Extensions

Extensions add embedded tools or external links to workspace navigation. Examples include Calendly, Airtable, Google Sheets, Typeform, Jotform, YouTube, custom iframes, and external links.

Add an Extension

1. Open Workspace Settings > Extensions and choose Add Extension.
2. Select an extension type.
3. Choose its audience and scope: all organizations, all team members, individual organizations, or individual team members.
4. Enter the name and configuration URL. You can also upload an icon.
5. Save and check the extension in the appropriate portal.

Workspace settings management requires manage_workspace_settings. Available extensions can also depend on the workspace plan.

Global and Local Configuration

A global extension uses its configured URL for the chosen audience. A local extension lets each organization or team member have its own URL; its default URL can be left empty during setup.

Open the installed extension to manage organization or team-member configurations. Add, update, or remove these local values as needed. Check that you have chosen the correct scope when an extension opens the wrong content.

Manage an Extension

From Workspace Settings, edit the installed extension, toggle it enabled or disabled, or remove it. These controls manage the workspace's configuration; there is no extension-version update workflow to maintain.

Troubleshooting

• Missing navigation item: Check enabled status, audience, scope, and plan access.
• Blank embedded page: Confirm the URL is valid and the external service allows embedding. Some services require a dedicated embed URL.
• Wrong content for one organization or teammate: Review that local configuration and its default URL.