Creating Integration Users

To create a new integration user:

1. Go to the Integration Users log.
2. Click Create to open the Create User window.
3. Fill out the form.
4. Click Done.

The following explains each block and field in the Create User window:

General block

It provides general information about the integration user. The General block has the following fields:

• First Name
• Last Name
• Status
• Active
• Inactive
• Email
• Language (system default language)
• Description
• Time Zone (system default time zone)

Security block

It provides the ability to add "username" and "password" for a user. The Security block has the following fields:

• Username
• Password
• Confirm Password

Permissions block

It provides the ability to determine the permissions that the user has (for modules in Unifier). The Permissions block has the following fields:

Document Manager

• Folder Services
  • Create: This permission will provide access to all the POST services for Folders.

    Create Folder by Path

    Create Folder by Parent Folder ID

  • Update: This permission will provide access to all the PUT services for Folders.

    Update Folders Metadata by Path

    Update Folder Metadata by Folder ID

  • Get: This permission will provide access to all the PUT services for Folders.

    Get Folders, or Documents, Metadata by Path.

    Get Folders, or Documents, Metadata by Parent Folder ID

• Document Services
  • Create: This permission will provide access to all the POST services for Documents.

    Create Documents by Path

    Create Documents by Parent Folder ID

  • Update: This permission will provide access to all the PUT services for Documents.

    Update Documents Metadata by Path

    Update Document Metadata by Document ID

  • Get: This permission will provide access to all the PUT services for Documents.

    Get Documents by Path

    Get Documents by Parent Folder ID

    Get Document by File ID

Legacy block

Legacy SOAP services

• The Full Access permission will be supported for all the Legacy SOAP services.
• The check-boxes will be checked by default when clicked on Full Access.

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Last Published Friday, April 9, 2021