Back Office Portal - Dev Space
Last updated
Last updated
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 "Dev Space" section, it encompasses the settings configuration specifically tailored for development or integration purposes. This section provides essential tools and resources to facilitate smooth integration and development processes. These include:
To initiate your usage of webhooks, simply click on "Learn More" to access the API documentation dedicated to webhooks.
In the Open API Keys section, you can obtain API keys that will facilitate the integration of third-party services with the CRM. These API keys serve as authentication credentials, allowing authorized access to the CRM's functionality and data.
Additionally, within the Open API Keys section, you can also view the host information. The host refers to the server or network location where the CRM is hosted. This information is helpful for configuring the integration settings correctly and ensuring a seamless connection between the CRM and the integrated third-party services.
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:
View Token: You can view the current token that is being used for authentication.
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.
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
