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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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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:

Ui steps
sizesmall


Ui step

Go

to

to Setup > Settings

and

 and click on the

"Tokens"      2.  If you want to create

Tokens link.

 

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Ui step

 If a new token needs to be created, click on

the

the New Token

green

 green button

locates      4.

located on the right-hand side of the window.

 

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      3. Select which Token Type you want to add, Company or Customer.

 

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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.


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
methods that you want to grant access to
  • method needed from the list available, in this case
"
  • , inventory.add
".
  • Click on
the
  • the Generate button
and
  •  and the system will create a token composed
by
  • of numbers and letters. If the token was created for
Customer you need to send that token to your customer. 
  • Click on Save.

    •  

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

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    • 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. 

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