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Business view
Batoi Flex · Core workflows
What this page helps you accomplish
Integrate an external service without weakening workspace ownership, consent, or security.
Accountable roleWorkspace Admin
Business taskIntegration
Completion signalThe connection exchanges only approved information and has an owner, health signal, and safe recovery path.
Scope and authority
Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved
Integration
Integrate an external service without weakening workspace ownership, consent, or security.
Observable business result
The connection exchanges only approved information and has an owner, health signal, and safe recovery path.
Potential issue and recovery
Authorization succeeds but synchronization or testing fails.
Recommended recovery: Review scope, provider status, required mapping, connection health, and retry guidance. Revoke the connection if its ownership or purpose is uncertain.Who should use this article
This article is for Workspace Admins who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.
Before you begin
- Access to the appropriate authenticated workspace through My Batoi
- Authority for the records, action, or decision involved
- Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
- Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.
Workflow overview
Complete the workflow
- Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
- Open the current product area. Open Settings and Integrations, find the approved provider, and confirm business purpose, owner, data scope, and required entitlement.
- Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
- Perform the task. Authorize the minimum required access, complete provider-specific settings, save through the governed connection flow, and run the available test.
- Review the result. Check provider identity, connected account, scopes, synchronization behavior, latest health result, failure handling, owner, and revocation path.
- Verify and retain the outcome. The integration shows a healthy or tested state and the intended bounded workflow completes without exposing connection secrets. Record every exception and follow-up with an owner and review date.
Verify the result
- The workspace, role, record, period, and Industry Pack still match the intended scope.
- The connection exchanges only approved information and has an owner, health signal, and safe recovery path.
- The visible status, source evidence, owner, exception, and next action agree with the completed work.
- An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.
Troubleshooting and recovery
| What you see | What to check | Safe next action |
|---|---|---|
| Authorization succeeds but synchronization or testing fails. | Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence. | Review scope, provider status, required mapping, connection health, and retry guidance. Revoke the connection if its ownership or purpose is uncertain. |
| The expected page or action is missing. | Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup. | Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control. |
| The result conflicts with evidence or another register. | Source ownership, date range, status definitions, duplicate records, latest update, and correction history. | Do not mark the task complete. Return it for correction or escalate it to the accountable owner. |
Safety and governance
Protect restricted information. Never place provider credentials, connection secrets, callback details, or private account identifiers in Help content or screenshots. Use permission-controlled Flex records and the minimum information required for the task.
Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.
Use Batoi Intelligence safely
Helpful tip: Ask Batoi Intelligence to summarize permitted integration health and failure patterns, then let the connection owner approve repair or revocation.
Next step
Continue with Manage a Member Community in Batoi Flex, or return to the Batoi Flex Product Guide.