AvSight Self-Service Connection Guide

Rotabull staff work with you connect AvSight. If you prefer to handle this on your own, the following instructions will guide you through the process.

You will create an External Client App within Avsight that allows data to be exchanged between the two systems.

1. Login into your Avsight ERP and click "Set up" in the top-right:

   

2. Access the External Client App Manager on the left (use the search bar to quickly find this section).

   

3. Once you're in the External Client App Manager, click New External Client App in the top right.

   

4. You can fill out the information for the app following the example below. One key note is that you'll need to check "Enable OAuth" and be sure to add "Manage user data via APIs (api) as the Selected OAuth Scope:

   

5. At the bottom of this page you'll also need to turn on the following Flow Enablement and Security options (some of these may already be checked by default).

   

6. Click "Create". You'll now see the Rotabull app in the External Client App Manager. Click the app name to open it.

7. In the Policies section, we'll need to select an Avsight user that the Rotabull app will run under. Generally speaking, any existing user should be fine or you can create a specific one for Rotabull. In the OAuth Flows and External Client App Enhancements section, enter the email address of the user you'd like the app to run under.

   

8. The "Run As" user will likely need to have some permissions added to complete the configuration of the app. On the left side bar, find the Users section and click Users (the search bar can help you quickly find this section).

   

9. This will bring up a list of all the users you have in Avsight. Locate the user that you chose or the Rotabull app, then click on the associated profile on the right.

   

10. Scroll down to the System section and click on System Permissions.

    

11. This will open the list of all permissions that can be added to the profile. Locate the following permissions and ensure they are enabled (checked):