📘 Creation and Use of External Tokens in Entities
Knowledge Center — Admin Studio
By Lily Dominguez Guerra ·
This manual aims to clearly and step-by-step explain how to create, configure, and use external tokens in entities within Automy.
It is intended for users who need to allow an external system (such as an ERP, SAP, or another platform) to securely connect in order to read, insert, or delete information.
This document details the entire process, from token creation to its use in integrations, including permission configuration and security best practices.
The purpose is to enable any user to properly and securely manage these accesses without requiring advanced technical knowledge. 🔎 1.
What is a Token? (Simple Explanation) Imagine that an external system (such as SAP, a website, or an ERP) wants to connect to Automy. 🔐 A token is like a digital access key.
This key allows the external system to: 📖 Read information ✍️ Insert new records 🗑️ Delete records 🚫 Be disabled when access is no longer needed 👉 Each token has specific permissions. 👉 If it does not have permission, it cannot perform that action. 👉 This helps maintain information security. quote “A token works like a controlled digital key: it only opens the doors you explicitly allow.” author Automy Integration Team 🧭 2.
When Do I Need to Create a Token? You need to create a token when: Another system needs to send information to Automy Another system needs to retrieve information from Automy You are integrating Automy with an external platform 🛠️ 3.
How to Create a Token (Step by Step) ✅ Step 1: Go to Entities In the left sidebar menu, click on Entities .
Search for the entity where you want to allow external access. ✅ Step 2: Open Settings Locate the entity.
The configuration panel will open. ✅ Step 3: Create the Token Go to the Token tab.
Enter a name for the token (Example: SAP Invoice Integration). ✅ Step 4: Choose Permissions Permission What It Allows 📖 Read View information ✍️ Write Create new records 🗑️ Delete Remove records 🔘 Enabled Activate or deactivate the token warning Only enable the permissions that are strictly necessary.
Granting excessive permissions may expose sensitive data or allow unintended actions. ✅ Step 5: Confirm Click Add .