Creating a User Group and Account with API Access

• Overview
• Step 1: Create API User Group
• Step 2: Create API User
• Step 3: Additional Information

Overview

Certain integrated applications require a user account with API access. This article is a step-by-step walkthrough on how to create and add a user to a group with API permissions.

Step 1: Create API User Group

The first steps is to create a user group that has API permissions. To do this,

1. Navigate to Settings > Security > User Roles/Groups
2. Click New (optionally, you can edit an existing user group and give it API permissions)
3. Give the user group a name. The name can be almost anything, but "API Users" would be a good choice.
4. In the permissions grid, go ahead and check all four boxes.
5. Click Save

Step 2:Create API User

Next, we'll need to create a user and make it a member of the API user group we just created. To do so,

1. navigate Settings > Security > Users
2. Click New (optionally edit an existing user account). 
3. Give the user account a username, email address, and password*. These are required. 
4. In the Member Of grid, place a check next to the user group you created in step 1. 

* If a person will be using this user account and you would like them to have a confidential password, check Force Password Reset to force them to reset their password the next time they login.

Additional Information

For more information on users and groups, see: 

• User Account Password Requirements
• Creating and Editing Users and Groups
• Role Based Security