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Onboarding guide - AuditBoard
Reco Product Management avatar
Written by Reco Product Management
Updated yesterday

Prerequisites

Retrieve the Customer name

Integration steps

  1. Login to AuditBoard as system administrator

  2. Go to Settings > Users & Roles -> OAuth Client Credentials

  3. Click on "Create client credentials" button

  4. Select a Role. The permissions for this role will be carried over to the OAuth credential.

    Reco needs to have the following permissions present:

    • Read users

  5. Copy the Client ID & Client Secret and set them aside

  6. Fill the Client ID, Client Secret, and Customer Name values

  7. Click on "Connect" to finish connection process

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