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improvement(search): simplify integration connections and sync actions
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‎apps/docs/content/docs/search/confluence.mdx‎

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@@ -49,9 +49,9 @@ Open **More options** for content type, labels, and metadata tags. The default i
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### Sync and connect your identity
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Select **Connect & Sync** to start indexing. Then open **Integrations** in the main sidebar and select **Connect** on the Confluence source. Authorize the configured site using the Atlassian email matching your verified Sim email.
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Select **Connect & Sync** to start indexing. Then open **Integrations** in the main sidebar and select **Connect** for Confluence. Authorize the configured site using the Atlassian email matching your verified Sim email.
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Each teammate completes this identity connection. Existing authorized accounts may already be connected. Integrations shows indexing status and your searchable document count.
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Each teammate completes this identity connection. Existing authorized accounts may already be connected. Its row shows your connection and indexing status.
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</Step>
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</Steps>
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## Connect member accounts
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After an admin allows Confluence, open **Integrations → Connect**. For an existing source, authorize your account; you do not choose its spaces again.
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After an admin configures Confluence, select **Integrations → Confluence → Connect**. Authorize your account; you do not choose its spaces again.
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If no source exists, or you choose **Connect a different site or content scope**:
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If Confluence is allowed but no source exists, select **Connect** beside Confluence. To add another site later, use **More → Add Confluence site**:
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1. Under **Your account**, select a saved account or choose **Connect account**. Authorize using the Atlassian email matching your verified Sim email.
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2. Enter the hostname under **Atlassian site**, then choose **Spaces**. Use **All** in the dropdown for the complete current list, or **Enter keys manually** for comma-separated keys. You can select up to 1,000 spaces in this form.

‎apps/docs/content/docs/search/connect-your-account.mdx‎

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## Open Integrations
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Open **Integrations** in the main sidebar, find the provider or source, and select **Connect**. First-time setup can also ask which content to index. For [Confluence](/search/confluence) and [Jira](/search/jira), connect your Atlassian account first, then choose the site and spaces or projects and select **Connect & Sync**. [GitHub](/search/github) asks for a repository. If the provider is missing, ask an organization admin to add it under **Settings → Sources → Add source**.
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Open **Integrations** in the main sidebar, find the integration, and select **Connect**. If an admin has configured its content, you only authorize your account. If no source exists yet, [Confluence](/search/confluence) and [Jira](/search/jira) ask you to connect your Atlassian account, choose the site and spaces or projects, and select **Connect & Sync**. [GitHub](/search/github) asks for a repository. If the provider is missing, ask an organization admin to add it under **Settings → Sources → Add source**.
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To connect another supported repository, site, or project scope, find the provider row labeled **Connect a different site or content scope** and select **Connect**. Connecting an existing source does not ask you to configure it again.
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Each integration appears once. Sources that share your account authorization reuse that connection; adding another repository does not require reconnecting. **Connect** appears when authorization is missing, and **Reconnect** appears when an existing account needs renewal. A sync failure alone does not require reconnecting. To add different content, open **More** and select **Add repository**, **Add Confluence site**, or **Add projects**.
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<Image className="mx-auto h-auto w-full max-w-xl" src="/static/search/connect-account.png" alt="Organization Integrations with search, personal connections, and Connect actions" width={704} height={495} />
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<Image className="mx-auto h-auto w-full max-w-xl" src="/static/search/connect-account.png" alt="Organization Integrations with search, personal connections, and Connect actions" width={692} height={409} />
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</Step>
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<Step>
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## Start searching
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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.
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Your integration row shows its connection and indexing status. Admins manage individual repositories, sites, and other content under **Settings → Sources**. 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.
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</Step>
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</Steps>
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| Google Workspace service account (Gmail, Calendar, Drive) | No personal connection is needed for that source. Your verified Sim email identifies your mailbox and calendar view, or is matched to Drive permissions. |
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| GitLab instance administrator | No personal connection is needed. Your verified Sim email must match the confirmed primary GitLab email. |
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Gmail, Calendar, and Drive are separate Search sources. Connecting one Google service does not connect all of them. A central source can be searchable without a personal connection row in **Integrations**.
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Gmail, Calendar, and Drive are separate Search sources. Connecting one Google service does not connect all of them. Central Google and GitLab sources remain searchable without a personal account connection.
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## If you received a connection request
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## Manage your connected accounts
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On the main **Integrations** page, use **Reconnect** beside an expired connection to renew it. To withdraw an account, open its row's actions menu and select **Disconnect**, then confirm. If several accounts are connected, choose the account to disconnect. Disconnecting stops that account from being used for organization indexing and workflows, and removes Search access that depends on it.
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On the main **Integrations** page, select **Reconnect** beside the integration if your account has expired. To withdraw an account, open its actions menu and select **Disconnect**, then confirm. If several accounts are connected, choose the account to disconnect. Disconnecting stops that account from being used for organization indexing and workflows, and removes Search access that depends on it.
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Admins manage setup from **Settings → Sources**. Open an integration, then its connection to see **Documents**, **Settings**, and **Sync history**. **People** shows account contributors across integrations and supports filtering by integration. This does not grant the admin access to every document.
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Syncing runs automatically. Admins can use **Sync now** when they need an update; another manual run is available 60 seconds after a successful sync finishes. Failed or partial runs can be retried immediately. The connection header also offers **Pause syncing** or **Resume syncing**, and **Remove connection**. Where supported, **Full resync** fetches and reindexes all content and asks for confirmation first.
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## If you get stuck
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| Status | What to do |

