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Step 4: Resources

Step 4 asks which systems may this Force use? Systems are connected accounts such as email, CRM or file storage. "No systems" is a valid starting point.

Screenshot to add: Step 4 of 9 listing connected systems with Org-wide, Connected and Not connected tags.

How connections work

  • The Force uses its owner's own connections, plus any connections teammates have explicitly lent.
  • Every row shows whose connection it is.
  • A lender can withdraw a connection at any time. The Force stops using it then.
  • The Force always runs as its owner.

What you will do

  1. Review the connected systems

    The panel lists connected systems two rows at a time. Rows are tagged Org-wide, Connected or Not connected, and shared and personal connections are grouped separately. Click Browse all to see the full list.

  2. Connect a missing system

    Connecting or disconnecting an account is done outside the wizard, under Settings → Connectors. Use the link in the panel, connect the account, then come back.

    Screenshot to add: Settings → Connectors where an account is connected.

  3. Ask a teammate to lend a connection (admins)

    Use Ask a teammate to request that a teammate lend one of their connections to the Force. The row shows its state, for example Lending, once they agree.

  4. Continue

    Click Team guardrails, or Skip for now.

Next: Step 5: Guardrails.