Difference between revisions of "API Authentication"

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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
The API grants access based on three headers:
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API access requires being a user of the system. A user in this context is anyone who has access to your data. Each user has a 2 tabs on their record which control this:
 +
* The Website and Call-round Access tab controls access to your data via our website, and/or our mobile app, Call Round.
 +
* The 3rd Party Systems tab controls the access to your data that other systems have via the API
 +
Using this approach, there are 3 possibilities:
 +
* Website/Call-round access only. This will be most users of the system doing day-to-day tasks
 +
* API access only. This could be to migrate data in from other systems, reporting dashboards etc
 +
* Both. An example of this would be if Alice sometimes logs in via the website, and sometimes using a 3rd party app. Alice's access controls are the same in both situations, i.e. she will have the same access to branches, projects and fields.
 +
 
 +
Instead of a user name and password, the API grants access based on three headers:
  
 
* Source. Identifies the 3rd party software provider
 
* Source. Identifies the 3rd party software provider
 
* Org. Identifies the charity or company
 
* Org. Identifies the charity or company
 
* User. Identifies the user within the charity or company. This controls branch, project and field visibility, as if the user were using the web interface.
 
* User. Identifies the user within the charity or company. This controls branch, project and field visibility, as if the user were using the web interface.

Revision as of 16:31, 9 April 2020

Helpheader small.png

API access requires being a user of the system. A user in this context is anyone who has access to your data. Each user has a 2 tabs on their record which control this:

  • The Website and Call-round Access tab controls access to your data via our website, and/or our mobile app, Call Round.
  • The 3rd Party Systems tab controls the access to your data that other systems have via the API

Using this approach, there are 3 possibilities:

  • Website/Call-round access only. This will be most users of the system doing day-to-day tasks
  • API access only. This could be to migrate data in from other systems, reporting dashboards etc
  • Both. An example of this would be if Alice sometimes logs in via the website, and sometimes using a 3rd party app. Alice's access controls are the same in both situations, i.e. she will have the same access to branches, projects and fields.

Instead of a user name and password, the API grants access based on three headers:

  • Source. Identifies the 3rd party software provider
  • Org. Identifies the charity or company
  • User. Identifies the user within the charity or company. This controls branch, project and field visibility, as if the user were using the web interface.