Overview
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Tokens are an authentication mechanism that allows access to the API methods for the company. |
To setup a token, please follow these instructions:
- Go to Setup > Settings and click on the "Tokens" link.
- If a new token needs to be created, click on the New Token green button located on the right-hand side of the window.
- Select which Token Type needs to be added: Company or , Customer or Vendor.
- 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.
- If the token needs to be edited, go to the "Actions" column, click on "Edit" and Save.
| Info |
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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. |