Back Office Portal - Security Credentials

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the Security Credentials section, you can access and manage the token used for authentication in the CRM open integration interface. The token serves as a means of verifying and securing the integration process.

Here are the key features and actions related to security credentials:

  1. View Token: You can view the current token that is being used for authentication.

  2. Refresh Token: If needed, you can refresh the token to generate a new one. This action is useful for security purposes or when a token has expired or needs to be updated.

  3. Token Refresh Timestamp: The security credentials page also displays the timestamp of when the token was last refreshed. This information helps you track the token's usage and monitor its validity.

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