CCB: How to Setup an API User in CCB
You'll want to setup a new, dedicated API user account to only connect with the GroupVitals integration.
Here's how to do that: (see below for a full video tutorial)
1. Login to your CCB as an administrator.
2. Click the cog icon in the top right to access the settings menu.
3. From the settings menu, click API.
4. On the API info page, on the right click "Add a New API User"
5. On the Add a New API User page, fill in all of the fields:
Name: GroupVitals
Username: (e.g, groupvitals)
Password: (give it a strong password)
Organization Name: GroupVitals.com
Contact Name: GroupVitals API Support
Contact Phone: 309-752-8581
Contact Email: [email protected]
At minimum, the API user will need access to these services:
- add_individual_to_event
- add_individual_to_group
- add_individual_to_queue
- attendance_profile
- attendance_profiles
- campus_list
- campus_profile
- create_event
- create_event_attendance
- create_group
- create_group_position
- create_individual
- create_individual_micr
- duplicate_individuals_list
- event_grouping_detail
- event_grouping_insert
- event_grouping_list
- event_grouping_update
- event_profile
- event_profiles
- execute_advanced_search
- execute_search
- family_detail
- family_list
- group_grouping_detail
- group_grouping_insert
- group_grouping_list
- group_grouping_update
- group_needs
- group_participants
- group_positions
- group_profiles
- group_profile_from_id
- group_search
- group_type_detail
- group_type_insert
- group_type_list
- group_type_update
- individual_attendance
- individual_calendar_listing
- individual_fit
- individual_groups
- individual_id_from_login_password
- individual_inactivate
- individual_profiles
- individual_profile_from_id
- individual_search
- manage_group_leaders
- meet_day_detail
- meet_day_insert
- meet_day_list
- meet_day_update
- meet_time_detail
- meet_time_insert
- meet_time_list
- meet_time_update
- membership_type_detail
- membership_type_insert
- membership_type_list
- membership_type_update
- merged_individuals
- remove_individual_from_group
- update_group
- update_group_position
- update_individual
- valid_individuals