Create connection

1. Click the gear icon at the top-right. The settings window will appear.
   
2. Select Connections under Automation. The connections listing page will appear.
   
3. Click the Create Connection button.
   
4. Pick the required service from the list of default services.
   
5. Enter connection name and connection link name.
   
6. Select the scopes. Scopes allow you to determine the access level for access that service to perform actions like add, update, etc.
   
   
7. Click the Create and Connect button. You will be requested to connect to the newly established connection.
   
8. Click Proceed and authorize the connection. The connection will be created.
   

Enable or disable Use Credentials of Login User based on your usage and preference.

Edit connection

1. Click the gear icon at the top-right. The settings window will appear.
   
2. Select Connections under Automation. The connections listing page will appear.
   
3. Hover over required connection on the listing page.
   
4. Click the Edit icon.
   
5. Make required changes to the name or scope.
   
6. Click the Update button. You will be requested to re-authenticate.
   
7. Perform re-authentication and update the connection.
   

Delete connection

1. Click the gear icon at the top-right. The settings window will appear.
   
2. Select Connections under Automation. The connections listing page will appear.
   
3. Hover over required connection on the listing page.
   
4. Click the Delete icon. A confirmation pop-up will appear.
   

Create service

1. Click the gear icon at the top-right. The settings window will appear.
   
2. Select Connections under Automation. The connections listing page will appear.
   
3. Click the Create Connection button.
   
4. Select Custom Services.
   
5. Click Create New Service.
   
6. Enter service details like service name, link name, authentication type, param type, etc.
   
7. Click the Create Service button. The service is created. Now you can proceed to establishing a connection for the service with the due authorization.

Revoke connection

1. Click the gear icon at the top-right. The settings window will appear.
   
2. Select Connections under Automation. The connections listing page will appear.
   
3. Hover over required connection on the listing page.
   
4. Click the Revoke button. A confirmation pop-up will appear.
   
5. Click Revoke to discontinue connection.