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What permissions do I need to connect my systems?

Each system requires different permissions, see below for details.

Updated over 10 months ago

Within Windmill, only Admins are allowed to create or manage Connections.

In order to connect your systems to Windmill, you will need the following permissions:

HRIS

  • Bamboo - You need a Bamboo Administrator role

  • ADP - You need an HR Admin or Super User

  • Paylocity - You need a Company administrator

  • Gusto - You need a Full Access administrator role

  • Justworks - You need an Admin role

Support

  • Front - You need a Company administrator

  • Zendesk - You need an administrator or an Account Owner role

CRM

  • Salesforce - You need an administrator role and your Salesforce Instance URL

  • Hubspot - You need an Admin role and you Hubspot Instance URL

Project Management

  • Jira - No explicit permission is required, just need a Jira account

  • Linear - You need an administrator role

  • Asana - You need an administrator role

  • Github - You need an owner or manager role

Meetings and Communications

  • Google - Must be a Google workspace Admin

  • Zoom - You need to be the Zoom account owner

  • Slack - All Roles can connect Slack. Once Slack is connected, you need permission to install Slack applications.

  • Roam - You need an administrator role

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