An API Token can be created by clicking the icon with the plus sign. It should look like something below. Note: The Id is actually the API Token. It will create this securely on the back-end. You can never enter this API token.
Figure 3, Create a new API Token.
The Id is actually the API token. The Save button is self-explanatory. The back button goes back to the list of API tokens.
The API Token
You can leave this empty, and it will take your current company. If you are managing many Partner companies, you can set it to one of these companies.
This is the name you would like to call your token. It is required
This is a note for the token, and it is always handy to have a note to jog your memory, why this was created, and what systems/processes use this token.
This is what role the token will impersonate. No privilege escalation is allowed. You cannot create tokens for which you don’t have that role already.
Whether the token is enabled or not
Future - to support the API token only allowing a certain search filter
Future - This will allow more granular access to columns and entities
Future - This would allow you to expire a token after a certain amount of time.
How to Edit an API Token Entry
Go to the list of API Token entries by clicking on the Token Button, as mentioned in Figure 1.
Click on one of the entries.
Figure 4, Select an API Token entry to Show or Edit.
The next page shown will be the show page. It shows all the details. To Edit, you must select the edit page. The reason we do this is to stop accidental changes in the data. Most of the time, you will set and forget.
Figure 5, Edit an API Token entry.
Token Name is required to be entered.
Delete an API Token entry
Two ways to do it. On the edit page, see the icon above in Figure 5, Choosing an API Token Entry, and in the list view, select the checkbox and scroll all the way right, and you will see a Delete icon. See Figure 6 below.