How do I set up third party access for developing my own applications? (OAuth Token)

Third Party Access

If you are a developer and you would like to create your own application for Connect and Connect Online, you can set up third party access that will allow your application to send and receive data stored in the Connect database.

You can use the Caselle Client SDK (software development kit) to create an application that shares information with Connect and Connect Online. To do this, you will need to set up third party access for the Caselle Client SDK. Connect will generate a client ID, client secret, and OAuth token the application can use to access the Connect databases.

To use this feature, your organization must have an active license for Connect applications and administrative rights to set up an OAuth token.

This feature part of the 2022.08 release. To set up third party access for your organization, download and install the 2022.08 release.

Setting up third party access for me

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

2. Select Caselle Client SDK as the Third Party Name.

3. If your application is using a callback URL, enter the URL in the Callback URL box.

4. Click to select the Enabled checkbox.

5. Click Add OAuth Token .

Add OAuth Token button

Your OAuth token is set up and it will be active for six months, at which time you will need to renew the OAuth token.

202208, 2022Jun09