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Navigate to System > API Clients.
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2. To proceed with adding a third-party integration, click Add API client. The window you see above will open.
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3. Here you can assign permissions to the API client. There are two permission levels here:
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3.1Front-office - the API key will provide access to using the methods needed to support all the Front-office functionality:
application process
the customer's portal
the investor's portal
3.2. Migration - allows for accessing the data migration functionality.
4. Once you’ve selected the permissions you want to assign to this API client, click Generate new key.
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4.1. Here you can also save changes or cancel the key generation for the time being and come back to it later.
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5. If you click Generate new key, the following popup will open.
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Here you can set the name for your new API key and set an expiry date for it if you need to.
6. Click OK to save the settings. The popup will close and you will see your new API key in the list.
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In the Actions section of each key, you can copy, edit, or erase it.
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