Enabling the Relyance AI integration

Available for Roles Super Admin
Permissions • Manage API credentials and manage integrations
Packages LeverTRM, LeverTRM for Enterprise

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 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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