Open Settings → Integrations and review each card’s status. Use Connect or Manage for available services; Coming soon does not mean a service is ready to use.
Before you begin
Distinguish a working connection from test mode or a planned feature. You need the relevant administrator permission. Available controls depend on your role and organization settings.
Step by step
- Open Settings → Integrations and find the service you want.
- Read its description, status, and any setup requirements.
- Choose Connect or Manage when available and complete the authorized service’s setup flow.
- Return to CrewSteps and confirm the connection status. Save any provider-specific settings.
- If a connection needs attention, review the displayed error and account permissions before reconnecting.
Common questions and troubleshooting
- Test mode is different from a live connection. Do not assume real notifications or account provisioning occur in test mode.
- Some services require platform configuration as well as organization settings. Ask support if the required control is unavailable.
- Connected Google Workspace email accounts do not replace CrewSteps phone sign-in.
Open in CrewSteps Sign-in and appropriate access may be required.
Still stuck?
Ask your administrator about company requirements. For product help, see your support options. Include the page and error message, with personal details removed.