This feature is only supported for enterprise customers.
This guide is for your organization’s IT admins who manage connector setup for your Caddi workspace. It covers only the admin setup flow and the connection details shown on /credentials.
Overview
On the Integrations page, IT admins can see two tabs:
- My Connections - Personal user connections.
- Integration Setup - Organization-level connector configuration.
This guide focuses only on Integration Setup.
Before You Start
You must have an organization role of Admin or Owner in Caddi to access Integration Setup.
Use Integration Setup when your organization wants to:
- Configure a shared enterprise connector for the workspace
- Maintain more than one connection for the same connector
- Separate connections by environment, team, or business unit
Configure the First Connection
To create the first organization-level connection for a connector:
1. Go to the Integrations page.
2. Select Integration Setup.
3. In Available Enterprise Connectors, find the connector you want.
4. Select Configure.
5. Enter the requested configuration values.
6. Select Save Configuration.
The first configured connection becomes the default connection for that connector.
That means any workflow or loop using that connector without a specific connection selection will use this default connection.
Add Another Connection
If your organization needs multiple connections for the same connector:
1. In Configured Enterprise Connectors, find the connector.
2. Select Configure to expand it.
3. Select Add Another <Connector> Connection.
4. Enter a Connection Name and the required configuration values.
5. Select Save Configuration.
Use connection names that will still make sense over time, such as Production, Sandbox, Finance, or Team A. Changing the name of an existing connection requires contacting the Caddi team and can break existing loops.
Important:
- The Connection Name is used as the identifier for that connection.
- In the current UI, connection names cannot be renamed after creation.
Edit an Existing Connection
To update an existing connection:
1. Expand the connector in Configured Enterprise Connectors.
2. Find the connection instance you want to change.
3. Select Edit.
4. Update the needed values.
5. Select Save Configuration.
What to expect:
- If a field is left blank during edit, the existing stored value is preserved.
- The connection name is shown but cannot be changed in the edit form.
Delete a Connection
To remove a configured connection:
1. Expand the connector in Configured Enterprise Connectors.
2. Select Delete on the connection you want to remove.
3. Review the impact details in the confirmation dialog.
4. Type the connection name exactly as shown.
5. Confirm deletion.
Before you delete, the page may show:
- Number of affected loops
- Number of affected users
- A warning if the connection is the default connection
If you delete the default connection, users and loops that rely on that default may be affected.
What Is Shown in Integration Setup
For configured connectors, the Integrations page shows:
- Connector name and icon
- Number of configured connections (users) for that connector
- Number of loops using that connector
- A grouped row for the connector, with per-connection details when expanded
For each configured connection:
- Connection Name
- Default badge, if that connection is the default
- Connector name
- Configuration values defined by that connector’s setup schema
- Connected loop count
- Connected loop names
- Edit and Delete actions
For available connectors, the configuration form can include:
- Connector name and description
- Link to setup instructions, if provided
- Connection Name field when adding another connection
- Required configuration fields
- Optional fields
- Toggle fields for boolean settings such as sandbox status
- Conditional fields that appear only when relevant
Recommended Admin Practices
- Set up connections carefully, validate all values before saving.
- Use clear, durable connection names that end users will be familiar with.
- Review affected loops and users before deleting any connection.
- Be especially cautious when deleting a connection as it could prevent business critical processes from running.