Integration Permissions

What this guide covers

This guide explains which user roles can manage integrations and how API key permissions control what data is accessible through the API.

Integration access by role

Action	Owner	Admin	Dispatcher	Technician
Connect an integration	Yes	Yes	No	No
Configure integration settings	Yes	Yes	No	No
Disconnect an integration	Yes	Yes	No	No
View sync log	Yes	Yes	Yes	No
Trigger manual sync	Yes	Yes	No	No
Generate API keys	Yes	No	No	No
Set up webhooks	Yes	Yes	No	No
Connect personal calendar	Yes	Yes	Yes	Yes

Screenshot: The integrations page as seen by a Dispatcher, showing sync log access but without Connect or Settings buttons.

API key permissions

Each API key has granular permissions per entity:

• Read -- can retrieve data via GET requests.
• Write -- can create and update data via POST and PATCH.
• Read + Write -- full access to the entity.

Set the minimum permissions needed for each integration.

Tip: Create a separate API key for each integration rather than sharing one key across multiple systems. This makes it easier to revoke access for a single integration without disrupting others.

Note: Only the workspace Owner can generate and manage API keys. Admins can manage integrations but cannot create API keys.

Related articles

• API Access and Webhooks
• Connect QuickBooks Online
• Role-Based Access Control