API Keys

User Guide: Managing API Keys

What is an API Key?

An API key is a unique identifier used to authenticate requests made to an API (Application Programming Interface). It serves as a security measure to ensure that only authorized users or applications can access certain features or data. API keys are essential for integrating your applications with third-party services or products.

How Integration Helps

Integrating with APIs using API keys allows you to:

  • Access External Services: Utilize features and data from other applications, enhancing your own service's functionality.
  • Automate Processes: Streamline workflows by enabling automated interactions between systems.
  • Ensure Security: Control access to your resources by providing unique keys for different applications or users.

Accessing API Key Management

Navigate to Settings:

  • After logging in, locate the Settings icon (gear icon) in the main menu.
  • Click on Settings to open the settings options.

Select API Keys:

  • In the settings menu, find and select API Keys to access the API key management section.

Creating an API Key

Step 1: Create API Key

  1. Click on Create API Key:
    • In the API Keys section, click on the Create API Key button to start the process.

Step 2: Fill in API Key Details

  1. Key Name:
    • Field: Key Name
    • Description: Enter a descriptive name for your API key to identify its purpose (e.g., "Integration with CRM").

Step 3: Generate the API Key

  • Generate:
    • After entering the key name, click the Generate button to create your API key.
    • The generated key will be displayed, and you should store it securely, as it will be required for making API requests.

Managing API Keys

Viewing and Using API Keys

  • List of API Keys: After generation, you will see a list of all your API keys, including their names and statuses.

  • Copying the API Key: Ensure you copy the generated API key and store it securely. You may need it for integration purposes.

Deleting an API Key

  • Delete: If you no longer need an API key, you can delete it from the list by clicking the Delete icon next to the key. Confirm the deletion when prompted.

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