Minimum Software Version8.14.3
Solution(s)Cases International ✓ Cases US ✓ Institutions ⨉

Explains how to generate and manage application tokens for authenticating third-party integrations with the Opus 2 REST API.

Third-party software vendors can integrate with Opus 2 via REST API. Once set up, a user generates an application token from within the platform and provides it to the third-party application, which uses it to read and write content via the API as an alternative to logging in through the user interface.

Requests to the external API execute as a specified user within the Opus 2 Platform. This can be a real user or an automation user created specifically for API use. Requests made through the API carry the same permissions and capability checks as that user when accessing Opus 2 via the user interface. Requests are authenticated with a bearer token generated when the user is logged into the platform.

Prerequisites

Log into the platform as the user who will be using the API.

Generating an application token

  1. Select your user profile.
  2. Select the Application tokens tab.Application tokens tab showing Generate token button 
  3. Select Generate token.
  4. Ensure the API version is set to V8. 
  5. Give the token a name.
  6. Select Generate. 
  7. Copy and paste the token into the third-party system (or your own code) that will use the API.
Important: This token is confidential and should be treated in the same manner as a password. Once generated, tokens cannot be recovered from Opus 2. A user may generate new tokens at any time and replace their token in the external system.

Revoking a token

  1. Select the Application tokens tab.
  2. Select the X on the token to be revoked.
  3. Select Yes, revoke token.

Related links

Related documentation

Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.

How to contact us

To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.