Connecting Third-Party Accounts

Overview

The Connected Accounts section in your settings shows integrations between your StartGlobal account and external services such as bank accounts. You can see the connection status of each linked account, reconnect accounts that require attention, and disconnect accounts you no longer need. This guide walks you through managing your connected accounts.

Before You Begin

1. Navigate to Connected Accounts

1. Click your profile avatar (circle with your initials) in the top-right corner of the navbar, then select "Settings" from the dropdown menu.

   What you will see

   The Settings page with multiple tabs.

2. Open the Connected Accounts Tab

1. Click the "Connected Accounts" tab, described as "Bank accounts and integrations."

   What you will see

   A list of all connected third-party accounts. Each item displays:

   • The service logo (e.g., Mercury, RelayFi).
   • The account name or service name.
   • A status indicator showing either "Connected" or "Reconnection required."

3. Review Account Statuses

1. Scan the list to check the status of each connected account.

   What you will see

   Accounts with an active connection will show "Connected" in their status. Accounts that need attention will show "Reconnection required."

4. Reconnect an Account

1. For any account showing "Reconnection required," click on the account or the reconnect option.

   What you will see

   You will be directed to re-authorize the connection with the third-party service. Follow the prompts to re-establish the connection.

2. What you will see

   Once reconnected, the status will update to "Connected."

5. Disconnect an Account

1. Locate the account you want to disconnect and click the "Disconnect" option.

   What you will see

   A confirmation prompt asking you to verify the disconnection.

2. Confirm the disconnection.

   What you will see

   The account will be removed from your connected accounts list or its status will update to reflect the disconnection.

What Happens Next

• Connected accounts provide data integration between StartGlobal and your external services.
• Disconnecting an account will stop data sharing between the platforms.
• If you reconnect later, you may need to re-authorize access.
• Any features that depend on the connected account (such as accounting integrations) will be affected by disconnection.