How to enable Attio CRM integration for teams

This guide gives an overview on how to enable Attio CRM integration for teams. 

Pre requisite Enable Attio CRM integration for teams

Pre requisite

• Make sure you have completed the steps to integrate Attio CRM with Fireflies. 
• You need to be a workspace admin to activate Fireflies x Attio CRM integration for your entire team. 

Related: How to integrate Fireflies with Attio CRM

Enable Attio CRM integration for teams

• Once you’ve enabled the integration, click Team Options.

• A pop-up window will appear. By default, all team options are disabled.

Here’s how to use the toggles:

• Enable the Apply to entire workspace option to activate it for your team. Click Save to apply the changes.
• To prevent team members from setting up their own Attio integration, enable the Restrict non-admin workspace member usage toggle and click Save.
• For complete control, turn on both toggles and click Save. This will enable everyone to use Attio integration and block users from making private integrations.