Customizing the Connect Portal
Control your end-user integration experience by customizing Connect Portal.
To edit the Connect Portal for an integration, click on Customize Connect Portal in the Integration Overview page to open the Connect Portal Editor.
In the Connect Portal Editor, you can customize different aspects of your Connect Portal:
- Configuration: Edit the appearance of the integration's workflows and workflow settings under the Configuration tab
There are two options you can edit in the Overview tab:
- Short description: a one-line description of your integration that appears at the top of the Connect Portal.
- Overview: a long-form description of your integration. This description is the first thing your users see when opening the Connect Portal, so this is the best place to describe and showcase your integration's benefits in detail to your users.
Under the Settings section of the Configuration tab, you'll be able to create user-facing settings that allow your users to configure parameters of their workflows from the Connect Portal.
Some example use cases of User Settings include:
- Slack: choosing which channel that messages should be sent in
- Salesforce: choosing a custom opportunity stage that new opportunities created in
- Hubspot: choosing a custom lead status that new leads should be created with
- Jira: choosing which Jira user that new issues should be assigned to
Learn more about adding and configuring User Settings below:
Under the Workflows section of the Configuration tab, you'll see a list of all Workflows for that integration. This list will be displayed in the Connect Portal after your user connects an account to the integration.
If you are not seeing a workflow that you expect to see in the Connect Portal, verify that the workflow is deployed. Undeployed workflows will not appear to Connected Users.
You can drag and drop Workflows to change the order in which they appear to your users in the Connect Portal.
By clicking on a workflow row, you can edit the display options for that specific workflow:
This is the user-facing name and description of the workflows as it appears in your Connect Portal. You should give your workflow a descriptive name and explain the functionality that it provides in the description to make it easy for your users to decide which workflows they want to activate.
Workflow-level User Settings can be added to allow customization that is specific to a particular workflow (as opposed to User Settings that apply to multiple workflows across the integration).
Your user's selection for workflow-level User Settings will only be available to the workflow they are created for, as values available in the Variable Menu.
Learn more about adding and configuring User Settings below:
If turned on, the workflow will appear as enabled by default once a user connects their account to the integration.
This setting is unavailable for workflows that have required workflow-level User Settings.
Turning on this option will not affect the workflow's status for existing users. For example, if the workflow is disabled for an existing user prior to turning on this option, it will remain disabled after turning on this option.
If turned on, the workflow will be hidden from all users from the Connect Portal.
The workflow can still be enabled by default (using the "Default to enabled" option described above) or enabled with a request to the Users API.
You can optionally turn off the Paragon-branded footer in your Connect Portal.
Whitelabeling the Connect Portal, which allows you to remove Paragon branding, is available on our Pro plan and above. Please contact us to enable this option on your account.
