Enabling and using the Relyance AI integration

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Available for User roles Super Admin, Admin, Team Member, Limited Team Member
Can only be configured by Super Admins
Packages All Lever packages

The Relyance AI integration will sync Lever meta-data to the Relyance AI platform for the purposes of identifying any personal identifiable information (PII).

Relyance AI enables your entire organization to manage privacy and data protection with a one-stop solution. Mapping to your legal and technical sources of truth, Relyance AI embeds within existing business processes so engineers can speak contract and lawyers can speak code. Data-driven insights keep everyone focused on the most important privacy issues. 

Setting up the Relyance AI integration

 

You must have an access role of Super Admin in Lever in order to set up the integration. You must be a team or organization with admin rights in Relyance AI to install this integration.

To integrate Lever with Relyance AI, follow the OAuth2 flow:

  • In Relyance AI, log in to your Relyance account
  • Navigate to the Settings menu located at the bottom left-hand side
  • Select Integrations
  • Click on the Vendor Integration tab
  • Find the Lever integration card and click Configure
  • In the Connection Settings section, under Create Connection, click on the drop-down menu
  • Select OAuth2 / App Token from the drop-down menu.

Connection settings in Relyance AI; authentication method is set to OAuth2

  • Click Save
  • This will bring you to Lever to authorize the Relyance AI integration
  • On the modal, review the list of requested permissions; click Accept

Authorization modal with permissions listed

 

Connection confirmation message in Relyance AI

 

Disabling the Relyance AI integration

  • In Lever, navigate to Settings > Integrations and API
  • Under the Authorized Apps tab, locate the 'Relyance AI' app
  • Click Revoke Access to disable the integration
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