users – integration users tab overview

  • Updated

The INTEGRATION USERS tab represents system-level identities used to enable application-to-application (machine-to-machine) integrations within Neostella. Unlike people users, integration users are not human accounts. Instead, they provide a secure identity that allows external systems to authenticate, interact with, and perform actions within Neostella based on assigned permissions and scopes.

This tab is used when an external application requires controlled access to Neostella resources. Each integration user acts as a bridge between Neostella and another system.

There are two types of integration users supported by Neostella:

Integration User TypeDescription
System Integration UsersCreated and managed internally by Neostella. These users are not visible or editable by admins, always remain active, and operate entirely in the background.
Custom Integration UsersVisible in the Integration Users table. These users are created and managed by admins and can be configured with scopes, credentials, and active status.

access the integration users tab

From the Control Center:

1. Click Access
2. Click Users
3. Select the INTEGRATION USERS tab
The integration users workspace opens

integration users dashboard

The INTEGRATION USERS dashboard provides a centralized view for creating, managing, and reviewing system integrations. It includes the following elements:

1. INTEGRATION USERS tab 
2. + INTEGRATION button

3. Integration builder


 

4. Integrations user table

  • Name column
  • Description column
  • Scope column
  • Active column
  • Last Updated date column

5. Integration user editor

+ integration button

The + INTEGRATION button is used to create a new custom integration user. When selected, it opens the integration builder, where admins define the integration’s identity, scope, and credentials.

This button is the starting point for configuring any new system-to-system connection.

integration builder

The integration builder is where custom integration users are configured. From this view, admins can:

  • Define the integration name and description
  • Assign scopes that determine which Neostella tools the system can access
  • Generate OAuth credentials and secrets used by the external system

The integration builder can be accessed either by clicking + INTEGRATION to create a new integration user or by selecting an existing integration user from the table to edit it.

These credentials aren’t stored, so once generated, make sure to copy and use them to establish the connection between the third party app/component and our API.

integration users table

The integration users table displays all custom integration users (excluding system integration users). Each row represents a configured system identity:

Column NameDescriptionExample
NameCustom name assigned to the system being integratedAutomations
DescriptionDescription of the integration user and its intended purposeIntegration used to run automated workflows and background processes
ScopeNeostella tools and areas the integration can access. Scopes are used to limit and differentiate system behavior (for example, Finance-related tools vs. Document tools)Automations, Documents, Contacts
ActiveIndicates whether the integration user is currently activeYes
Last Updated DateShows the most recent update made to the integration user configurationFeb 3, 2026

integration user editor

The integration user editor is the management interface for individual integration users. From this editor, admins can:

  • View and update the integration name and description
  • Modify assigned scopes
  • Generate OAuth credentials
  • Activate or deactivate the integration user

This editor is the authoritative location for maintaining and auditing integration user configuration throughout its lifecycle.