This guide explains how to add a third-party integration to a Cmd project.
Prerequisites
- Your desired integration must be enabled globally.
- After that, a manager or admin can add the integration to a project by following these instructions.
Adding a new integration to a project
- In the top-right corner, click the current project's name to open the drop-down menu.
- Select Project & app settings.
- On the left-hand menu, under 'Project settings', select Integrations preferences.
- Select the integration you'd like to configure.
- In the top-right corner, click Add integration.
- Fill out the required information.
Note: For more detail, see the setup guides for particular integrations. - If the option exists, click Test integration in the bottom-right corner.
- To configure an integration for all projects, click the checkbox next to 'Global'.
Note: This option only appears for global admins. - When finished, click Save.
Editing an integration
- In the top-right corner, click the current project's name to open the drop-down menu.
- Select Project & app settings.
- On the left-hand menu, under 'Project settings', select Integrations preferences.
- Select the integration you'd like to edit.
- 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.
- Select Edit.
- Make the required changes.
- Click Save.
Removing an integration from a project
- In the top-right corner, click the current project's name to open the drop-down menu.
- Select Project & app settings.
- On the left-hand menu, under the 'Project settings' section, select Integrations preferences.
- Select the integration you'd like to remove.
- On the selected integration's page, click the menu icon at the right-hand side of the row you'd like to remove.
- 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