigate to Microservices. All the connections available in your account will be listed under the Connections section.
   
2. Hover over the connection card that you want to disable.
   
3. Click the horizontal ellipsis (three dots) icon at the top-right corner of the card, then click Disable.
   

Note:

1. If the connection is not used in any of your applications, it will be disabled immediately once you click Disable. Otherwise, a popup with details of all the places where you have used the connection will be displayed before you Proceed to Disable the connection.
   
2. If multiple datasources are linked to a connection, it is necessary to disable all the datasources associated with that connection before disabling it.

4.6. Enable a Connection

1. Navigate to Microservices. All the connections available in your account will be listed under the Connections section.
   
2. Hover over the greyed-out connection card that you want to enable.
   
3. Click the horizontal ellipsis (three dots) icon at the top-right corner of the card, then click Enable.
   

4.7. View Connection References

1. Navigate to Microservices. All the connections available in your account will be listed under the Connections section.
   
2. Hover over the desired connection card.
   
3. Click the horizontal ellipsis (three dots) icon at the top-right corner of the card, then click References.
   

4.8. Delete a Connection

1. Navigate to Microservices. All the connections available in your account will be listed under the Connections section.
   
2. Hover over the connection card that you want to delete.
   
3. Click the horizontal ellipsis (three dots) icon at the top-right corner of the card, then click Delete.
   
4. If the connection is not used in any of your applications, it will be deleted immediately once you click Delete in the confirmation popup that appears. 
   
   
5. Otherwise, a popup with details of all the places where you have used the connection will be displayed. You need to delete all the mentioned usage in order to Proceed to Delete the connection.
   
   

4.9. Enable or Disable Connection Access to an Application

Note: This section is applicable to all types of connections: system connections, admin connections and logged-in user connections.

4.10. Use Different Authorizations for Different Environments

1. Navigate to the connection details page by clicking the connection card and click Authorize.
   
   
2. Select the Authorized Account from the dropdown and click Reuse.
   
3. In order to authorize a connection with a different credential, click Link New Account. Enter the Name of Authorization Account and select the environment where the authorization needs to be mandated. Click Authorize.
   

4.11. Manage Authorizations of Logged-in User Connections

1. View all authorizations
2. Switch authorization
   
3. Revoke authorization 
4. Mark an account as primary
   

1. Navigate to the connection details page by clicking the connection card and click View all Authorizations.
   

You can view all the authorizations listed with the details of user name, authorization date, user email and user type as shown. You can search for a specific user using the search bar or filter the users list based on user type and environment.

4.11.2. Switch Authorization

Note: Admins and super admins can only switch their own authorizations for the connection from the View all Authorizations page.

Switching a connection involves the process of granting a new authorization to the connection. It is also necessary in cases such as:

1. Expiration of the authorization credentials linked to the connection
   
2. Invalidation or deletion of the auth token from the third-party service

Note: When a connection authorization is switched, all the applications that utilize it will henceforth use the new authorization.

To switch authorization:

1. Navigate to View all Authorizations page and hover over your authorization.
   
2. Click the horizontal ellipsis and click Switch. You will be prompted to switch the authorization of a connection.
   
   
3. Choose from the Authorized Account dropdown whether you want to reuse an already saved account. Alternatively, click the Link New Account to authorize the connection with different account credentials.
   
   
4. Provide the authorization details in the popup and click Authorize.
   

4.11.3. Revoke Authorization

When a connection authorization is revoked, the permissions and access to the third-party service gets removed and the components using that connection authorization will not function as intended.

Note: 

1. Admins and super admins can only revoke their own authorizations for the connection from the View all Authorizations page.
   
2. Revoking a connection authorization of connection will not affect other connections or environments using the same authorization.
   
3. Before revoking a primary account, it is recommended to designate another account as the primary. This step is essential to maintain uninterrupted application's functionality, as unlinking the primary account may result in the disconnection of linked datasources and schedulers.

To revoke authorization:

1. Navigate to the View all Authorizations page and hover over your authorization.
   
2. Click the horizontal ellipsis and click Revoke.
   
   

Note:  Only admins and super admin can switch the primary account status to another admin's account.

1. Navigate to the View all Authorizations page and hover over another admin's authorization that you want to mark as primary.
2. Click the horizontal ellipsis and click Mark as Primary.
   
   
3. Select Proceed in the confirmation pop-up that appears.
   

The account will be marked as primary, as shown.

5. Points to Note

1. Connections can only be created by super admin, admins and developers.
2. System connections can only be authorized by the super admin.
3. Logged-in user connections can only be created in C6.
4. For creating datasources and schedulers using logged-in user connections, the primary account is mandatory to channelize integrated services through a single account.
5. Only the connection with the same authorization for all environments can be used for creating datasource.
   

6. Related links

1. Understand Connections
2. Create and Authorize Connection
3. Connection in Live and Edit Mode