Project integration management

Project integrations can be configured and enabled by project administrators. As a WVS instance administrator, you can set default configuration parameters for a given integration that all projects can inherit and use, enabling the integration for all projects that are not already using custom settings.

You can update these default settings at any time, changing the settings used for all projects that are set to use instance-level or group-level defaults. Updating the default settings also enables the integration for all projects that didn’t have it already enabled.

Only the complete settings for an integration can be inherited.

Manage instance-level default settings for a project integration

  1. While you are in your project, on the left sidebar, select Project Settings > Integrations.
  2. Select an integration.
  3. Enter configuration details and click Save changes.
caution
This may affect all or most of the groups and projects on your WVS instance. Please review the details below.

If this is the first time you are setting up instance-level settings for an integration:

  • The integration is enabled for all groups and projects that don’t already have this integration configured, if you have the Enable integration toggle turned on in the instance-level settings.
  • Groups and projects that already have the integration configured are not affected, but can choose to use the inherited settings at any time.

When you make further changes to the instance defaults:

  • They are immediately applied to all groups and projects that have the integration set to use default settings.
  • They are immediately applied to newer groups and projects, created after you last saved defaults for the integration. If your instance-level default setting has the Enable integration toggle turned on, the integration is automatically enabled for all such groups and projects.
  • Groups and projects with custom settings selected for the integration are not immediately affected and may choose to use the latest defaults at any time.

Remove an instance-level default setting

  1. On the left sidebar, select Project Settings > Integrations.
  2. Select an integration.
  3. Click Reset and confirm.

Resetting an instance-level default setting removes the integration from all projects that have the integration set to use default settings.

View projects that override the default settings

You can view which projects in your instance use custom settings that override the instance-level default settings for an integration.

  1. While you are in your project, on the left sidebar, select Project Settings > Integrations.
  2. Select an integration.
  3. Select the Projects using custom settings tab.

Manage group-level default settings for a project integration

  1. Navigate to the group’s Settings > Integrations.
  2. Select an integration.
  3. Enter configuration details and click Save changes.
caution
This may affect all or most of the subgroups and projects belonging to the group. Please review the details below.

If this is the first time you are setting up group-level settings for an integration:

  • The integration is enabled for all subgroups and projects belonging to the group that don’t already have this integration configured, if you have the Enable integration toggle turned on in the group-level settings.
  • Subgroups and projects that already have the integration configured are not affected, but can choose to use the inherited settings at any time.

When you make further changes to the group defaults:

  • They are immediately applied to all subgroups and projects belonging to the group that have the integration set to use default settings.

  • They are immediately applied to newer subgroups and projects, even those created after you last saved defaults for the integration. If your group-level default setting has the Enable integration toggle turned on, the integration is automatically enabled for all such subgroups and projects.

  • Subgroups and projects with custom settings selected for the integration are not immediately affected and may choose to use the latest defaults at any time.

Remove a group-level default setting

  1. Navigate to the group’s Settings > Integrations.
  2. Select an integration.
  3. Click Reset and confirm.

Resetting a group-level default setting removes integrations that use default settings and belong to a project or subgroup of the group.

Use instance-level or group-level default settings for a project integration

  1. Navigate to My Projects > View All projects select your project, from the left hand side, select Project Settings > Integrations.
  2. Choose the integration you want to enable or update.
  3. From the drop-down, select Use default settings.
  4. Ensure the toggle is set to Enable integration.
  5. Click Save changes.

Use custom settings for a group or project integration

  1. Navigate to project or group’s Settings > Integrations.
  2. Choose the integration you want to enable or update.
  3. From the drop-down, select Use custom settings.
  4. Ensure the toggle is set to Enable integration and enter all required settings.
  5. Click Save changes.

Troubleshooting

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