Service Accounts
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Service accounts are associated with tokens to allow data transfer to external sites without being tied to a particular user.
To create a service account, go to "Settings" in the left hand menu and select "Members."
Click the "Add new service account" button in the upper right.
Note: "Name" must not contain spaces or special characters.
Existing service accounts are viewable under the "Service Accounts" tab in the "Members" area.
All new token creation will require the use of a service account. Follow the directions above to create an account if one does not exist.
To create a token, under "Settings" in the left-hand menu, select "Tokens."
Click the "Add Token" button in the upper right.
Fill in all fields, including selecting the appropriate service account. A public token cannot be created if no service account is selected.
When creating a token, the option is given to make it a public or a private token. The difference between these choices is that a Private Token will always authenticate the request regardless of the domain of origin of the request. A Public Token will only authenticate API requests coming from whitelisted domains specified in the Domains attribute. We recommend using a Public Token for publicly-facing web pages so users do not gain unrestricted access to your organization's APIs.
All subdomains for use with Public Tokens must be specified explicitly (e.g. https://subdomain1.yourwebpage.com/, https://subdomain2.yourwebpage.com/). Public Tokens do not support wildcard characters (e.g. https://*.yourwebpage.com/).
Under "Settings" in the right-hand menu, select "Tokens"
From the list of existing tokens, right-click the token and select "Reassign Token".
Tokens my only be reassigned to a service account. Follow the directions at the top of this page to create a service account if one does not exist.
NOTE:
Once all tokens are removed from association with a user, the user may be removed from the org by right-clicking on the user name in the "Members" tab inside the "Members" area.
