Your admin approves the provider and can configure shared source filters. You connect your own account so Sim can establish what you are allowed to search.
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, find the provider or source, and select Connect account. Your first connection may ask for required source settings, such as repository or project names. If the provider is missing, ask an organization admin to approve it.
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. 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 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. |
| Needs admin attention | Ask your admin to inspect Manage for the source 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.