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changes.mady.by.user 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:

Go to
Ui steps
sizesmall


Ui step

Go to Setup > Settings

and

 and click on the

"Tokens"      2.

Tokens link.

 

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Ui step

 If a new token needs to be created, click on

the

the New Token

green       3. Select which Token Type needs

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

 

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Ui step

 Select which Token Type needs to be added: Company, Customer or

Customer

 Vendor.

 

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info


Info

The type of 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.

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
  • the Generate button
and
  •  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
  • on Save.

 

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     4.  If


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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