Discussions

 View Only
  • 1.  How do you disconnect from an account in a Pipelines Channel?

    Posted 05-04-2022 11:46
    Once you log in (connect) to an account in a pipelines channel (Say outlook or Quickbooks or any of them), if you decide you want to change that login to a different one, how do you do that? I don't see any options to log out or reconnect or anything?

    ------------------------------
    Mike Tamoush
    ------------------------------


  • 2.  RE: How do you disconnect from an account in a Pipelines Channel?

    Posted 05-04-2022 12:16
    Edited by Jeff Peterson 05-04-2022 12:16
    If you select a pipeline step using that service and click the dropdown under 'Account',  you can choose 'connect or reconnect'.



    ------------------------------
    Jeff Peterson
    ------------------------------



  • 3.  RE: How do you disconnect from an account in a Pipelines Channel?

    Posted 05-04-2022 12:23

    Ahhh. You have to enter a step first. I've been banging my head against the wall looking where the channels are listed for the account setting.

    Thanks!



    ------------------------------
    Mike Tamoush
    ------------------------------