Integrations

Connected accounts and employee access

Understand the difference between a workspace connection and an AI employee's tool switch, and where the approval gate carries the risk decision.

A connected account and an employee's access to it are separate objects in the Yodu interface.

Workspace connection

The connection represents an account authorized for the workspace, such as a Gmail inbox, GitHub installation, Stripe account, or HubSpot portal.

It answers: which account has the workspace connected?

Employee access

Access is a per-employee switch on each connected capability.

It answers: which employees can see and use it?

Yodu employee access view showing per-employee tool switches

Why the separation matters

One Stripe account might be connected to the workspace. The finance employee keeps it enabled while the content and research employees have it disabled — they never see Stripe at all.

The switch decides visibility only. The employee permission mode determines how the approval gate handles external or irreversible actions. Start with Draft only or Ask first.

Access states

  • Enabled (default): the employee sees the tool and can use it, within the approval gate
  • Disabled: the tool is hidden entirely — omitted from the employee's runtime configuration; custom MCP servers are removed from that employee's private registry

There are no per-tool autonomy modes between these two switch states. Draft only, Ask first, Auto and Full autonomy are employee-level modes; configure and test those separately from connection visibility.

Workspace-wide access

Leave capabilities that every employee legitimately needs, such as a general research skill, enabled everywhere. Disable connected accounts per employee when the underlying data is sensitive or role-specific.

Disable or remove?

GoalAction
Stop one employee from using the accountDisable that employee's switch
Restore access laterFlip the switch back on
Replace expired authorizationReconnect the account
Remove the provider account from the companyRemove the connection after reviewing dependent employees

Review habit

Audit tool switches when:

  • an employee changes roles
  • a human member leaves
  • an account is replaced
  • the employee begins higher-risk work
  • a schedule is added
  • session allowances start being granted routinely in Approvals

The access screen should make the current toolset understandable without reading configuration files or exposing credentials. See Tool access per employee for the full model.

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