improvement(search): clarify integration approval and setup (#7673)

Author: waleedlatif1

apps/docs/content/docs/search/confluence.mdx

@@ -20,7 +20,7 @@ Admin setup uses your organization's **Settings → Sources** page. Teammates co
 | **Central account** | One account syncs content, space permissions, page restrictions, and group membership. | Connect their own Confluence account so Sim can match their Atlassian identity to those permissions. |
 | **Member accounts** | Sim syncs content separately through connected members' accounts. | Connect their own Confluence account to establish which pages they can access. |
 
-Adding a source from **Settings → Sources → Confluence → Sources** opens central account setup. Use this when one account can read the intended spaces and their permissions. For a member source, start **Connect account** from **Integrations** in the main sidebar after an admin adds Confluence. Available methods depend on your organization's enabled features.
+Selecting **Add source** on Confluence's integration page opens central account setup. Use this when one account can read the intended spaces and their permissions. For a member source, start **Connect account** from **Integrations** in the main sidebar after an admin allows Confluence. Available methods depend on your organization's enabled features.
 
 **Everyone still connects in both methods.** With a central account, teammates supply their identity; they do not configure another central crawl or choose spaces again.
 
@@ -40,7 +40,7 @@ On hosted Sim, personal connections authorize the existing Sim app. Teammates do
 
 ### Choose Confluence
 
-Open **Settings → Sources → Add integration** and choose **Confluence**. On its **Sources** tab, select **Add source**. If Confluence is already listed, open it directly. **Setup guide** opens this guide from the source form.
+Open **Settings → Sources** and turn on **Confluence** under **Allowed in Sim Search**. Select **Set up** (or **Manage** if sources already exist), then **Add source**. **Setup guide** opens this guide from the source form.
 
 </Step>
 <Step>
@@ -79,9 +79,9 @@ Each teammate completes this last step. A previously authorized account may alre
 
 ## Connect member accounts
 
-After an admin adds Confluence, open **Integrations** in the main sidebar and select **Connect account**. If there is no source yet, enter **Confluence Domain** and **Space Keys**, then select **Connect** and authorize your account. For another site or space scope, use **Add source** beside **Add another Confluence source**.
+After an admin allows Confluence, open **Integrations** in the main sidebar and select **Connect account**. If there is no source yet, enter **Confluence Domain** and **Space Keys**, then select **Connect** and authorize your account. For another site or space scope, use **Add source** beside **Add another Confluence source**.
 
-An admin can open the resulting source under **Settings → Sources → Confluence → Sources** and use **Settings** to adjust its filters. **Account for browsing** helps populate the space picker; it does not connect that account for Search. Manual space keys work without a browsing account.
+An admin can open **Settings → Sources**, select **Manage** beside **Confluence**, and open the source's **Settings** tab to adjust its filters. **Account for browsing** helps populate the space picker; it does not connect that account for Search. Manual space keys work without a browsing account.
 
 ## Using a service account
 
@@ -168,7 +168,7 @@ Existing organization members see the configured Confluence source and their own
 
 With a central account, Sim applies space access together with the page's restrictions and inherited ancestor restrictions. Group membership is refreshed in the background. With member accounts, each person's provider listing determines the pages available to them. A Sim organization admin does not automatically receive access to every Confluence document.
 
-New content and permission changes require a sync and processing before Search reflects them. Open **Settings → Sources → Confluence → Sources → [source]** to inspect **Documents**, edit **Settings**, or review **Sync history**. If your own account needs authorization again, use **Reconnect** in the main Integrations page. Where available, the provider's **Accounts → Request connections** sends account connection requests; these do not invite people to the Sim organization.
+New content and permission changes require a sync and processing before Search reflects them. Open **Settings → Sources**, select **Manage** beside **Confluence**, then open the source to inspect **Documents**, edit **Settings**, or review **Sync history**. If your own account needs authorization again, use **Reconnect** in the main Integrations page. Where available, the provider's **Accounts → Request connections** sends account connection requests; these do not invite people to the Sim organization.
 
 ## Troubleshooting
 

apps/docs/content/docs/search/connect-your-account.mdx

@@ -7,7 +7,7 @@ import { Callout } from 'fumadocs-ui/components/callout'
 import { Step, Steps } from 'fumadocs-ui/components/steps'
 import { Image } from '@/components/ui/image'
 
-Your admin adds the integration and can configure shared source filters. You connect your own account so Sim can establish what you are allowed to search. Admins connect their own accounts through the same flow.
+Your admin allows the integration and can configure shared source filters. You connect your own account so Sim can establish what you are allowed to search. Admins connect their own accounts through the same flow.
 
