Prerequisites for using the Public API
Before proceeding with the authorisation process for the ApprovalMax Public API feature, there are certain prerequisites that need to be met. These include:
1. Granting access to the Developer Portal: in order to access the Developer Portal and utilise the ApprovalMax Public API feature, please, request access to the Developer Portal.
2. Creating an application on the Developer Portal: it is mandatory to create an application on the Developer Portal to access the ApprovalMax Public API feature. When creating an application, you generate credentials that will be used for authentication purposes. These credentials are essential for establishing a secure connection between your application and the API. Without creating an application and obtaining the necessary credentials, access to the API feature will not be possible.
3. User roles: to grant access on the consent page, the user must have the role of either Account Owner or Account Manager. This role requirement is in place to control access to sensitive data. It ensures that only users with the appropriate roles can authorise access to the API feature. If a user does not hold the required role, the system will not allow access to the API.
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