> ## Documentation Index
> Fetch the complete documentation index at: https://usepike.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Permissions and access

> Who can connect integrations, who can change sync settings, and how synced data follows Pike roles and private projects.

Integrations connect once for the whole workspace. Workspace admins connect and disconnect them, and synced data follows the same roles and project privacy as everything else in Pike.

## Who can do what

| Action | Workspace admin | Finance user | Project lead | Member |
| - | - | - | - | - |
| Connect or disconnect an integration | Yes | No | No | No |
| Change sync settings for accounting, payments and expenses | Yes | Yes | No | No |
| Change sync settings for every other integration | Yes | No | No | No |
| Run **Import data** or **Sync now** | Yes | Accounting, payments and expenses | No | No |
| **Retry** a record in **Sync issues** | Yes | Accounting, payments and expenses | No | No |
| **Refresh** a record they can see | Yes | Yes | Yes | Yes |
| Send an invoice to an accounting system | Yes | Yes | No | No |
| Link a task to an issue in a project tool | Yes | Yes | Yes | Yes, on projects they work on |
| Connect their own calendar or mailbox | Yes | Yes | Yes | Yes |

## The connected account

Each integration connects with one account in the other system. Pike reads and writes with that account's permissions, so a record the account cannot see does not sync. Use a dedicated integration user where the other system offers one, so the connection does not depend on one person's job.

Calendar and mailbox integrations are personal. Each member connects their own account, and only they see their own events and email in Pike.

## Synced data follows Pike roles

A synced record has the same access rules as one created in Pike.

* Financial fields on customers, projects and invoices are visible to the roles that see finance in Pike.
* A private project's tasks, time and files are visible only to people on the project, and never sync out to anyone who cannot see the project in Pike.
* Members see synced time off for their teams the same way they see time off entered in Pike.

## Plans

Most integrations are available on every plan. Some categories need a specific plan, and the integration page states it under **At a glance**. Real-time sync is part of the Enterprise plan. See [How sync works](https://usepike.com/docs/integrations/how-sync-works.md).

## Audit

Every connection, disconnection and sync settings change is recorded with who made it and when, under **Workspace settings → Integrations → Activity**. Each record sent from Pike by a person shows who sent it.

## Related

* [How integrations work](https://usepike.com/docs/integrations/index.md): What integrations do and how to set one up.
* [How sync works](https://usepike.com/docs/integrations/how-sync-works.md): The schedule, real-time sync and sync issues.
* [Single sign-on](https://usepike.com/docs/integrations/sso.md): Sign in with your identity provider.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.