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Connect your workspace to an existing Kordless Account through an explicit connection request. The Account remains independent — your workspace gains access only after the Account’s administrator accepts.

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Before you start

  • You must be an organization admin.
  • Accounts must be enabled for your workspace. See Enable Accounts.
  • Obtain the Kordless Account ID from the third-party business. This is a UUID that identifies their Account in Kordless.
  • Decide the access level your workspace should have. See Access levels.
  • Decide who pays for this Account’s active Book use. See Billing responsibility.
Create and connect are separate procedures because one creates a commercial identity and the other creates a relationship to an existing identity. If the business does not yet have a Kordless Account, use Create an Account instead.

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Steps

1

Open Accounts and click Add Account

In the sidebar, open Accounts. Click Add Account to open the onboarding form.
2

Choose Connect existing

The Add Account page shows two tabs: Create new and Connect existing. Select Connect existing to request access to an Account that already exists in Kordless.
3

Enter the Kordless Account ID

Type or paste the Account ID. The field expects a UUID in the format 00000000-0000-0000-0000-000000000000.The Account remains independent. Its administrator must accept this connection before access begins.
4

Choose the access level

Select the access your workspace should have for this Account:
  • View only — Inspect readiness, Book state, Quotes, and Settings.
  • Integration access — Use the Account through approved API and component surfaces.
  • Full access — Operate the Book and approved commercial workflows.
Access can be reduced or revoked later. See Access levels.
5

Choose billing responsibility

Select who pays for this Account’s active Book use:
  • This workspace pays — Your workspace is billed for the connected Account’s active Books.
  • The connected Account pays — The connected Account is billed for its own use.
Billing responsibility is explicit and separate from access. See Billing responsibility.
6

Click Send connection request

Click Send connection request. Kordless creates a pending connection. The Account appears in your portfolio with an “Awaiting acceptance” status.

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Success

You are redirected to the Accounts portfolio filtered to pending connections. The connected Account appears with an Awaiting acceptance chip. Access begins only after an administrator for the connected Account accepts the request.
A pending connection does not grant access. Until the connected Account’s administrator accepts, your workspace cannot view, integrate, or manage the Account.

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If it does not work

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Next

Access levels

What view, integration, and full access mean for a connected Account.

Monitor connected Accounts

Inspect readiness and status across connected Accounts.