Programmatic User – Setup and Configuration

What this can be useful for?

A programmatic user is primarily used in integration projects and represents a professional approach to creating an API key.

1. A programmatic user can be created by a user with the User configurator permission.
2. The user is created in the same way as a standard user. The only difference is that in the Category field, the option “Programmatic user” must be selected.
   This setting ensures that the user is hidden from standard user selections in everyday Teamogy usage.
3. The user name and login credentials (email address, phone number) are defined by the person who will log in to this account and generate the API key.
4. Permissions for the programmatic user must be set according to the integration’s API requirements. To generate an API key, the user must also have the Configurator permission.

   
   Example:
   If the integration requires access to projects and related invoicing data, the programmatic user must have read permissions for all relevant entities (projects and all financial documents).
   

Any API token generated under a programmatic user inherits all permissions assigned to that user.
An integration using this token will therefore operate strictly within the scope of the programmatic user’s permissions.

When sharing the token with an IT specialist or integration partner, keep in mind that the token holder will be able to access all data for which the programmatic user has authorization.

Get in Touch

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.