BarTender Setup for Admins
In order to start using Bartender, you need to create a Web Application and set up an account on the BarTender website. To successfully send Rest API calls, at least one user with a valid authentication (successfully created a Password access App) needs to be set up. On the Salesforce side, the account is organization-wide, and all Salesforce users share the same account for printing. To begin the set-up, follow the steps below:
User creation/ Edit existing users
- Go to https://am1.bartendercloud.com/ and click the hamburger icon
to begin setting up the Users.
- Click on “Security.”
- Navigate to the “Users” tab
- New User creation to support Rest API calls
- Click on “Create User”
- New User creation to support Rest API calls
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- When creating a new user, make sure that the mandatory fields (First Name, Last Name, and email address) are filled in.
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Note: In order to integrate BarTender with Salesforce, the user you are creating needs to have “Allow password-based API access” enabled. See the screenshot below: (If this is your first user, ensure you select the “Set as administrator” checkbox before anything else).
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- Once this information is added, click on the invite button:
- You will receive an email as part of the account creation process. Accept the invitation by clicking the ‘join’ button within the email.
- Once this information is added, click on the invite button:
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- Edit existing User to support Rest API calls
- In the “Users” tab, click the three dots
to edit an existing User.
- Click on “Edit”
- In the “Users” tab, click the three dots
- Edit existing User to support Rest API calls
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- In order to integrate BarTender with Salesforce, the user needs to have “Allow password-based API access” enabled.
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Authentication process
This authentication is mandatory in order for your Rest API client to make a call to BarTender Cloud and verify that access is authorized to your account.
- Go to https://am1.bartendercloud.com/ and click the hamburger icon
to begin the authorization process.
- Select “Manage Cloud Account”.
- Then click on
- Under “Console Applications and Services”, click on “Register Application for Password-Based Access”.
- Fill in the Application name and click on
Access the Web registration ID and Secret by clicking on “View ID & Secret” near the application created one step above.
- Copy the Application ID and the Application Secret into a Word Processing application for later use.
Note: This information will be reused when setting up the App on the Salesforce side