Before you create the API member, you will need to decide what security role to use for it. The Assessment integration requires the following permissions:
|Companies > Company Maintenance||None||None||None||All|
|Service Desk > Service Tickets||All||All||All||All|
|System > Member Maintenance||None||None||None||All|
|System > My Company||None||None||None||All|
|System > Table Setup||All||All||All||All|
You may already have a role with this permissions that you can use or you can create a new role specifically for the Assessments tool.
After deciding on the security role to use, you will need to create your API Member.
Login in to Manage, select the System -> Members menu item from the side nav.
Select “API Members” from the top nav.
Select “New Member” from the API Members tab.
Enter the information for the new member and save it. Be sure to select a security role with the necessary permissions.
Select the “API Keys” tab from the member screen and select the + “New Item".
Name the API Key. This is informative only, it can be anything.
Access the public and private key information. This is what needs to be added to our registration screen.
When leaving the screen you are prompted that once you leave this screen, the private key is no longer accessible, make sure you have recorded it.