‎apps/docs/content/docs/search/github.mdx‎

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### Connect your account
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Open **Integrations** in the main sidebar, select **Connect** on the GitHub source, and authorize the App. Teammates repeat this step after joining the Sim organization. For private repositories, both the person's account and the App installation must have access. GitHub also permits App user tokens to read public repositories without an installation; see [GitHub's permission rules](https://docs.github.com/en/apps/creating-github-apps/registering-a-github-app/choosing-permissions-for-a-github-app).
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Open **Integrations** in the main sidebar, select **Connect** for GitHub, and authorize the App. Teammates repeat this step after joining the Sim organization. For private repositories, both the person's account and the App installation must have access. GitHub also permits App user tokens to read public repositories without an installation; see [GitHub's permission rules](https://docs.github.com/en/apps/creating-github-apps/registering-a-github-app/choosing-permissions-for-a-github-app).
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An App installation or dedicated indexing account can start syncing after the source is saved. With **Connected members**, indexing begins after someone connects. Each teammate still connects before searching. An existing GitHub connection in the same Sim organization is reused across its GitHub sources.
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Open **Settings → Sources**, open **GitHub**, then open the source to inspect **Documents**, edit **Settings**, or review **Sync history**.
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Use **Settings → Sources → People**, filter by **GitHub**, then select **Request connections** to send provider-specific connection requests. These requests do not grant organization membership. For another repository, add another source; members can also select **Connect** beside the GitHub row labeled **Connect a different site or content scope** in Integrations.
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Use **Settings → Sources → People**, filter by **GitHub**, then select **Request connections** to send provider-specific connection requests. These requests do not grant organization membership. For another repository, add another source; members can also select **Integrations → GitHub → More → Add repository**.
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</Step>
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</Steps>

‎apps/docs/content/docs/search/gmail.mdx‎

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### Connect your account
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Join the Sim organization, then open **Integrations** and select **Connect** beside Gmail. Authorize the Google account matching your verified Sim email. The default filters cover the last 6 months across all labels, excluding Promotions, Social, Spam, and Trash. Return to Integrations to see indexing status and your searchable document count.
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Join the Sim organization, then open **Integrations** and select **Connect** for Gmail. Authorize the Google account matching your verified Sim email. The default filters cover the last 6 months across all labels, excluding Promotions, Social, Spam, and Trash. Its row shows your connection and indexing status.
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</Step>
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‎apps/docs/content/docs/search/google-calendar.mdx‎

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### Allow and connect Google Calendar
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An admin selects **Settings → Sources → Add source → Google Calendar**, chooses **Sync using → Member accounts**, sets any filters, and selects **Set up member accounts**. Each person joins the Sim organization, opens **Integrations**, selects **Connect** beside Google Calendar, and authorizes the Google account matching their verified Sim email. Return to Integrations to see indexing status and your searchable document count.
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An admin selects **Settings → Sources → Add source → Google Calendar**, chooses **Sync using → Member accounts**, sets any filters, and selects **Set up member accounts**. Each person joins the Sim organization, opens **Integrations**, selects **Connect** for Google Calendar, and authorizes the Google account matching their verified Sim email. Its row shows your connection and indexing status.
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</Step>
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‎apps/docs/content/docs/search/google-drive.mdx‎

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### Connect your account
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Join the Sim organization, then open **Integrations** and select **Connect** beside Google Drive. Use the Google account matching your verified Sim email. Return to Integrations to see indexing status and your searchable document count.
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Join the Sim organization, then open **Integrations** and select **Connect** for Google Drive. Use the Google account matching your verified Sim email. Its row shows your connection and indexing status.
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</Step>
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‎apps/docs/content/docs/search/index.mdx‎

