Removing access
How you or your client can end a connection, what removal does with each provider, and what you're told.
Either side can end a connection at any time, without asking the other. A connection covers one provider, so removing Google ends every Google service for that client, such as Sheets and Gmail together.
| Who | Where | What they press |
|---|---|---|
| Your client | Their page | Remove access |
| Your team | The client, in the dashboard | Disconnect Google (one per provider) |
| Your team | The client, under Remove client | Remove, which ends every connection |
| Your client | The provider's own settings | Remove app. This happens outside Operate As: we find out at the next renewal and treat it as expired access |
What removal does, by provider
| Provider | What removal does |
|---|---|
| Google, HubSpot, Slack, Dropbox, Asana | Cancels the access at the provider, and deletes our copy |
| Other sign-in providers, such as Microsoft, Notion and Airtable | Deletes our copy. Access through Operate As ends at once, and the provider's access lapses once nothing renews it. The client can also remove the app in the provider's settings |
| Services connected with a key | Deletes our copy of the key. The key still exists in the service, so ask the client to delete it there |
If a provider can't be reached when we try to cancel, we still delete our copy. Either way, access through Operate As ends at once.
After removal
| After removal | |
|---|---|
| Your workflows | Calls for that provider answer 409 until the client connects again |
| The service | Shows Waiting again |
| The client | Can reconnect any time from their page, with their passkey |
Removing a client
Open the client and press Remove under Remove client. In one go it:
- Cancels every connection with its provider, where the provider allows it.
- Deletes every connection and the client.
- Stops their link working.
It can't be undone. To work with them again, add them as a new client and send the new link.
What you're told
| Who removed it | Dashboard | Team email | Webhook |
|---|---|---|---|
| Your client, on their page | "Miller Dental removed Google from their page" | Yes | connection.removed |
| Your team, in the dashboard | Yes | No, you already know | connection.removed |
| Your client, in the provider's settings | Found at the next renewal or daily check, then treated as expired access | Yes | connection.expired |
See Notifications and Webhooks.