Setting up Coda Pages as a Source

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Coda Access: The authenticating user must have access to the Coda workspace and associated Documents and Pages. You'll need to generate an API key (Bearer Token) from your Coda account.

Setup uses an API Key (Bearer Token) for authentication. What gets synced depends on the customer’s Coda plan:

• Enterprise plan: Guru syncs Documents, Pages, Permissions, Users, and Groups. Permissions are inherited from Coda automatically.
• Free, Pro, Team plans: Guru syncs Documents and Pages. Permissions must be configured manually in Guru after setup.

Setting up Coda Pages as a source

1. In Guru, go to Manage
2. Select Sources, then click Add Source.
3. Choose Coda Pages from the list of integrations.
4. Authenticate using your Coda API key (Bearer Token). What gets synced depends on the customer’s Coda plan:
   1. Enterprise plan: Guru syncs Documents, Pages, Permissions, Users, and Groups. Permissions are inherited from Coda automatically.
   2. Free, Pro, Team plans: Guru syncs Documents and Pages. Permissions must be configured manually in Guru after setup.
5. Add a display name for the Source (optional) and click Connect Source.
6. If you do not inherit permissions with the Admin API Token, choose which Guru Groups should have access to this content.

Objects synced from Coda Pages

Primary objects are the objects used to generate the search record.

Permissions

When setting up Coda Pages you can either establish permissions in Guru, or inherit them from Coda directly.

Inherited Permissions

• Only available for Coda Enterprise plan customers. If you're on an Enterprise plan, permissions are inherited automatically from Coda. The authenticating user will first define the scope of content that will be synced based on what they have access to, and others' access within that will be respected.

Setting up Permissions in Guru

• For Free, Pro, and Team plan customers, you must set up permissions manually in Guru. Learn more here. If someone is not provided with access in Guru to this source, they will not see Coda Pages results in searches or when chatting with Guru.