In TalleFlow, connected accounts are no longer something only the business owner sets up. Any member of a business — the owner or a sub-account user — can connect their own Gmail, Outlook, or Zoom account, and then choose whether to keep it for themselves or share it with the rest of the business.
This article explains how member connections work, how sharing works, and where shared accounts show up when you send email or schedule meetings.
Personal vs. business connections
There are two ways an account can be connected in a business:
A business connection is connected once for the whole business. It is shared across the business account rather than tied to a single person. See Connected Tools in Business Settings for these.
A member connection is an account you connect under your own login. You can keep it private to you, or share it so other members of the business can use it.
Member connections are available for Google Workspace (Gmail), Microsoft 365 (Outlook), and Zoom.
Allowing members to connect their own accounts
Before members can connect their own accounts for a given tool, that tool needs to allow it. On each supported integration card you'll see an Allow members to connect their own account toggle.
When the toggle is on, members can connect their own Gmail, Outlook, or Zoom account for use inside the business.
When the toggle is off, only the business-level connection is available.
This toggle appears on the Google Workspace, Microsoft 365, and Zoom cards.
Connecting your own account
Open the Business Switcher (top-left) and select your business
Hover over your business name and click the ⚙️ gear icon
Go to Connected Tools → Integrations
Find the tool you want (Google Workspace, Microsoft 365, or Zoom) and click Connect
Complete the provider's authorization steps
When you return to TalleFlow, your account appears as a connected account showing the provider, the connected identity (your email address), and its status.
Sharing a connection with your business
After you connect your own account, you can choose to share it so other members of the business can use it. Shared accounts appear under the Shared business connections section, labeled with who shared them and the connected identity (for example, Shared by Vaasu Guduguntla / [email protected]).
A few things to know about sharing:
Both owners and sub-account users can connect an account and share it.
Only the person who connected an account can change its sharing settings.
If you don't share your account, it stays available only to you.
Where shared and member accounts are used
Sending email
When you compose an email (for example, from a project's Communications tab), the From: field lets you choose which connected account to send from. Any account you've connected, plus any account shared with you in the business, appears as a selectable sender — for example a business Gmail address alongside a shared info@ address.
Pick the sender you want before sending. The email is sent from the account you select.
Scheduling Zoom meetings
When you schedule a video meeting and choose Zoom, a connected or shared Zoom account is used to generate the meeting link. For full steps, see Zoom Integration in TalleFlow.
Good to know
Member connections currently cover Gmail, Outlook, and Zoom. Other tools remain business-level connections.
Connections are per-business. If you work in more than one business, you connect (and optionally share) accounts separately in each.
A shared account only becomes usable to others once sharing is turned on by the person who connected it.