Profile: 12d Synergy Web and Mobile Apps

You can view your user profile and personal access tokens in the 12d Synergy Web and Mobile applications. Personal access tokens are an alternative to using passwords by a third party application to connect to the 12d Synergy system for integration.

1.1. How to Create a Personal Access Token (PAT)

1. In the 12d Synergy Web or Mobile applications, click the Profile  icon and select the Profile option.
   
   
2. Click the Personal Access Tokens tab.
3. Click the Create New PAT button.
   The Create new Personal Access Token prompt is displayed.
   
   
4. Enter a name for the token you are about to generate in the Token Name field.  
5. Enter the number of days after which the token would expire in the Expire in days field.
   • You can enter a maximum of 180 days in the Expire in days field. You also cannot enter a negative number in this field.  
   • An email is sent to you one week before the expiry date of the PAT you created. 
   • An email is also sent to you when the PAT has expired.
   The Generate button is now activated. 
6. Click the Generate button.
   A token is generated and is displayed below the details you have entered.
   
   Note that you can access this token only from this window. Hence ensure to copy it using the Copy button and save it a safe place before you close this window.

   The token is created and you can view it in the Personal Access Tokens tab. However, you cannot view the token values in this tab.
   
   The third-party application can now connect to the 12d Synergy REST API with this Personal Access Token within its expiry date. Once the connection is set, the third-party application can access the 12d Synergy system. 

1.2. How to View and then Delete a Personal Access Token (PAT)

1.2.1.From the 12d Synergy Administration application

Your 12d Synergy Administrator can delete the tokens you or any other user has created from the 12d Synergy Administration application.

1. In the 12d Synergy Administration application, select the Users tab > Find tab.
2. Find and select the user who has created the PAT in the 12d Synergy Web or Mobile application and click the Edit button.
   The Edit a User window is displayed.
3. Selected the Personal Access Tokens tab.
   
   
   The Personal Access Tokens tab is displayed only if the 12d Synergy Administration application > System Settings tab > Web section in the table (or Search for PAT) > Creation and Authentication of Personal Access Tokens setting is set to Yes.
   All the PATs created by the selected user are displayed in this tab.
4. Select the PAT you want to delete from the list and click the Delete button on the right. 
5. Click the Save button.
   The selected PAT is deleted and is no longer accessible for the user.

1.2.2. From the 12d Synergy Client Application

You can view and delete the tokens you created from either the 12d Synergy Web application or Mobile application in the 12d Synergy Client application.

1. After you login to the 12d Synergy Client application, click the Change Job icon in the 12d Synergy Quick access toolbar.
   The following prompt is displayed.
   
   
   
2. Click the Servers button.
   The Edit Servers window is displayed.
3.  Select the server you are connected to from the list of servers displayed in the left panel of this window.
   The details of the selected server are displayed on the right side of the window.
   
   
4. Click the View/Edit button displayed against the Personal Access Tokens label.
   
   
   

   The Personal Access Tokens tab is displayed only if the 12d Synergy Administration application > System Settings tab > Web section in the table (or Search for PAT) > Creation and Authentication of Personal Access Tokens setting is set to Yes.
   The Personal Access Tokens window is displayed. All the PATs created by you in the Web or Mobile applications are displayed here.
   
   
5. Select the PAT you want to delete and click the Delete button.
   The following confirmation message is displayed.
   
   
6. Click the Yes button.
   The selected PAT is deleted.

1.2.3. From the 12d Synergy Web and Mobile Applications

You can delete the tokens you created from either the 12d Synergy Web application or Mobile application.

1. In the 12d Synergy Web or Mobile applications, click the Profile  icon and select the Profile option.
2. Click the Personal Access Tokens tab.
   The list of created tokens are displayed in this tab.
   
   
3. Click the delete icon in the Delete column displayed against the PAT you want to delete.
   The following confirmation message is displayed.
   
   
4. Click the Yes button.
   The selected PAT is deleted.