Onboard and Configure Features

While registering an integration, set the feature status to change the status of resources registered to the workspace. Workspace feature statuses include the following:

• • Off: The feature and its resources are not registered to the workspace.

  • Onboarding: The feature and its resources are registered to the workspace, but they are inactive.

  • Active: The feature and its resources are registered to the workspace and they are on and functioning.

  • Maintenance:  The feature and its resources are registered to the workspace. You can temporarily deactivate features and modify the statuses of individual resources in order to do troubleshooting.

To onboard and configure features, you need to set the feature to a status of onboarding and complete testing before setting it to active for the integration.

1. In the new workspace, go to the Integrations page.

2. In the Features section, select the Edit icon.

3. In the window that opens, you can set a status for each feature, select flow templates, and enter configuration values associated with that integration product.

• • • For each feature you want to onboard, select the Onboarding status from the dropdown list.

    • If the integration product has any flow templates, you can manage those here as well. Select the checkbox to register a copy of that flow template to your workspace.

    • If the flows in those features have configs, enter or edit the config values.

4. Select Save.

After you save changes, the integration product will automatically sync with your workspace’s instance of the integration.

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