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Integrations is the hub page at /settings/integrations where administrators view and manage all active and available third-party integrations for the current organization, including telephony (RingCentral), email (Gmail/Google Workspace/Entra ID), and custom integrations.

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Overview

The page uses useOrganization, useIntegrationMutation, useEntraConfig, useRingCentralSetup, and useTelephonySettings to show the current connection status for known integration types. The IntegrationList component renders all integrations. The IntegrationForm dialog supports creating and editing integrations. Status indicators show whether Gmail, RingCentral, and Entra are configured. Sub-pages for specific integrations include:
  • /settings/integrations/gmail — Gmail
  • /settings/integrations/entra — Entra ID (see Entra docs)
  • /settings/integrations/ringcentral — RingCentral
  • /settings/integrations/:integrationId — Integration Details

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Who it’s for

Requires permission pf.integrations.view. Creating and editing integrations additionally requires pf.integrations.manage (enforced in IntegrationDetail).

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Before you start

  • You must hold pf.integrations.view.
  • Consult your IT team before adding or modifying integration credentials.

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Steps

  1. Navigate to Settings → Integrations (/settings/integrations).
  2. Review the list of integrations and their connection status indicators.
  3. To add a new integration, click Add Integration and complete the form dialog.
  4. To edit an existing integration, click the edit action on its row.
  5. To view full details for an integration, click its row to navigate to /settings/integrations/:integrationId.

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Viewing an integration

Integration Details is the page at /settings/integrations/:integrationId that displays the full configuration detail for a specific integration, identified by its integrationId URL parameter. The page resolves the integrationId from the route params and renders the IntegrationDetail component. A breadcrumb label is set dynamically (truncated to 8 characters of the ID) via useBreadcrumbLabel. If the integrationId is missing or invalid, an error state with a back link to /settings/integrations is shown. The route itself requires pf.integrations.view, and the component also wraps in a RequirePermission gate for the same permission.
  1. Navigate to Settings → Integrations (/settings/integrations).
  2. Click the integration you want to inspect.
  3. Review the integration configuration, status, and available actions in the detail view.
  4. Use the back button to return to the integrations list.

Platform Foundation

Platform Foundation overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/settings/pages/IntegrationsPage.tsx
  • src/platform/integrations/hooks/useIntegrationMutation.ts
  • src/platform/settings/pages/IntegrationDetailPage.tsx
  • src/platform/integrations/components/IntegrationDetail.tsx