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### Connect and search
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For member-account sources, open **Integrations** in the main sidebar and select **Connect** if prompted—even if you created the source. Complete authorization in the new tab. Central Google sources need no personal connection: join with a matching verified Workspace email and open **Search** to find documents, or **Home** to ask the assistant about them. Documents become available as background indexing progresses.
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For member-account sources, open **Integrations** in the main sidebar and select **Connect** for the integration if prompted—even if you created the source. Complete authorization in the new tab. Central Google sources need no personal connection: join with a matching verified Workspace email and open **Search** to find documents, or **Home** to ask the assistant about them. Documents become available as background indexing progresses.
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</Step>
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Open an integration from the Sources list to manage its connections. Use **Connect service account** for Google, **Add Confluence site**, **Add projects** for Jira, **Add repository** for GitHub, **Add project** for GitLab, or **Add channels or DMs** for Slack.
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For personal connections, teammates use **Integrations → Connect** in the main sidebar after the admin adds the provider. First-time setup may ask you to select content after connecting your account. Admins can edit those connections' filters afterward in **Settings**.
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For personal connections, teammates select **Connect** beside the integration in the main **Integrations** page. Existing sources reuse the admin's content selection. If no source exists yet, setup may ask for content after account authorization. Admins can edit connection filters afterward in **Settings**.
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Some member sources offer **Sync documents with**, either directly in setup or under **More options**. **Connected members** uses members' accounts for both content and access checks. Selecting a dedicated account uses it to fetch content; members still connect to establish which documents they may search. For GitHub organization sources, choose **Connect GitHub App** in this field to [connect an installation](/search/github#add-a-repository). **Account for browsing** only helps an admin pick source options—it does not enroll that account for Search.
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Edit **Settings** to change an existing connection's filters. Adding another connection creates a separate selection. For Gmail, one member-account connection is usually enough: its filters apply separately to each connected mailbox, including accounts connected later. A central Google connection applies to its selected **Users**, or all active users when that field is blank.
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<Image className="mx-auto h-auto w-full max-w-xl" src="/static/search/integration-provider.png" alt="Gmail connections with the Connect service account action" width={1037} height={264} />
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<Image className="mx-auto h-auto w-full max-w-xl" src="/static/search/integration-provider.png" alt="Gmail connections with the Connect service account action" width={1049} height={258} />
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| Connection tab | What you can do |
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**Sync using** shows the method selected when the source was created. Add a new connection to change that method. To replace a supported indexing credential, select its replacement and use **Change service account** or **Change account**, as shown.
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Use the connection header to sync, pause, resume, or remove it. To deactivate an entire integration, open it from **Settings → Sources**, select **Deactivate**, and confirm. Its content becomes unavailable in Search, Assistant, and MCP; saved connections remain. Select **Activate** on that integration to enable it again.
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The connection header offers **Sync now**, **Pause syncing** or **Resume syncing**, **Remove connection**, and, where supported, **Full resync**. Full resync fetches all content again and requires confirmation. Manual runs have a 60-second cooldown after a successful sync finishes; failed or partial runs can be retried immediately. **Pause syncing** becomes available when the current sync finishes.
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To deactivate an entire integration, open it from **Settings → Sources**, select **Deactivate**, and confirm. Its content becomes unavailable in Search, Assistant, and MCP; saved connections remain. Select **Activate** on that integration to enable it again.
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<Image className="mx-auto h-auto w-full max-w-xl" src="/static/search/source-sync-history.jpg" alt="Gmail Sync history showing run dates and document additions, deletions, or no changes" width={824} height={446} />
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## If indexing needs attention
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A completed sync means the source was checked; some documents may still be indexing. Integrations lists personal connections; a central Google source can be searchable without appearing there. In the main **Integrations** page, each connected source row shows how many documents you can search and whether indexing failed for any documents you can access.
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A completed sync means the source was checked; some documents may still be indexing. The main **Integrations** page shows one row per integration with a connection or indexing status. Sources that do not require personal authorization remain searchable without a **Connect** step. Detailed document counts and errors are available to admins under **Settings → Sources**.
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As an admin, open **Settings → Sources**, select the integration, then open its connection. In **Documents**, select **Failed** from the status dropdown to inspect those files. Use the search field to find a document by name. Select **Retry indexing** beside a file to try again. **Exclude** removes a file from search; select **Excluded** and then **Restore** to include it again. Fix a disconnected account or source configuration before retrying a sync that needs attention.
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<Image className="mx-auto h-auto w-full max-w-xl" src="/static/search/source-documents.jpg" alt="Empty source Documents tab with search and an Included status filter" width={1022} height={430} />
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<Image className="mx-auto h-auto w-full max-w-xl" src="/static/search/source-documents.jpg" alt="Empty source Documents tab with search and an Included status filter" width={1049} height={350} />
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Temporary indexing-capacity waits retry automatically in the background. If automatic retries are exhausted, the document appears as failed so an admin can retry it. Other searchable documents remain available while this work finishes.
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