How do I set up manual authorization?

Use an OAuth token that expires after a certain period.

Manual authorization assigns an OAuth token with an expiration date. When the OAuth token expires, you will need to email a new OAuth token to the third party. You can use the manual option when a third party has not set up a callback URL.

Before you get started

You'll need to work with the third party to review requirements
Request a contact name and email address from the third party.

Step 1: Adding third party access

1. Open Connect System Management Security > Setup/Modify Third Party Access.

2. Enter the Third Party Name.

This is the name of the third party that will access Caselle.

Caselle generates a unique Client ID, Client Secret, and OAuth token for each third party requesting access.

IMPORTANT! Do not share the Client ID, Client Secret, or OAuth token with anyone except for the third party.

3. Click Add OAuth Token.

The OAuth Token is an "open authorization" standard to grant Internet users access to their information on other websites without requiring a password. Examples of companies that use OAuth tokens include Google, Facebook, Microsoft, and Twitter. The OAuth Token grants a third party secure, delegated access to server resources on behalf of Caselle. When you issue an OAuth token to a third party, you grant the third party access to protected information hosted by the Caselle server.

Add OAuth Toaken button

A new row with the Created Date, Expiration Date, and OAuth Token displays. The default expiration period is six months.

OAuth Token grid

4. Select the checkbox titled Enabled.

Enabled checkbox

5. Click Save (CTRL+S).

The OAuth token is set up for the third party. The next step is to send the OAuth information to the third party.

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Step 2: Sending the OAuth Information to a third party

See the help topic titled How do I send OAuth information to a third party?

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Step 3: Testing third party access

Last, have the third party run a quick test to make sure they have access to the Caselle server. See the help topic titled How do I test third party access?

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