Creating integration users

To find records easily, it is best practice to create an integration user for each integration. This will make it easier for you to retrieve records for each vendor application. 

The role of the integration user must have the following configuration permissions:

• Configuration write permissions. Available in the Configuration section on the Permissions tab for the role.
• Credentials write permissions. Available in the Configuration section on the Permissions tab for the role.
• Integration Sync Sessions Workflow permissions. See Tutorial: Creating dashboards for your integrations.

Depending on the type of integration, you must also grant permissions to one or more objects.

• • For asset integrations, you need at least read access to the Assets object.
  • For asset and software integrations, you need at least access to the Assets and Software Desktop objects. 
  • For Software and SaaS User integrations, you need at least read access permissions to the Users and Software SaaS objects.

See Granting role permissions.

Adding integration users

You complete this action before you create the integration with Oomnitza.

1.  Click People.
2. Click Add.
3. Enter the user name such as <name_of_the_integration@<email_address>.com. 
4. Enter a full name such as the name of the integration.
5. Enter a first name.
6. Enter a last name.
7. Enter an email address.
8. Make any other changes. 
9. Save the record.

Result

When you create the integration, you select the integration user that you created.

To find the integration records in Oomnitza,  for example for asset records, go to Hardware > All Assets. Create a filter: Created By <username_of_integration_user>.

See Creating a search for SaaS records 

Related articles

Using filters to restrict access to credentials

Creating integration notifications for sync sessions