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Create and revoke DobroDesk API tokens

Dobrik helps you follow this DobroDesk guide

Updated:

What you'll achieve

Every integration has only the API access it needs and a clear accountable owner.

Choose token ownership

  • Use a workspace token for a shared server integration, import worker or automation owned by the organization.
  • Use a personal token only for one person's script or private tool.
  • Create a separate token for each integration so you can revoke one without stopping another.

Create a least-privilege token

  1. Open Admin > Integrations > API tokens and select Create token.

    Create and revoke DobroDesk API tokens: Create a least-privilege token, 1. Open Admin > Integrations > API tokens and select Create token.
  2. Name the integration and choose Workspace or Personal ownership.

  3. Select only the required scopes, for example read customers or write internal notes.

  4. Store the token in your approved secret manager, not in source code, a browser or a shared document.

  5. Test the integration with a non-destructive request then review its audit entry.

Review and revoke

Review active and expiring tokens regularly. Revoke a token immediately when its owner leaves, its secret may be exposed or the integration is retired, then replace it only after updating the affected integration.

Put this guide into practice

Open Setup Center to apply the instructions in your workspace. Sign in when prompted.

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