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Overview


Excerpt

Tokens are an authentication mechanism that allows access to the API methods for the company.

 


To setup a token, please follow these instructions:

Ui steps
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Ui step

Go to Setup > Settings and click on the "Tokens" link.


Ui step

 If a new token needs to be created, click on the New Token green button located on the right-hand side of the window.


Ui step

 Select which Token Type needs to be added: Company, Customer or Vendor.


Info

The type of token you select will depend on the actions and the role you require to be performed. For more details regarding the methods for each type, please, visit:



Ui step

 Input the information requested in order to complete the process:

  • Enter the token description, for example, "managing inventory".
  • Select the API method needed from the list available, in this case, "inventory.add".
  • Click on the Generate button and the system will create a token composed of numbers and letters. If the token was created for a Customer, the token must be sent to the customer.
  • Click on Save.


Ui step

If the token needs to be edited, go to the "Actions" column, click on "Edit" and Save.