For the complete documentation index, see llms.txt. This page is also available as Markdown.
Creating API Credentials
Step by step guide to creating OAuth API credentials for your organisation.
1
Navigate to Organisation Settings
Go to your Organisation Settings by clicking on the Settings menu in the top navigation, then clicking on Organisation.
2
Open the API Access tab
Click on the API Access tab in the settings navigation bar.
3
Create a new API credential
Click the New API Credential button in the right hand menu. Enter a name that describes how the credential will be used (for example, "Reporting Dashboard" or "CRM Sync") and click Create.
4
Copy your credentials
After creation you will be shown your Client ID and Client Secret. Copy both values and store them securely.
The Client Secret is only shown once. If you navigate away from this page, the secret cannot be retrieved. You would need to delete the credential and create a new one.
5
Deleting a credential
To revoke access, go to the API Access tab, click the dropdown menu on the credential row, and select Delete. This immediately revokes all access tokens issued to that credential.
