From d599fab54ce1172e9f5c6c1b3251ac0a4904d1b5 Mon Sep 17 00:00:00 2001 From: George Dilthey <32441489+george-dilthey@users.noreply.github.com> Date: Tue, 25 Aug 2026 07:58:58 -0400 Subject: [PATCH] docs(connections): add View resources section and offboarding FAQ --- docs/connections-and-integration-accounts.md | 26 +++++++++++++++++++- 1 file changed, 25 insertions(+), 1 deletion(-) diff --git a/docs/connections-and-integration-accounts.md b/docs/connections-and-integration-accounts.md index b19dfa3f1..c9605d8e0 100644 --- a/docs/connections-and-integration-accounts.md +++ b/docs/connections-and-integration-accounts.md @@ -1,6 +1,6 @@ --- title: Connections and integration accounts -description: Add, edit, test, and delete integration accounts in Clay's Connections settings, and set default accounts for your workspace. +description: Add, edit, test, and delete integration accounts in Clay's Connections settings, view where each connection is used, and set default accounts for your workspace. last_synced: 2026-04-26T01:40:56.525Z --- @@ -68,6 +68,18 @@ To add a new account for an integration: - Toggle `Set as Default` to make this account the default. - Click `Save` to apply changes. +### Viewing resources that use a connection + +The **Resources** column on the Connections table shows how many workbooks, tables, and functions reference each connection. To see the full list for a specific connection: + +1. Navigate to `Settings` > `Connections`. +2. Find the connection you want to inspect. +3. Click the `…` menu next to the account and select **View resources**. + +A panel opens listing every workbook, table, and function that uses that connection. You can filter the list by resource type (workbooks, tables, functions) to narrow the results. + +Use this before rotating credentials, reconnecting with new credentials, or removing a connection — it shows exactly which parts of your workspace will be affected. It is also the recommended first step when a team member who owns connections is leaving and you need to identify which connections to update before their account is deactivated (see the FAQ below). + ### Rotating or updating credentials Use **Reconnect** to replace the credentials on an existing connection — for example, to rotate an API key, swap a private key file, or update authentication details when your security team requires it. You do not need to delete or recreate the connection, or re-point individual tables or columns to a new account — the same connection is preserved, and all existing columns, workflows, and sources will automatically use the updated credentials on their next run. @@ -136,3 +148,15 @@ A **default account** is automatically selected for workflows or integrations wh Clay-managed accounts simplify access to external services by providing pre-configured integrations that use workspace credits instead of requiring individual credentials. For some integrations, only Clay-managed accounts are supported. For others, you will need to provide your own API key. + +## FAQs + +**What should I do when a team member who owns connections is leaving?** + +Before the member's account is deactivated, a workspace admin should: + +1. Navigate to `Settings` > `Connections` and search or filter by the departing member's name (use the **Added by** column to identify connections they own). +2. Click `…` > **View resources** for each of their connections to see which tables, workbooks, and functions depend on it. +3. Click `…` > **Reconnect** to re-authenticate using a service account or another team member's credentials. All tables and workflows that reference that connection will automatically use the new credentials on their next run — you do not need to update each table individually. + +Once the member's account is deactivated, their personal credentials are disabled. Any connections that were not reconnected to new credentials will stop working.