Create publishing endpoint with OAuth 2.0 authentication

Learn the steps required to create a publishing endpoint that uses the industry-standard OAuth 2.0 authentication method.

You must have a business role with “Enable endpoint management” permission to complete this procedure. All fields in this procedure are required.
  1. From the top navigation menu, hover over More and click Manage publish endpoints.
  2. At the upper left, at Publishing endpoints, click + to add a new endpoint.
  3. Enter a Publishing endpoint name.
  4. Enter a Publishing endpoint URL.
  5. Choose a Vendor from the Vendor Mapping drop-down list.
  6. Use the Authentication type drop-down menu to select OAuth 2.0.
    The page refreshes to display required OAuth 2.0 fields.
  7. In the Access Token URL field, enter the access token.
  8. In the Token name field, enter the token name.
  9. In the Client ID field, enter the client ID.
  10. In the Client Secret field, enter the client secret.
  11. Use the Grant Type drop-down menu to select either Client Credentials or Password Credentials.
  12. If you selected Client Credentials, use the Client Authentication drop-down menu to select either Send as Basic Auth Header or Send Client Credentials in the Body.
  13. If you selected Password Credentials, enter the Username and Password.
  14. Click Save.
The configured endpoint displays on the left side of the Publishing to an Outside API page. The endpoint and "view" pop-in details are also now available for selection on the Edit Study page.