> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/administration/system-settings/connections/choose-connection-type-and-direction.md).

# Choose Connection Type and Direction

**Audience:** Super Admin, Admin, Supervisor\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-03

## Purpose

Use this guide to open the Connections landing page, choose the connection type you want to manage, and switch the direction of the connection view.

## Before you start

* You must be signed in to Compassly.
* You must be able to open **System settings → Connections**.

## How to get there

1. Sign in to Compassly.
2. In the left navigation, select **System settings**.
3. Select **Connections**.

## Steps

1. On the **Connections** landing page, open the **Connection type** dropdown.
2. Select one of the available connection types:
   * **Clients to team members**
   * **Team members to team members**
   * **Locations to users**
   * **Services to team members**
   * **Teams to team members**
3. In the **Access type** control, review the current direction.
4. If needed, use the center switch button to flip the direction of the connection view.
5. Click **Apply**.

## What the switch button does

The switch button changes what you are searching for and what you are managing.

Examples:

* **Client → team members** means you start from one client and see which team members are connected to that client.
* **Team member → clients** means you start from one team member and see which clients are connected to that team member.

## Role differences

* **Super Admin / Admin / Supervisor:** Can open the Connections landing page and load connection views.
* **Clinician / Basic:** Do not have access to the Connections section based on the current permissions matrix.

## What happens next

After you click **Apply**, Compassly opens the selected connection view. Continue to the guide for that specific connection type and direction.

## Related guides

* [Connections](/compassly-docs/administration/system-settings/connections.md)
* [Clients to Team Members](/compassly-docs/administration/system-settings/connections/clients-to-team-members.md)
* [Team Members to Team Members](/compassly-docs/administration/system-settings/connections/team-members-to-team-members.md)
* [Locations to Users](/compassly-docs/administration/system-settings/connections/locations-to-users.md)
* [Services to Team Members](/compassly-docs/administration/system-settings/connections/services-to-team-members.md)
* [Teams to Team Members](/compassly-docs/administration/system-settings/connections/teams-to-team-members.md)


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