How_do_I_send_OAuth_information_to_a_third_party_

How do I send OAuth information to a third party?

Now that you've created a unique Client ID, Client Secret, and OAuth token, the next step is to share this information with the third party.

Remember, do not share this information with any person or organization except for the third party. The person or organization in possession of the Client ID, Client Secret, and OAuth token can access all of the information on the Caselle server.

 

Sending the OAuth information to a third party

1. Open Connect System Management > Security > Setup/Modify Third Party Access.

If you're setting up a new OAuth token and Setup/Modify Third Party Access is still open, skip to step 3.

2. Click Edit (CTRL+E) and then enter the third party name in the Lookup bar. Press Enter.

3. Click Copy OAuth Information to Clipboard.

Remember... the Copy OAuth Information to Clipboard button will not work unless you have added at least one OAuth token.

Copy OAuth Information to Clipboard button

 

A dialog box confirms the text copied to the clipboard.

Copy confirmation dialog box

 

4. Click OK.

5. Send an email to the third party and paste the OAuth information in the body of the email.

The third party receives the OAuth information by email. The third party will use the OAuth information to establish a secure connection with the Caselle server.

 

 

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