Understanding Tool Permissions
For workers to use a tool they need two things:- To have the tool (think of it like installing a tool on the computer)
- An account connected to the tool
Note: Slack is set up as a communication channel by inviting your worker directly to your Slack workspace, rather than through Settings > Tools. Learn more in the Communication Channels guide.
Want to understand how this two-level system works in detail? Check out our Tool Permissions guide.
Want to see all available tools? Browse our complete Tools & Integrations directory.
Setting Up Your Tools
1
Connect the app in Settings
Switch to the workspace with your worker. Open Settings > Tools and connect the intended app account. Complete authorization and check that the connection is available. Connections belong to the workspace and record who connected them.
2
Grant access to the worker
Open the worker’s Tools, add the required tool and select the intended connection. A workspace connection alone does not give every worker access.
3
Test the connection
Ask for a small task using the connected app, for example checking tomorrow’s calendar. Verify the worker used the correct account and capabilities.
Connection Status
After connecting a tool in Tools, each connection displays a color-coded status indicator. Understanding these statuses is important — only active connections allow your workers to use the tool.Resolving a Pending Connection
If a connection shows as 🟡 Pending, follow these steps:1
Open Tools
Go to Settings > Tools and locate the tool with the pending status.
2
Disconnect the tool
Click Disconnect next to the pending connection to remove the incomplete setup.
3
Reconnect from scratch
Click Connect again and complete the full authentication flow. Make sure to:
- Allow all requested permissions in the OAuth prompt
- Avoid closing the browser tab or pop-up before the flow finishes
4
Verify the status turns green
After reconnecting, confirm the indicator changes to 🟢 Active. If it stays yellow or turns red, see the Troubleshooting page.
Best Practices
Connect tools before assigning to workers
Connect tools before assigning to workers
Always connect tools in Settings > Tools before configuring worker access. This ensures smooth setup and prevents workers from requesting tools mid-task.Why this matters: If a worker needs a tool that isn’t connected, they’ll have to ask you to add it, interrupting their workflow.
Start with essential tools only
Start with essential tools only
Begin by connecting only the tools your workers need immediately. You can always add more later as requirements evolve.Recommended starting tools:
- Email (Gmail or Outlook) for communication
- Calendar for scheduling
- One productivity tool (Notion, Google Drive, or Trello)
Grant permissions based on worker roles
Grant permissions based on worker roles
Match tool access to each worker’s specific responsibilities rather than giving everyone access to everything.Example:
- Marketing worker: Email, social media tools, analytics
- Operations worker: Calendar, project management, spreadsheets
- Technical worker: Code repositories, documentation tools
Review tool permissions regularly
Review tool permissions regularly
As your workers’ responsibilities evolve, audit their tool access monthly to ensure:
- They have access to everything they need
- They’re not cluttered with unnecessary tools
- Permissions align with current tasks
Test tool connections after setup
Test tool connections after setup
After connecting a tool and granting worker access, verify it works by:
- Asking the worker to perform a simple task with the tool
- Checking that the worker can both read and write (if applicable)
- Confirming any automated workflows trigger correctly
Troubleshooting
Worker can't access a tool I connected
Worker can't access a tool I connected
Most common cause: The tool is connected to your account but not granted to that specific worker.Solution:
- Open the worker
- Select the worker’s name or the ⋮ menu in the chat header, then select Tools
- Add the tool and select its connection for that worker
- Test access
Remember: Connecting a tool in Settings > Tools doesn’t automatically give workers access. You must explicitly grant it per worker.
Tool connection keeps failing
Tool connection keeps failing
Common causes and solutions:
- Authentication expired: Re-authorize the tool in Settings > Tools
- Insufficient permissions: Check that you granted all required permissions during OAuth
- Third-party restrictions: Some organizations block third-party app access — contact your IT admin
- Go to Settings > Tools
- Click disconnect next to the tool
- Follow the connection steps again
Worker using tool incorrectly
Worker using tool incorrectly
Workers learn and adapt through conversational feedback, just like human employees.Solution approach:
- Give clear, specific feedback: “When sending emails, please keep them to 3-4 bullet points”
- The worker will memorize this preference and adjust behavior
- You can review what they’ve learned in the worker’s Settings → Memory section
Need to revoke tool access
Need to revoke tool access
To remove a worker’s access to a tool:
- Open the worker
- Select the worker’s name or the ⋮ menu in the chat header, then select Tools
- Remove the worker’s access to the tool
- Confirm the change
Tool connection shows but doesn't work
Tool connection shows but doesn't work
Diagnostic steps:
- Check tool status: Go to Settings > Tools — look for warning icons
- Verify API limits: Some tools have rate limits that may be exceeded
- Review permissions: Ensure the connected account has necessary privileges
- Test manually: Try using the tool yourself to confirm it’s operational
Next Steps
Configure Worker Access
Learn how to grant and manage tool permissions for individual workers
Tool Permissions Guide
Understand the two-level permission system and common access patterns
Managing Workers
Explore best practices for organizing and scaling your AI workforce
Providing Feedback
Master conversational feedback to improve worker performance