Integration Users

Integration user refers to a user who is performing integration, using the SOAP and REST services.

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

To access the Integration Users sub-node:

Go to Company Workspace tab and switch to Admin mode.
Click the User Administration node to expand it.
Click the Integration Users sub-node log.

The Integration Users sub-node 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

When you select a user, a right-hand pane displays the general details for the user that you selected.

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 Saturday, July 12, 2025