How do I set up third party access?

Setup/Modify Third Party Access

Use an OAuth token to allow access by a third party to information stored in Caselle. 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.

The third party can access limited information in:

Business License
Cash Receipting
Human Resources

Who is a third party?

Some examples of a third party may include Xpress Bill Pay. Xpress Bill Pay uses Business Tax Collection to allow businesses to pay their taxes using an online portal.

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

How do I set up automatic authorization?

How do I set up manual authorization?

2019.05, 2019Feb28