SendGrid

the platform reads your SendGrid account’s teammates through the SendGrid v3 API so you can review who has access.

attention to

Create the API key with Full Access, or with Custom Access and the Teammates permission set to at least Read Access. A Billing Access key will not work: it reaches only the account’s billing endpoints, not the teammates endpoints the platform reads.

Prerequisites

• the platform organization administrator access
• SendGrid account owner or administrator access (an administrator holds every scope, including the Teammates permission the key needs)

Collected Fields

the platform field	SendGrid field	Notes
Name	first_name, last_name	Joined into a single name, and left empty when SendGrid holds neither
Email	email
Role	user_type	owner becomes Owner, admin becomes Admin, teammate becomes Teammate. When SendGrid returns no user_type, the role falls back to Admin or Teammate according to is_admin. Any other value is passed through as is
Admin	is_admin	Flagged as an administrator when is_admin is true
Status	Not supported
MFA	scopes	Read from the per-teammate detail endpoint. 2fa_required on its own reports MFA enabled and 2fa_exempt on its own reports it disabled. Both flags together, neither flag, or a failed detail fetch report unknown
Last login	Not supported
External ID	username	Stable identifier used to track the account across reviews. On a unified teammate it is the email address
Created at	Not supported

The account owner appears alongside the teammates. the platform skips any row that carries no email address.

Step 1: Create an API Key

1. In the SendGrid app, signed in as the account owner or an administrator, go to Settings > API Keys.
2. Click Create API Key, name it (e.g. Probo Access Review), and select Full Access, or Custom Access with the Teammates permission set to Read Access.
3. Click Create & View, copy the key (SG.…), and store it securely. SendGrid shows it only once and cannot retrieve it later.

Step 2: Connect in the platform

1. In the platform, go to Access Reviews > Sources > Add Source.
2. Find SendGrid, click API Key, paste the key, and click Connect.

the platform names the source after the company name on your SendGrid account profile and pulls its teammates into your campaigns.

Troubleshooting

• Key rejected. Confirm the key has Full Access, or Custom Access including the Teammates permission. A Billing Access key reaches only billing endpoints. If you did not copy the key value when you created it, you cannot recover it, so create a new key instead.
• No teammates appear. The key needs at least Read Access to Teammates. A short list can also be correct: Free and Essentials accounts allow one teammate per account, while Pro and higher allow up to 1,000.
• MFA is unknown for the account owner. SendGrid reports two-factor state through the auto-set 2fa_exempt and 2fa_required scopes. A full-access user, including the owner, holds every scope and therefore both flags, so the platform reports unknown.
• The source keeps its default name. The name comes from the company field on your SendGrid account profile. the platform keeps the default name when that field is blank, and when the key cannot read the profile. To have the platform pick the name up, fill in the company field and give the key read access to the account profile, or use a Full Access key.