Your admin allows the integration and can configure shared source filters. You connect your own account so Sim can establish what you are allowed to search. Admins connect their own accounts through the same flow.
Join your organization
Accept your Sim organization invitation or sign in through your organization's SSO. Use a verified Sim email that matches your account at the source. Organization Search does not require workspace access.
Open Integrations
Open Integrations in the main sidebar, find the provider or source, and select Connect account. Your first connection may ask for a GitHub repository, Confluence domain and space keys, or Jira domain and project keys. Enter the required fields and select Connect. If the provider is missing, ask an organization admin to turn it on under Settings → Sources → Allowed in Sim Search.
Use Add source beside Add another [provider] source when you need another supported repository, site, or project scope. Connecting an existing source does not ask you to configure it again.
Authorize your account
In the new tab, select Connect and complete the provider's authorization. Choose the account associated with your verified Sim email. The provider may require your organization's SSO or app approval.
Return to Integrations when the connection completes, or select Return to Search to open your organization’s Search page. Your account is saved when authorization completes; there is no separate submit step. If the popup was blocked or closed, allow popups and select Connect account again. While authorization is pending, use Open again.
Start searching
The source row shows indexing status and how many documents are available to you. Open Search in the organization sidebar and search for something you can already open in the source. Use Home to ask the assistant about your connected documents. The first sync may take time, especially for large accounts.
For a source configured inside a workspace, join that workspace and use its Search page instead. Organization and workspace sources are separate.
Do I always need to connect?
| Source setup | Your next step |
|---|---|
| Member accounts | Connect your own account, including when you are the admin. |
| Confluence admin/service account | Connect Confluence to verify your identity; the administrator's account handles the crawl. |
| Google Drive delegated service account | No personal connection is needed for that source. Your verified Sim email is matched to Drive permissions. |
| GitLab instance administrator | No personal connection is needed. Your verified Sim email must match a confirmed GitLab email. |
Connecting one Google service does not connect all of them. Gmail, Calendar, and Drive each have their own Search connection.
If you received a connection request
Open the link from your admin and sign in to Sim with the invited email. A provider-specific request opens that provider's connection directly. Verify your Sim email if prompted, then reopen the original link and authorize the account.
An account connection request does not invite you into the Sim organization. You can contribute an account without organization membership, but you need membership and enabled Search access to search the organization's documents. The connection page offers Return to Search when you have that access; otherwise it offers Your connected accounts.
Manage your connected accounts
Select Your accounts on the main Integrations page to open your personal Connected accounts settings. Use Reconnect to renew an organization account connection or Disconnect to withdraw it. Disconnecting stops that account from being used for organization indexing and workflows, and removes Search access that depends on it.
Admins can select Manage sources to open organization setup, then select Manage beside an integration to open its Sources and Accounts tabs. This does not grant the admin access to every document.
If you get stuck
| Status | What to do |
|---|---|
| Connect account | Complete the connection in the new tab. |
| Reconnect | Authorize the same source account again. |
| Finish connecting in the other tab | Finish authorization, or use Open again. Allow popups for Sim. |
| No results | Check the source's filters and sync status with your admin. Confirm you can open the document at the source. |
| Verify email | Verify your Sim email, then reopen the connection link. |
| Expired or cancelled authorization | Return to the original connection page and start again. If the invitation itself expired, ask the admin for a new request. |
| Access revoked | Ask the organization admin to restore your account contribution access before reconnecting. |
| Needs admin attention | Ask your admin to open Settings → Sources, select Manage beside the integration, and open the source to inspect its error. |
Your Sim role does not override document access at the source. Connecting a different account or receiving a Search link does not share someone else's mailbox, private calendar, or restricted documents with you.