Connected programs and access keys

A program can work in Talemo on behalf of a person. It acts with that person's rights and only in the businesses the person chose. Two ways exist: a connection that the person allows on a Talemo page, and an access key.

Connecting Claude or ChatGPT

The connection is started in the program itself: Talemo is added there as a connector. The program sends the person to a Talemo page, Allow "Program" to work in Talemo?, which says:

• the program will see what the person sees: clients, records, conversations, catalogs;
• it will do what the person can do, and what Talemo always confirms with the person waits for their Allow;
• it will never change the password, the email or the sign-in methods, or delete the account.

The person checks the businesses the program may work in and presses Allow. A program that Talemo has not checked is marked The program is not verified, with the advice to allow it only if the person connected it themselves. A person without a business sees Nothing to connect yet. Talemo sends the letter Program connected.

The account sheet, under Connected programs, lists them with the date and the last use. Disconnect stops the program seeing the businesses at once, and it can be connected again from the program. Settings → Other programs shows, for one business, what was connected by people, and Disconnect there removes a program from this business only; in the person's other businesses it keeps working.

Access keys

A key is for programs on a computer, such as Claude Desktop, where Talemo works without signing in through a browser. It acts on behalf of the person who created it, with their rights, and only in this business.

Settings → Other programs → Create key:

1. Enter a Name, so that it is clear later what to revoke.
2. Choose how long it is Valid for: 30 days, 90 days or a year. Keys without an end date do not exist.
3. Talemo shows the key once. Copy it then; a lost key is revoked and a new one created. The page explains how to connect it to Claude Desktop: Settings → Developer → Edit config, paste the setting that already holds the key, restart Claude.

Creating a key asks for a sign-in no older than 10 minutes. Revoke takes the key away at once, and its program loses access to the business. A key also stops when its owner is removed from the business or the business is closed, and it does not come back when a business is restored.

What a connected program sees

A program connected with a business key works in one business. talemo_list_businesses names that business, and another is refused. A missing, revoked or expired key is answered as requiring authorization, and the person creates a new key. A program cannot top up the balance or give the online admin its rights; a person does that in Talemo (see Team and roles).