To communicate with the API server, your API requests require a valid user token. 

You must have a user role capable of creating REST API tokens in your Financial Consolidation tenant.

The generated token operates as the user for whom it was created. Users within the Financial Consolidation portal acquire tokens by following the steps outlined below:

  1. Log in to the Financial Consolidation portal.
  2. Navigate to the Security module.
  3. Select the User API Token icon.
  4. Select the New API Token icon.
  5. In the Description field, enter a description for the token.
  6. For the Expiration Date, select the calendar, and pick the date the token will expire.
  7. Select Save. The system generates an API token and populates the Token field.

Copy this token to your development environment variables to enable authorization of API requests.

Note: Any user with API token creation permissions can also delete API tokens. This may break existing integrations.