![]() To create a key, log in to the Portal and follow the steps below. When you have been logged into the Filevine Portal, you will then be able to generate API keys and secrets to use for integrations. Then, on the User Detail page, review the details and hit the “Save” button at the bottom if all looks good. Click the “Save” button at the bottom of the page. To select multiple roles, hold down the Ctrl (Command for Macs) button while selecting roles. Normally, you will want to add all roles except the “Batch: User” role. In the “Roles” selector, choose the roles that this user should have. In the “Email address” text field, enter the email address the user will be using to sign in to the Portal. To add a new user, click on the “+ Add User” button. Click “+ Add Users.” The User page in the Portal will show you all users that have been added.Select “Users.” In the lefthand menu on the Portal page, click on “Users.”.To add other users, follow the steps below: Once the Org Admin has logged in to the portal, they can then add other users. (You will still need to use the TOTP code from the app if you are logging into the Portal on a new device.) If you would like to not enter the TOTP code for this device anymore, click “OK” to remember this device in the future. When you enter your TOTP code, you will see a popup asking you if you’d like to remember this device. (It will have changed from the one you entered in step 4 of the configuration process.) Enter the new TOTP code from the app. Since these codes change around every sixty seconds, go into your authentication app to see the current temporary code. You will be asked to “Confirm TOTP Code,” the “Time-based One-Time Password” code from your 2FA app. On this page, enter your email and the password you created in step 3 of the configuration process. Begin on the sign-in page for the Filevine Portal. If you have not completed the steps in the configuring section, you will need to complete them before logging in. Once you have configured Filevine’s Portal, you will then be directed to log in. Learn more about authenticator apps and how to configure 2FA. Use a mobile device authenticator app to take a picture of the QR code and enter the temporary Time-based One-Time Password (TOTP) code that the authenticator generates. Enter and confirm your new password for the portal. You will then be prompted to create your password. Enter your email and the temporary password from your email. If you do not receive a temporary password, allowlist and then reset your password from the Portal to get a password reset code. Click the link to navigate to the Filevine Portal. The Org Admin user will receive an email with a link to the portal and a temporary password. Once the portal is set up, the Org Admin will be able to invite other users to the API portal. Only one user from an Org needs to perform this step. In the email, include the email address of the Org Admin who needs portal access and the name of the Org that the Org Admin is in. Getting set up with API v2 requires that an Org Admin contact Filevine's API help, gain access to the Filevine Portal, and create the key. Setting up API v2 requires logging into the Filevine Portal and generating a key.įollow the steps below to log into Filevine’s developer portal, where you will be able to generate your API key to use with integration. To read more about the details of the API, read Filevine's API Documentation. Filevine API v2 can be used with Zapier, making the process easier. ![]() API integrations automate Filevine functions by connecting different programs to one another. This article discusses how to set up your Filevine Org for integrations using Filevine API v2.
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