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Introduction

In the Oloid Tenant Admin Portal, role-based Credential API tokens allow administrators to generate secure tokens that inherit permissions from predefined roles. This ensures that integrations and applications can access only the Oloid services appropriate for their intended function.

Pre-Requisite

You must have a Tenant Admin account.

Steps to generate Role based Credential API token

  1. Log in to the Tenant Admin Portal.
  2. On the homepage, click User Profile icon from the bottom left. How to generate Role based Credential... - screenshot 1 The user profile menu is displayed.
  3. Click Tenant Settings. How to generate Role based Credential... - screenshot 2 The Tenant Settings page is displayed.
  4. Go to Security tab > select Role Based Credential under API Token dropdown menu.
  5. Click Generate. How to generate Role based Credential... - screenshot 3 The Generate Role based Credentials pop-up box is displayed.
  6. Do the following:
    1. Enter Token Name.
    2. Select Read Activity Logs to allow users to only view the activity log
    3. Select Read Transaction Data to allow users to only view the transaction data.
    4. Select Download Consent List to allow users to download the consent data.
Click Generate. How to generate Role based Credential... - screenshot 4 The Role Based Credential is generated successfully.