 <Steps>
 <Step>
@@ -21,7 +21,7 @@ Accept your Sim organization invitation or sign in through your organization's S
 
 ## Open Integrations
 
-Open **Integrations** in the main sidebar, find the provider or source, and select **Connect account**. Your first connection may ask for a GitHub repository, Confluence domain and space keys, or Jira domain and project keys. Enter the required fields and select **Connect**. If the provider is missing, ask an organization admin to add it under **Settings → Sources**.
+Open **Integrations** in the main sidebar, find the provider or source, and select **Connect account**. Your first connection may ask for a GitHub repository, Confluence domain and space keys, or Jira domain and project keys. Enter the required fields and select **Connect**. If the provider is missing, ask an organization admin to turn it on under **Settings → Sources → Allowed in Sim Search**.
 
 Use **Add source** beside **Add another [provider] source** when you need another supported repository, site, or project scope. Connecting an existing source does not ask you to configure it again.
 
@@ -72,7 +72,7 @@ An account connection request does not invite you into the Sim organization. You
 
 Select **Your accounts** on the main Integrations page to open your personal **Connected accounts** settings. Use **Reconnect** to renew an organization account connection or **Disconnect** to withdraw it. Disconnecting stops that account from being used for organization indexing and workflows, and removes Search access that depends on it.
 
-Admins can select **Manage sources** to open organization setup, then open an integration's **Sources** and **Accounts** tabs. This does not grant the admin access to every document.
+Admins can select **Manage sources** to open organization setup, then select **Manage** beside an integration to open its **Sources** and **Accounts** tabs. This does not grant the admin access to every document.
 
 ## If you get stuck
 
@@ -85,7 +85,7 @@ Admins can select **Manage sources** to open organization setup, then open an in
 | **Verify email** | Verify your Sim email, then reopen the connection link. |
 | Expired or cancelled authorization | Return to the original connection page and start again. If the invitation itself expired, ask the admin for a new request. |
 | Access revoked | Ask the organization admin to restore your account contribution access before reconnecting. |
-| Needs admin attention | Ask your admin to open **Settings → Sources → [integration] → Sources → [source]** to inspect its error. |
+| Needs admin attention | Ask your admin to open **Settings → Sources**, select **Manage** beside the integration, and open the source to inspect its error. |
 
 <Callout type="info">
   Your Sim role does not override document access at the source. Connecting a different account or receiving a Search link does not share someone else's mailbox, private calendar, or restricted documents with you.

apps/docs/content/docs/search/github.mdx

@@ -102,7 +102,7 @@ In the App's sidebar, choose **Install App**, select the target account, and gra
 
 ### Open GitHub setup
 
-As a Sim organization admin, open **Settings → Sources → Add integration** and choose **GitHub**. On its **Sources** tab, select **Add source**. If GitHub is already listed, open it directly.
+Open **Settings → Sources** and turn on **GitHub** under **Allowed in Sim Search**. Select **Set up** (or **Manage** if sources already exist), then **Add source**.
 
 </Step>
 <Step>
@@ -131,7 +131,7 @@ You can instead select an existing account under **Sync documents with** to supp
 
 Open **Integrations** in the main sidebar, select **Connect account** on the GitHub source, and authorize the App. Teammates repeat this step after joining the Sim organization. For private repositories, both the person's account and the App installation must have access. GitHub also permits App user tokens to read public repositories without an installation; see [GitHub's permission rules](https://docs.github.com/en/apps/creating-github-apps/registering-a-github-app/choosing-permissions-for-a-github-app).
 
-With **Connected members**, indexing begins after someone connects. A dedicated indexing account can start syncing immediately; each teammate still connects before searching. Open **Settings → Sources → GitHub → Sources → [source]** to inspect **Documents**, edit **Settings**, or review **Sync history**.
+With **Connected members**, indexing begins after someone connects. A dedicated indexing account can start syncing immediately; each teammate still connects before searching. Open **Settings → Sources**, select **Manage** beside **GitHub**, then open the source to inspect **Documents**, edit **Settings**, or review **Sync history**.
 
