User Management overview (API)

Managing API users allows you to add, edit, and manage users who are allowed to access SurePrep services using API. Firm administrators should add new firm members as users, and every user should have his or her own user API login credentials.
Before you start, enable API for your firm.
To access the API user management screen, go to
FileRoom
>
Admin
API
>
User Management
.
On the
User Management
, you can:
  • Add a new API users
  • Editing API users
  • Enable/Disable API user
  • Deleting an API user

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