how to manage the integration users tab

  • Updated

This article explains how to create and manage integration users from the INTEGRATION USERS tab. It covers how to create new integration users, generate OAuth credentials, and edit existing integration user configurations.

how to create an integration user

Integration users are used to enable system-to-system (machine-to-machine) integrations. To create a new integration user:

1. Click the + INTEGRATION button
The integration builder opens automatically

2. Enter a Name
3. Enter a Description (optional)
4. Select one or more Scopes to define which Neostella tools the integration can access
5. Click SAVE & CREATE CREDENTIALS
The OAuth Credentials section is generated automatically

 6. Copy and securely store the Client ID
7. Copy and securely store the Client Secret
 

The Client ID and Client Secret are displayed only once. These credentials must be securely shared with the external system to complete the integration setup.

how to edit an integration user

Existing integration users can be updated at any time. To edit an integration user:

1. In the Integration Users table, locate the integration user
2. Double-click the integration user name
The Integration User editor opens
3. In the DETAILS tab, update any of the following sections:

  • Basic Information: Name and Description
  • Scopes: Neostella tools the integration can access
  • OAuth Credentials

4. Click SAVE to apply the changes
The integration user is updated successfully