Details- Connection Manager

Configure Connection Approval Settings

In the Company level Admin tool, you can choose how you want to approve connections. See Configure Project Connection Settings.

You can choose to automatically approve connections or require review to manually accept or decline a downstream project's request to connect. Depending on the number of projects you have, manually approving connections can be a large administrative task and slow down work at the project level.

Because the permissions are comparable to how upstream accounts are currently allowing collaborators to access project information, we recommend marking the box to allow connections without Admin review. The upstream account is always notified about new connections regardless of the connection approval preference and can disconnect the projects if needed.

Initiate project connections from the project in the downstream company account

Using the Connection Manager tool, users of a project at the downstream account can initiate a connection with a project in the upstream account. After the user selects which project to connect, the connection will either be automatically approved or will require manual review and approval, based on the upstream account's settings. See Initiate a Request to Connect Projects.

Manually review and approve connections (if review is required)

If the upstream account has opted to review and manually approve each connection, Connection Manager Admins on the distribution list for the Connection Manager tool will receive an email letting them know about a new request. From the Connection Manager tool, Admins can approve or reject a request to connect. See Approve or Reject Project Connection Request

Notify users of new connections, disconnections and connection requests (if review required)

By default, users with 'Admin' level permissions on the Connection Manager tool are notified of new connections, disconnections and connection requests (if required). You can configure the email notification distribution list in each project's Connection Manager settings. See Connection Manager: Configure Advanced Settings.