Connect or disconnect an integration

Before you start: You need permission to access firm settings. The provider must also be available under your Firm’s subscription.

Connect a provider

1. Select Settings, open Integrations, then choose Available.
2. Select Connect and complete the provider’s authorisation. For a manual mailbox, select Set up, enter its connection details, then select Save.
3. If Cheku shows Available targets, select Use beside the correct target.

The provider moves to Connected. A provider can instead show Contact admin, Request access or Upgrade when access is unavailable.

Reconnect or disconnect

1. Open Connected and find the provider.
2. Select Reconnect to refresh its authorisation, or Disconnect to remove the connection.

A disconnected provider returns to Available when the Firm can connect it again.