Creating client credentials
Learn about the process of creating client credentials to replicate the roles and tenants' configuration from identified service accounts.
Creating client credentials involves replicating the roles and tenants' configuration from identified service accounts. This process ensures that your new client credentials maintain the same permissions and access as the original service accounts. The following sections outline the overall process and provide links to detailed instructions for both API and UI methods.
Overall process
-
Identify service accounts: Use the steps outlined inIdentifying Service Accounts.
-
Get service account permissions: Obtain the current user definition of each identified service account including their roles and tenant assignments.
-
Replicate configuration: Create a new client credential with the same roles and tenants as the identified service account.
-
Verification: Ensure that the new client credential has the appropriate permissions to perform its tasks.
Creating client credentials via API
You can automate the entire process with a script (download here). In any case, to do it manually:
-
Extract service account permissions: Get the current user definition, see topic View User. Copy all the content of the userPermissions attribute.
-
Create a new client with the same permissions: Follow steps in Create a customer client. Paste all the content you copied earlier into the clientPermissions attribute. You will notice both userPermissions and clientPermissions have the same structure within. You just replicate the same content.
-
Obtain the client secret: As a result of the creation process, the output contains the client secret. You must save the secret in a safe location as client secrets cannot be retrieved again.
Creating Client Credentials via UI
-
Access User Management: Navigate to the Reltio Console and open the User Management app.
-
Extract service account permissions: Select the identified service account to view its roles and tenant assignments.
-
Access Client Credentials Management: Navigate to the Reltio Console and open the Client Credentials app on a separate tab/window.
-
Create Client Credential: Follow the steps in Add new client. In the Roles section, manually add the same roles and tenants you see on the other tab/window where the user permissions are displayed.
-
Obtain the client secret: Save to obtain the client secret. You must save the secret in a safe location as client secrets cannot be retrieved again.
Need Help?
If you encounter any issues or have questions during this process, please contact us, see topic Get help in Support Portal.