Setting Up API User Access

 Previous  Home topic  Next  Print this topic Send Feedback

In order for a user to be able to authenticate, you need to enable access for one or more user accounts through which the developer may access PerfectForms™. The user name and password are the same as those the account users enter for a normal login to the application. In order for the API to recognize the user name and password of a specific user, the user must be configured to have the API role.

 

Note: You should dedicate an account to processes that use API access to avoid a logged on user losing their connection.

 

Document Icon
1.Log in to PerfectForms™ and load the Settings Dashboard.
2.In the tree, expand Account Settings and then Users.
3.Locate the user who should be given API access. Be sure to choose a user account that will be dedicated for API purposes otherwise, that user will be logged out automatically.
4.Select the API check box under the Role heading in the User details area.

API Checkbox

5.Click Apply Changes.
6.Finally, click the Send API Key button. This will e-mail a special key to the address and alternate e-mail address (if used). This key will need to be used as an extra level of security to prevent unauthorized API access. See the Login topics for specific information on how to use this key.

Send API Key Button

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?setting_up_api_user_access.htm
PerfectForms™ -- forms software, workflow software, and business process management