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Adding API Accounts


Before adding an API account, you must add an API role and access group. See:

To add an API account:

  1. Click the user icon in the top right and click Admin > Global.

  2. Click Account Management on the left navigation column.

  3. Click the API Accounts tab.

    API Accounts Tab on Account Management Page

  4. Click the Add API Account button.

  5. Enter a Description.

  6. Select an API Role.

  7. Select an API Access Group.

  8. (Optional) Enter an Xref value.

  9. Click Add Account. The API Account Properties panel opens.

  10. Click the copy icon to copy the API token and store it someplace secure. As noted in the panel, you will not be able to access this token again and will have to regenerate the token if lost.

The new API account is added to the summary table.

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