How to view or control access to your Integrations
You can manage which applications and which entities can be accessed through the API by navigating to the BGL Integrations portal on the App Switcher in either Simple Fund 360 or CAS 360.
Authorising a Connection
To authorise a connection between a 3rd party app to BGL, a confirmation modal will appear (as shown below). Through this modal users will have the ability to either authorise or deny the connection to the 3rd party app. This modal will also outline which data/user access the 3rd party app will have access to within Simple Fund 360.
User Role
For users to be able to Authorise or Deny connections to 3rd party applications, the user will be required to be either an Administrator or have the 'Connect third party applications' permission enabled for their User Role.
To enable users that do not have Admin user access to authorise 3rd party connections please activate the User Role.
Confirmation
Once a new connection with a 3rd party has been made, an email will be automatically sent to the firm's account owner. The email will also outline which data the 3rd party will have access to as apart of the integration.
Managing Existing Connections
All Applications that your firm has authorized via the API, Practice Management Integrations and Digital Signing integrations.
If you are the person who authorised the Application or the Firm's Account Owner you will be able to remove access by clicking the Delete button.
Clicking the Edit button allows you to review and modify which Entities the application has access to.
To change which entities the application has access to click on the Edit button next to Assigned Entities.
- Entities listed under ENABLED ENTITIES is what the application has access to
- Entities listed under DISABLED ENTITIES is what the application does not have access to
- Enabling the option Allow future Entitles to be accessible by default will result in any entities added to your firm in the future to be automatically enabled.
Where you have used labels to group your funds you can use these to select funds in bulk.
