Roles and permissions (Connect)


This page explains how roles and permissions work for Conclude Connect. Permissions are managed in Admin console → Roles & permissions, under the Connect section. To see how roles and permissions work for Conclude Apps, visit this page.

Connect permissions determine which users in your workspace can create internal channel connections, start cross-platform chats, and set up external connections with other organizations.

Access levels by plan

There are three access levels for Connect permissions. The access levels you can use depend on your plan.

Access level

What it means

Available on

Admins only

Only account administrators can create connections.

Starter, Pro, Enterprise

Everyone

All active users in the workspace can create connections.

Pro, Enterprise

Admins + specific users

Admins and individually selected users can create connections.

Enterprise only

ℹ️ Restricted options: some access level options in the Roles & permissions tab may appear grayed out. This means your plan does not include access. Hover over an option to see a tooltip showing which plan is required.

Starter plan

On Starter, the only available access level is Admins only. This means only the account owner and account admins can create connections. The Everyone and Admins + specific users options are not available.

Pro plan

On Pro, you can choose between Admins only and Everyone. This lets you either keep connection management with admins or open it up to all active users in the workspace. Admins + specific users is not available on Pro.

Enterprise plan

Enterprise includes all three access levels. In addition to Admins only and Everyone, you can use Admins + specific users to delegate connection management to specific individuals without granting them full admin rights.

See our Pricing page for information about plans, and the Billing section (located in the Admin console) for more information about your plan.

Connect permissions

Permission

What it allows

Connect channels

Connect channels between your own workspaces (internal connections between Slack and Teams)

Create chats

Create direct chats between users across your connected workspaces

Connect external channels

Connect channels with users from other organizations (cross-company, external connections)

Access levels

Each permission can be set to one of three access levels:

Access level

Who gets access

Use when

Admins

Account administrators only

You want full control over who creates connections – suggested for larger or more security-conscious teams

Admins + specific users

Admins and individually chosen users

You want to delegate connection management to specific people without granting them full admin rights

Everyone

All active users in the workspace

Anyone in your workspace can create connections

How to change a permission

  1. Go to Admin console → Roles & permissions
  2. Under Connect, click Manage next to the permission you want to update
  3. Select the desired access level: Admins, Admins + specific users, or Everyone
  4. If using Admins + specific users, search for and add the individual users
  5. Click Save changes

 

ℹ️ Note on Connect for external channels: the Connect for external channels permission controls who can initiate connections with other organizations. Even if set to Everyone, the external organization must still accept the invite to connect with your organization before it becomes active.

Connect. Collaborate. Conclude