How do I create a User Group and Account with API Access?


A user account with API Access is setup under Settings > Security > User Roles/Groups

You need to define a User Group with API access and then create a User Account with login credentials.

User Group

If you have a User Group with API Access setup, you can skip this step and setup a User Account and create a login id directly.

If you don't already have a User Group setup with API access you can create one under 

Settings > Security > User Roles/Groups

 

User Accounts 

Create a User account and assign the API Access group. This would be the login credentials for API access.

Browse to Settings> Security > Users

Create a User Account:

  1. Click the New Tab
  2. Enter the User Name and Password (required fields)
  3. Select the user group that was given API access in the step above
  4. Save the settings

Note: The password is limited to 12 characters.

The username and password you setup here will give API access permissions.

Also note, that this particular integration requires the paid SOAP API Access. If you'd like API access, please send in a ticket requesting API Access and we'll get you squared away!

Check out these other Articles on Users:

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