Use a Client to Connect to the HCMS

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This article will show you how to use a Client to connect to the HCMS.

Who can use this feature?

Owner

Instructions

  1. Add a client to the HCMS

  2. Click the Connect button to create a temporary access token which would be valid for the next 30 days: Connect button on client card.

    Note: If the access token expires, a new one can be generated.

  3. Select the Connect manually option: Connect manually option under Choose Connection Method.

  4. On this screen is provided the curl request to get the token using API, the access token, and the syntax for using the token as an HTTP header for all requests: Connect manually screen.

  5. Select the copy icon for option 2 to add the access token to the clipboard or use option 1 to automatically retrieve the access token with an HTTP request using the Client ID and Secret: Copy icon next to the token field.

  6. Navigate to the API documentation specific to the integration you will be building