WorkBook

Personal API Keys

Use Personal API Keys at My Settings > Login Settings > Personal API Keys to generate API keys for personal use.

Login-enabled WorkBook users—whether a System Administrator, Advanced User, or Basic User—can generate API keys for personal use. via My Settings > Login Settings > Personal API Keys. Personal API keys grant the same permissions as your normal login credentials. You can have multiple personal API keys.

Note: Contact users—sometimes known as Portal Users—cannot generate or use personal API keys.

Using a personal API key is similar to using regular API keys, but they enable you to do things like building custom workflows using AI assistants and other tools to read data and perform actions on your behalf. This is in contrast to restricted-access Advanced Users that have the application access role of API Only, and who cannot log in via the user interface.

In addition to creating personal API keys for themselves, System Administrators can manage personal API keys for other users, as well as themselves.

IMPORTANT! Personal API keys have a maximum expiration date that is three months in the future. If you try to create a personal API key with a longer active period, WorkBook still sets the expiration date to three months from the creation date. If you use personal API keys for admin integrations, you must set up a key rotation process.

You can access the My Settings / Login Settings pane via the following paths:
  • Click your Avatar/Profile drop-down menu in the main toolbar > My Settings > Login Settings.
  • Click your user name in the WorkBook footer.
  • Navigate to Time & Expense > Personal Information > My Settings and click Login Settings.