Adding a Service Principal to a Client

A service principal is a type of HotDocs Advance account that performs actions in Advance on behalf of a client.

Only clients using the ResourceOwner authentication flow are required to add a service principal.

Prerequisites

• Create a new API client – you must have an existing API client before you can add a service principal

To add a service principal to a client

1. Open the details page for the client for which you need to add a service principal
2. Click the Add a service principal button.
3. Enter the following information into the Add a service principal for the client form:
• PrincipalName – the name of the new service principal
• (Optional) Password – an automatically-generated password appears in this field; you can change it to your own custom password, if necessary.

  Remember this password; you will need it when making requests to the Advance API.

• (Optional) IsActive – check this box to make the service principal immediately available for making requests to the API; you can activate the service principal later, if necessary