Integration Users

Integration user refers to a user who is performing integration by using the REST services.

You (Administrator) can use the Integration Users sub-node (under User Administration node) to view the list of integrated users, create integrated users, and assign or edit permissions for Document Manager and access protocol (Legacy).

To access the Integration Users sub-node:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click User Administration > Integration Users.

The Integration Users log contains the following elements:

Toolbar options

Create
Refresh
Print
Find on Page

Columns

First Name
Last Name
User Name
Status
Description
Auth Type
Timezone

To view details for a specific user, select the user in the log, click the gear menu (  ), and select Open.

The following explains each element in detail.

In This Section

Creating Integration Users

Updating Permissions for Integration Users

Printing and Exporting Integration Users

Access Control for Integration Users

Last Published Tuesday, June 4, 2024