Who can use this
You must be an Admin on your Coworker network.
Opening Source Settings
Click the gear/sidebar Settings icon in Coworker.
Select Source Settings from the menu.
You'll see your sources grouped into three lists: Connected, Available, and Blocked.
How a source behaves depends on its type
Every source falls into one of three categories, and Source Settings adapts what it shows you accordingly:
Workspace sources — Admins connect these once for the whole network. Clicking the source starts the connection flow directly.
Individual-only sources — These have no workspace-level connection; each person connects their own account. Clicking one of these opens a detail view explaining there's nothing for an Admin to connect — but you can still block members from connecting it themselves.
Hybrid sources — Support both a workspace-wide connection and individual member connections. The detail view offers Connect for the whole workspace alongside the option to block.
Source access grants and permission groups
For sources that don't grant access per-user by default, Coworker doesn't know who on your team should be able to use that data until you tell it. Source access grants are how you do that — each grant is a single record saying "this user or group can use this source," and it governs both what shows up for them in organizational memory (OM2) search and which read (and optionally write) actions their agents can take against that source.
Source Access
The Access tab lists which users and groups currently have access split into Read/Write and Read-only, with a Revoke button (confirmation required) on each.
To grant access to a new user or group:
Click New Grant on the source's row.
Choose whether you're granting access to an individual user or a permission group.
Read access is granted automatically. Toggle on Write if that user or group should also be able to take write actions against the source.
Optionally add a note, then save.
You also have the ability to "Enable Full Workspace Access" for some sources. More on that below.
ℹ Write access always implies read access — you can't grant write without read.
Permission groups
If you find yourself granting access to the same set of people across multiple sources, create a permission group instead of managing each person individually. Groups live on their own Permission Groups tab within Source Settings.
Each group shows its name, description, member count, and the sources it currently has grants on.
Click New Group to create one, or open an existing group to manage it.
Use Add Members to paste in a list of email addresses at once, rather than adding people one at a time.
Remove a member with the Remove button (confirmation required).
ℹ Adding or removing someone from a permission group updates their access across every source that group has a grant on — you don't need to touch each source separately.
Full Workspace Access
For sources that support it, the Enable Full Workspace Access toggle shares the Admin's connected credentials with the whole team rather than requiring each person to connect individually. This setting lives on the source's Access tab, above the member grant list, and requires confirmation before turning on. It's hidden for individual-only sources, since there's no workspace credential to share.
ℹ Full Workspace Access makes the source available to everyone in the network by default. If you only want specific people or groups to have access, use source access grants above instead of turning this on.
Blocking a source
If you don't want members connecting a particular source on their own, open that source's detail view and select Block. You'll be asked to confirm, and the source moves into your Blocked list.
Blocked sources still appear to members, greyed out, with a Send Admin Request button in place of Connect.
Requests email your network's admins and are rate-limited to one request per source, per member, per day.
To reverse a block, open the source in your Blocked list and select Unblock (also requires confirmation).
ℹ Blocking is advisory — it stops new connections going forward but does not revoke access members already have.
More sources, fewer restrictions
Source Settings now includes a broader library of connectors that were previously in Beta, so you may see new options appear in your Available list, including sources like Lattice (which uses its own individual-auth flow).
Need help?
If a source you expect to see isn't listed, or you run into an issue connecting or blocking a source, contact the Coworker support team.