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Andres Toledo

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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
Go to
sizesmall


Ui step

Go to Setup > Settings

and

 and click on the

"Tokens"

Tokens link.

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Ui step
If

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

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Ui step
Select

 Select which Token Type needs to be added: Company

 or Customer.
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 Input

, 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
by
  • of numbers and letters. If the token was created for a Customer, the token must be sent to the customer.
  • Click on Save.
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Ui step

If the token needs to be edited, go to the

"

Actions

" column

 column, click on

"

Edit

" and

 and Save.


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InfoThe 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.

 

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