Overview

To setup a token, please follow these instructions:

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

Image Removed

1. Image Added
   
   
2. If a new token needs to be created, click on

1. the New Token

1.  green button located on the right hand side of the window.
   

Image Removed

1. Image Added
   
   
2. Select which Token Type needs to be added: Company

1.  or Customer.
   

Image Removed

1. Image Added
   
   
2.  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

1. • the Generate button

1. •  and the system will create a token composed by numbers and letters. If the token was created for a Customer, the token must be sent to the customer.
   • Click

1. • on Save.

Image Removed

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

Image Removed

1. 
   
   Image Added