Adding API Accounts

Create an API administrator account for managing API user accounts.

Adding an API Administrator Account

  1. Add a role for administering API user accounts or edit an existing role.
    When you create or edit the role, assign the API Accounts system privilege View/Add/Edit/Delete API Accounts to the role. For example, create a role named API User Administration.
  2. Add a user that can administer API user accounts and assign the user to the role you created or edited (for example, API User Administration).

Adding API User Accounts

You must have the View/Add/Edit/Delete API Accounts privilege to add API accounts.

  1. In Reporting and Analytics, click the side navigation menu, click Administration, click System, click API Accounts, and then click Add API Account.
  2. Specify account details as described in the following table. The API for which you are adding the account determines the values that you specify.
    Field Description

    Account name

    Enter a unique account name.

    Email

    Enter the user’s email address.

    Type

    Select the feature that the API account will have access to.

    Client Scope, Authorization Scope

    If you selected Simphony Transaction Services from the Type drop-down, specify the client scope and authorization scope. See Simphony Transaction Services API.

    Enterprise Location or Level

    If you selected Business Intelligence API, select the locations or levels for which the API returns data.

    Data Access Permissions

    If you selected Business Intelligence API, specify the type of data the account can access. See Business Intelligence API.

  3. Click Add.

    A unique Client ID value is generated for the API account. Use the ID to authenticate the API account before making API calls to the Reporting and Analytics database. You can retrieve an ID for an account by searching for the account on the API Accounts page and then clicking the account.

    The API account user receives a Welcome email with instructions on how to set the password for the account.

  4. To edit an account, select it from the account list and make your changes.