For the complete documentation index, see llms.txt. This page is also available as Markdown.

Multiple and shared app connections

Connecting multiple accounts for one app

If you want to use an app integration with more than one account, you can easily add additional 'Connections' for that that app. You can either do this directly from the step dialog, or from the Manage apps screen.

From the step configuration dialog

  1. First, click the Run as button on top of the dialog

  2. Then click on the connection picker dropdown

  3. Finally, click Add another connection and sign in with the new credentials.

Your new connection is ready to be used!

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From Manage apps

From the Manage apps screen, just click Add another connection right next to the name of the respective app integration.

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Sharing connections with others

Customers of our Teams plan can use their Relay.app workspace with multiple users. Sharing connections with other team members is straightforward.

From the Manage apps screen:

  1. Click the overflow menu [...] for the connection you'd like to share

  2. Cclick Share

  3. In the dialog that comes up, specify who you want to share the connection with:

    • Either select specific members of your workspace, or

    • Check the box to share this connection with everyone in your workspace (current and future users)

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Other team members will now see the shared connection show up on their Manage apps screen, as well as in the connection picker (see here)

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Changing the connection for a step

If you want to change the app connection that's used for a trigger/step, click on Run as in the step dialog. The dropdown will show all your connections, as well as connections that are shared with you by team members.

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Changing the default connection for an app integration

To change the default connection that is used when creating new steps, go to Manage apps, click on the overflow menu [...] for the connection that you want to make the default and select Set as default.

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