This guide explains how to add a third-party integration to a Cmd project. 

Prerequisites

 

Adding a new integration to a project

  1. In the top-right corner, click the current project's name to open the drop-down menu.

  2. Select Project & app settings.

  3. On the left-hand menu, under 'Project settings', select Integrations preferences.

  4. Select the integration you'd like to configure.

  5. In the top-right corner, click Add integration.

  6. Fill out the required information.
    Note: For more detail, see the setup guides for particular integrations.

  7. If the option exists, click Test integration in the bottom-right corner.

  8. To configure an integration for all projects, click the checkbox next to 'Global'.
    Note: This option only appears for global admins.

  9. When finished, click Save.

 
 

Editing an integration

  1. In the top-right corner, click the current project's name to open the drop-down menu.

  2. Select Project & app settings.

  3. On the left-hand menu, under 'Project settings', select Integrations preferences.

  4. Select the integration you'd like to edit.

  5. On the selected integration's page, click the three-dot menu icon at the right-hand side of the row you'd like to edit.

  6. Select Edit.

  7. Make the required changes.

  8. Click Save

 
 

Removing an integration from a project

  1. In the top-right corner, click the current project's name to open the drop-down menu.

  2. Select Project & app settings.

  3. On the left-hand menu, under the 'Project settings' section, select Integrations preferences.

  4. Select the integration you'd like to remove.

  5. On the selected integration's page, click the menu icon at the right-hand side of the row you'd like to remove.

  6. Select Delete

 

 

Related resources:

The Cmd integrations overview — find installation guides for each integration.

Setting up your user account
 
Configuring project settings
 
Configuring global integration permissions
 
 
 

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