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[IMP] silverfin: API key

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Added a note to make it clearer that for fiduciaries, a single API key
is valid for all databases linked to the user.

taskid-3570700

closes odoo/documentation#6226

X-original-commit: 323d3563c9
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
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Tom Aarab (toaa) 2023-10-25 15:54:02 +02:00 committed by Xavier (XPL)
parent 4b9e94e1bd
commit 6e78e1ffa9
1 changed files with 17 additions and 14 deletions
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31
content/applications/finance/accounting/reporting/silverfin.rst
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@ -23,12 +23,12 @@ Odoo API key
------------
You can create Odoo external API keys either :ref:`for a single database <silverfin/api-singledb>`
(hosting: Odoo Online, On-premise, and Odoo.sh) or :ref:`for multiple databases managed by a user
(hosting: Odoo Online, On-premise, and Odoo.sh) or :ref:`for all databases managed by a single user
<silverfin/api-multipledb>` (hosting: Odoo Online).
.. important::
- These API keys are personal and provide full access to your user account. Store it securely.
- You can copy the API key only at its creation, and you cannot retrieve it later.
- You can copy the API key only at its creation. It is not possible to retrieve it later.
- If you need it again, create a new API key (and delete the old one).
.. seealso::
@ -36,15 +36,15 @@ You can create Odoo external API keys either :ref:`for a single database <silver
.. _silverfin/api-singledb:
One key per database
~~~~~~~~~~~~~~~~~~~~
Per database
~~~~~~~~~~~~
To create a new API key valid for a single database, click on the user menu, then on
:guilabel:`My Profile`. Under the :guilabel:`Account Security` tab, click on :guilabel:`New API
key`, confirm your password, give a descriptive name to your new key, and copy the new API key.
To add an API key to a **single** database, connect to the database, enable the :ref:`developer
mode <developer-mode>`, click on the user menu, and then :guilabel:`My Profile` /
:guilabel:`Preferences`. Under the :guilabel:`Account Security` tab, click on :guilabel:`New API
Key`, confirm your password, give a descriptive name to your new key, and copy the API key.
.. image:: silverfin/api-key-db.png
:align: center
:alt: creation of an Odoo external API key for a database
.. seealso::
@ -52,15 +52,18 @@ key`, confirm your password, give a descriptive name to your new key, and copy t
.. _silverfin/api-multipledb:
One key for multiple databases (fiduciaries)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For all databases (fiduciaries)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To create a new API key valid for all the databases of a single user **(the easiest for
fiduciaries)**, navigate to `Odoo's website <https://www.odoo.com>`_ and sign in with your
administrator account. Next, open `your account security settings in developer mode
To add an API key to **all** databases managed by a single user at the same time **(the easiest
method for fiduciaries)**, navigate to `Odoo's website <https://www.odoo.com>`_ and sign in with
your administrator account. Next, open `your account security settings in developer mode
<https://www.odoo.com/my/security?debug=1>`_, click on :guilabel:`New API Key`, confirm your
password, give a descriptive name to your new key, and copy the new API key.
.. tip::
Open the `database manager <https://www.odoo.com/my/databases>`_ to view all databases that will
be linked to the single API key.
.. image:: silverfin/api-key-user.png
:align: center
:alt: creation of an Odoo external API key for an Odoo user