How to Log in a Client to DocuGen on Their Monday.com Board?

Platform discussions monday apps & integrations
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Hi community,

We’ve been working with one of our clients on a project that integrates DocuGen within their Monday.com board. We’re now nearing project sign-off and want to ensure the client is properly logged in to the DocuGen app on their own Monday account.

However, we’ve noticed that the DocuGen app doesn’t offer a visible login/logout switch within Monday.com. Has anyone dealt with this before or found a way to switch user sessions or log in a new client to DocuGen?

Any guidance on how to securely and correctly connect the client’s DocuGen account to their Monday board would be greatly appreciated.

Thanks in advance!

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I use Docugen, I don’t recall needing to ‘login’ as much as just ‘authorizing’ the app on the Integrations section. Their support is great and responsive, have you reached out to them? support@pioneera.io