Knowledge Base
Admin
Integration Setup
Features Overview
How To
- Data Retrieval
- Communication Center: How to turn on your communication methods
- Docusign: Go Live Process
- DocuSign: Creating Templates
- SSO Setup
- Provisioning API Client
- User provisioning: API
- Changing user's email
- Reset User Passwords
- Provide Access to Users
- New Users: Add, Delete, Modify
- Configuring Google Single Sign On
- Assign Seats and Licenses
Provisioning API Client
Though this is better covered in our User Guide document, we are going to repeat the steps here, to ensure successful setup.
- Create API client in your Organization
- Navigate to Admin -> API Clients -> Create Client
- Copy the Client Name and Secret Key or download it.
- Navigate to the API Client page you created
- Configure appropriate access for the client (Instance Access, Roles, Security Policies)
Reminder: Security Policies and Roles are defined in the Designer and assigned in the Admin
For this example we will assume Client Name is VBOPNRYRWJIP and Secret Key is +}B{KGTG6#zG%P;tQm0C