Linking projects and users is the final step in setting up an integration. This step ensures that only authenticated users are able to track time against an integration’s tasks, cards, or issues.
When doing so, you’ll see an Overview section where you can link integration projects and users to your Hubstaff projects and users. Likewise, you can manage these connections from the Projects and Users sections of the integration.
Table of Contents:
Click on Settings & Policies > Integrations on the left menu then click on the integration name.
Click on the Projects tab, then either click on the Connect projects manually button, or the Connect projects option.
Select the integration project that you’d like to link in the left dropdown field.
In the right-side field, you can select the specific Hubstaff project you’d like to link to that integration project or leave it blank to have a new project created matching the integration project. You can also click the Connect all projects button to link all existing projects into Hubstaff.
Navigate to Settings & Policies > Integrations on the sidebar, then click on the integration name.
Select the Users tab, then click on Add users.
In the Link Users dialog, you can click on the user field to select specific team members, or click the Select All option add all members to the field. Click the Notify button, and an email with a confirmation link will be sent to all selected users, informing them to connect their account.
Upon clicking the link, you will be taken to your Hubstaff web dashboard to authorize the connection to your organization’s integration. Follow the steps, then click Connect to confirm, then you will receive a popup saying that you’ve successfully created the user connection.
Once you have linked the projects and the users in your account, you can expect the integration to sync in the next 5-10 minutes or so. The integration will continue to sync automatically on its own after that point. Currently, when you add a new project in the project management third-party provider, you need to access the integrations page in Hubstaff ⟶ refresh the projects list ⟶ link the new project ⟶ assign team members to the Hubstaff project that’s linked to the newly added project. You can auto-add users to every project that you link/create automatically. Click here to learn how to enable this option in your organization settings.
To unlink projects or users, simply click on the projects or the users tab. Then, click the checkbox next to the projects or users you’d like to unlink, and the Batch actions > Disconnect button will appear right above.