At a glance
Which apps are which
The rule of thumb: when a person signs in, it is Your account. When a company key, token, or business account is used, it is a Team account.
Connect your own account
1
Open Connections
Go to Settings > Assistants > Connections and choose the app under Explore connections.
2
Sign in
Sign in to the app and approve the access it asks for. For Google apps, you choose which Google account to connect.
3
Ask your question
The account now appears under Your accounts and works for you with every assistant that supports that app. On each assistant’s settings page it is marked Available to you automatically. There is no separate step per assistant.
Your account only works when Connected apps is on for the assistant and the app is allowed in the workspace. If an app is missing from the list, ask an administrator.
What an administrator controls
- Connected apps for each assistant. When it is off, that assistant uses only Floral data.
- Which apps the workspace can use at all, under Available services on the Connections page. A turned-off app stops working for every assistant, and connected accounts are kept.
- Team accounts. Only administrators can connect them, so members see them under Team accounts marked Managed by administrators. On each assistant’s settings page, an administrator selects Use with this assistant or Remove from this assistant for each team account. Members see Ask an administrator instead.
When everyone acts as one person
Some team accounts are connected by signing in as a person, such as Linear or Notion. Everyone who uses that team account then acts as that person in the other app. In Linear, for example, every issue shows as created by them. When an administrator connects or reconnects such an account, Floral asks them to confirm it. The account then shows Everyone acts as and that person’s name or email under Team accounts. Every approval card that uses it says Acts as and the same name or email. Team accounts with a company key, such as Stripe, Shopify, Billy, or e-conomic, don’t act as a person, so their cards don’t show this line.When someone leaves the workspace
When an administrator removes a member:- The member’s own accounts are removed from Floral, together with their stored sign-in.
- Their private conversations, routines, and skills are deleted.
- Team accounts connected with their login stop working, and Floral deletes the stored sign-in. An administrator must reconnect the account, ideally with a service account.
- Team accounts that use a company key keep working.
- Routines for everyone that they owned are paused. They stay in the list for an administrator to handle.
Removing someone from Floral doesn’t remove their access to the other app. Remove them there as well, for example in Google Workspace or Linear.
Remove access
- Your account: open Settings > Assistants > Connections, choose the connection, and select Remove. It is disconnected from every assistant. You can also withdraw Floral’s access in the app itself, for example in your Google account’s security settings.
- Team account: an administrator removes it the same way. They can also select Remove from this assistant on one assistant’s settings page, turn off Connected apps for an assistant, or turn off the app under Available services.
What other people can and can’t see
- Colleagues can’t see or use your accounts.
- Colleagues can’t see your private conversations or what an assistant read from your accounts.
- In Team replies and in routines for everyone, assistants never use anyone’s own account.
- Anyone who uses an assistant can ask it to read from the team accounts it may use. Connect only what the whole team may see.
- If you share a private Slack reply in a thread, everyone in the thread can read it. Check it for personal details first.
Example: 2 colleagues, 3 apps
Sofie is an administrator and Jonas is a member of the Sales workspace.1
Sofie sets up the team
She turns on Connected apps for Flora. She connects the company’s Stripe as a team account and allows Flora to use it.
2
Each of them connects Gmail
Sofie and Jonas each connect their own Gmail. Neither can see the other’s mail.
3
Jonas connects Linear
Jonas connects his own Linear. Sofie hasn’t connected Linear.
If Sofie had connected Linear as a team account with her own login instead, every issue from the team would show as created by Sofie, and the connection would stop working if she left. A service account avoids both.
