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Overview

Excerpt

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

 

To setup a token, please follow these instructions:

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

 

 

     2.  If you want to create a new token needs to be created, click on the New Token green button locates located on the right hand side of the window.

 

 

      3. Select which Token Type you want to add, needs to be added: Company or Customer.

 

Info

The token type Customer will only have access to one method. This method for the customer is so they can have access to all the invoices information.

     4.  Input the information requested in order to complete the process:

  • Enter the token description, for example "managing inventory".
  • Select the API methods that you want to grant access tomethod needed from the list available, in this case "inventory.add".
  • Click on the Generate button and the system will create a token composed by numbers and letters. If the token was created for Customer you need to send that token to your customer. a Customer, the token must be sent to the customer.
  • Click on Save.

 

 

     4.  If you want to edit a token you can go under the token needs to be edited, go to the "Actions" column, click on "Edit" . Save your changes once you are doneand Save.