Hyland provides each customer one or more unique API user keys. The customer’s Encompass System Administration team is responsible for creating a user account within Encompass for the Integration. The API user key provided by Hyland must be set as the API client ID for that user account.
The newly created Encompass User must have the following attributes:
Setting |
Value |
---|---|
User ID |
The user name for the integration. |
API User |
This option must be selected. |
API Client ID |
The client ID obtained for the API user key. |
First Name |
A name value associated with the user account. |
Last Name |
A name value associated with the user account. |
Personas |