 Use **GitHub → Accounts → Request connections** to send provider-specific connection requests. These requests do not grant organization membership. For another repository, add another source; members can also use **Add another GitHub source** in the main Integrations page.
 

apps/docs/content/docs/search/gitlab.mdx

@@ -49,7 +49,7 @@ The token must read the project, users, inherited project membership, instance s
 
 ### Configure the source in Sim
 
-Open **Settings → Sources → Add integration** and choose **GitLab**. On its source list, select **Add source**. If GitLab is already listed, open it directly. Paste the **Personal Access Token**, enter your **Host** and **Project**, and choose the content to index.
+Open **Settings → Sources** and turn on **GitLab** under **Allowed in Sim Search**. Select **Set up** (or **Manage** if sources already exist), then **Add source**. Paste the **Personal Access Token**, enter your **Host** and **Project**, and choose the content to index.
 
 | Field | What to enter |
 |---|---|
@@ -74,7 +74,7 @@ Select **Connect & Sync**. Sim validates the token and source policy, then start
 
 Invite teammates to the Sim organization using their verified work email. Sim matches that email against the GitLab directory and applies project, feature, and confidential-issue permissions. No GitLab **Connect account** step is required.
 
-Admins open **Settings → Sources → GitLab → [source]** to inspect **Documents**, edit **Settings**, or review **Sync history**. GitLab has no personal **Accounts** tab. Permission and membership changes are picked up during background refreshes.
+Admins open **Settings → Sources**, select **Manage** beside **GitLab**, then open the source to inspect **Documents**, edit **Settings**, or review **Sync history**. GitLab has no personal **Accounts** tab. Permission and membership changes are picked up during background refreshes.
 
 </Step>
 </Steps>

apps/docs/content/docs/search/gmail.mdx

@@ -18,9 +18,9 @@ These steps require a Sim organization admin.
 <Steps>
 <Step>
 
-### Add Gmail
+### Set up Gmail
 
-Open **Settings → Sources → Add integration** and choose **Gmail**. On its **Sources** tab, select **Add source**. If Gmail is already listed, open it directly. Gmail uses member accounts; there is no domain-wide or service-account crawl in Search.
+Open **Settings → Sources** and turn on **Gmail** under **Allowed in Sim Search**. Select **Set up** (or **Manage** if sources already exist), then **Add source**. Gmail uses member accounts; there is no domain-wide or service-account crawl in Search.
 
 </Step>
 <Step>
@@ -51,7 +51,7 @@ Teammates follow these same steps after joining the organization. Once an admin
 
 ## Source options
 
-An admin opens **Settings → Sources → Gmail → Sources → [source] → Settings** to change these options. Filters apply separately to each connected mailbox. **Documents** shows indexed threads and **Sync history** shows recent runs.
+An admin opens **Settings → Sources**, selects **Manage** beside **Gmail**, and opens the source's **Settings** tab to change these options. Filters apply separately to each connected mailbox. **Documents** shows indexed threads and **Sync history** shows recent runs.
 
 | Option | Behavior |
 | --- | --- |

apps/docs/content/docs/search/google-calendar.mdx

@@ -18,9 +18,9 @@ These steps require a Sim organization admin.
 <Steps>
 <Step>
 
-### Add Google Calendar
+### Set up Google Calendar
 
-Open **Settings → Sources → Add integration** and choose **Google Calendar**. On its **Sources** tab, select **Add source**. If it is already listed, open it directly. Search uses member accounts; an admin or service account cannot connect on behalf of everyone.
+Open **Settings → Sources** and turn on **Google Calendar** under **Allowed in Sim Search**. Select **Set up** (or **Manage** if sources already exist), then **Add source**. Search uses member accounts; an admin or service account cannot connect on behalf of everyone.
 
 </Step>
 <Step>
@@ -53,11 +53,11 @@ Keep the default date range for the previous and next 30 days. **More options**
 2. In the connection tab, choose the Google account whose verified email matches your Sim email. Grant the requested permissions.
 3. Return to Integrations to see indexing status and your searchable document count.
 
-Teammates repeat only these connection steps after joining the organization. They do not need to configure the source. An admin can send connection requests from **Settings → Sources → Google Calendar → Accounts → Request connections**. These requests do not grant organization membership. Connecting Gmail or Google Drive does not replace the Calendar connection.
+Teammates repeat only these connection steps after joining the organization. They do not need to configure the source. An admin can send connection requests from **Settings → Sources**: select **Manage** beside **Google Calendar**, then **Accounts → Request connections**. These requests do not grant organization membership. Connecting Gmail or Google Drive does not replace the Calendar connection.
 
 ## Source options
 
-An admin opens **Settings → Sources → Google Calendar → Sources → [source] → Settings** to change these options. **Documents** shows indexed events and **Sync history** shows recent runs.
+An admin opens **Settings → Sources**, selects **Manage** beside **Google Calendar**, and opens the source's **Settings** tab to change these options. **Documents** shows indexed events and **Sync history** shows recent runs.
 
 | Option | Behavior |
 | --- | --- |