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
- Read or Audit Data
- Reset User Passwords
- Provide Access to Users
- New Users: Add, Delete, Modify
- Google SSO Setup
- Assign Seats and Licenses to New Users
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