Learn how to authenticate a Pack and connect it to your account.

Not all Packs require authentication, but those that are accessing private data in another application or service will first need to be connected to your account.

Within this article, you’ll find...

What are Pack accounts?
Connect an account
Disconnect an account
FAQs

What are Pack accounts?

A Pack account represents your account in another app or service that the Pack will connect to. For example, the Slack Pack needs to connect to your Slack account. You can add multiple accounts for the same Pack, for instance if you are a part of multiple Slack workspaces.

Connect an account

After you’ve installed a Pack and are starting to put it to use (adding a sync table, creating a Pack button, etc.), you will be automatically prompted to connect to your account.

To sync data and take actions through Packs, you’ll need to connect a Pack account. To do this in the Pack's settings:

Click Insert in the upper right of your doc
Select Packs.
Select one of your installed Packs, or search for the Pack you’d like to add to the doc if it’s not already installed.
Click Settings. You’ll see options to connect an account under Select account for taking private actions and Manage synced accounts.

Connect Pack account - open Pack settings.gif

You can connect a Pack account from either section, depending on which permissions you’d like to grant the account. Most Packs allow you to connect accounts for both taking private actions and syncing data (synced accounts).

An account for taking private actions is one that only you—the person who set it up— can use to take actions in the Coda doc.
A synced account is one that, by default, can be used to sync data into the Coda doc. Anyone who has access to the doc will be able to view data that’s synced in (e.g. if you add a sync table of Google calendar events, everyone on the doc will be able to view the data on that table).

You can additionally grant doc editors permissions to use a synced account. For further details, check out the Manage synced account permissions section below.

ℹ️ Sync tables always require a synced account. You cannot set up a sync table using an account for private actions.

You can come back later and connect additional accounts by clicking Insert > Packs > {Pack Name} > Settings.

To add another account for taking private actions, click on the dropdown and select + Add a new account.

To add another synced account, click the Connect another account button under Manage synced accounts.

The authentication process is different for every Pack, and can include approval dialogs, copying and pasting tokens, or entering a username and password. Consult the Pack listing page for more information about the type of authentication the Pack uses.

If you have previously installed the Pack in a different doc, you can alternatively choose to connect to your existing account. Pack accounts can be used across multiple docs, so you don’t need to sign in each time you want to use the Pack.

Manage synced account permissions

You can view and update permissions for synced accounts that you’ve added under Manage synced accounts in the Pack's settings.

By default, synced accounts cannot be used by other doc editors. Only the person who added the account can use it to set up sync tables (pull in data for others to view). However, the account owner can grant doc editors additional permission to use a synced account in two ways:

Sync in data using this account: Doc editors can use this account to sync data into the doc themselves. Everyone in the doc will be able to view data that’s synced in.
- Note: this permission must be granted if you want to sync data into a Pack column or formula.
Take actions using this account: Doc editors can use this account to take actions through Pack buttons and automations.
- Note: this permission cannot be granted unless doc editors are also allowed to sync in data using the account

To adjust your account permissions, find the account in the Pack’s settings, expand the account details using the down arrow to the right of that account, and check or uncheck the boxes next to the permissions options as desired.

Disconnect an account

If you want to disconnect a shared account so that other folks in your doc will no longer have access, you can do that via the Pack settings.

Click on Insert in the upper right corner of your doc
Click on Packs
Select the Pack in question
Under the Settings tab, find the shared account you want to disconnect
Click on the three-dot menu to the right of that account, and select Disconnect. When you see the confirmation prompt, hit Disconnect again.

If instead you want to fully disconnect an account from Coda, so that Coda no longer has access to this account, you can do this via your Coda account settings.

Head to your account page, and find the Accounts connected to Packs section
Scroll to the Pack in question
Find the account you’d like to disconnect, and click the down arrow to the left of it
You can then choose to either Disconnect this account from specific docs, or you can click Remove this account to remove all access to this account

FAQs

How can I see which accounts are connected for a given Pack?

The easiest way to find this information is to click on Insert in the upper right corner of your doc, then Packs, then the Pack name, then click into the Settings tab. Here, you’ll see a list of all the accounts connected for this Pack.

How can view all of my accounts, for all Packs?

Open your account settings and scroll down to the ACCOUNTS CONNECTED TO PACKS section. There you can find a list of all of the Packs you’ve authenticated with, which accounts you have connected them to, and which docs are using those accounts. From there you can disconnect an account from a particular doc, or remove it entirely from your Coda account.

How does Coda keep my account data secure?

Security is top-of-mind when it comes to Packs. You can read all about how Coda keeps your account data secure here.

Related resources

Connect a Pack account