Summary
A connection in MirrorWeb Insight is a data source that captures communications for a given platform. This article covers creating a single connection from the Connections page. The flow has two stages: selecting a platform and entering the connection details. Some platforms (such as email, Microsoft Teams and Slack channels) use a separate, multi-page central onboarding flow — see "How to set up a central connection" for those.
Prerequisites
Login credentials to MirrorWeb Insight
Admin access for the organisation
At least one licensed platform available for the organisation (if none are available, the page shows "No licensed platforms available. Contact your Customer Success agent to request access.")
Step-by-Step Instructions
Step 1: Open the Connections page
In the Connection management area, select Connections from the sidebar. The page is headed Connections with the subtext "Manage connections for" your organisation.
Step 2: Start a new connection
Click the Add connections button (top right), then choose New Connection from the menu.
Step 3: Select a platform
You are taken to the New connection page, which shows two stages: Platform selection and Connection details. On the Platform selection stage, choose the platform you want to connect by clicking its card.
If you have used all your licenses for a platform, clicking the card shows a "License quota reached" message and offers to request more licenses.
Step 4: Enter the connection details
On the Connection details stage, complete the form. The fields depend on the platform:
For most platforms: Connection name ("Enter an optional name for this connection.") and Admin email address ("This is used as a point of contact for this connection.").
For mobile platforms (e.g. WhatsApp, iMessage): Connection name, User email address ("This is where the connection invite will be sent to."), and Phone number ("The phone number we'll be tracking for this connection."). iMessage also shows a Login type field.
Step 5: Create the connection
Click Create connection to save. You can use Previous to return to platform selection. If a connection with the same name already exists for that platform, an error toast is shown ("... connection with the name ... already exists").
Notes
Note: After creation, the new connection appears in the Connections table with a status badge. Newly created connections show as Unactivated until activated; other statuses are Connected, Pending, Expired, Deauthorized, Static and Removed.
Note: For platforms that require authentication (OAuth and mobile platforms), you send a connection invitation email separately from the Connections table or the Actions menu.