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Table of Contents

Table of Contents

Administration functionalities

Administration functionalities

Administration functionalities

Table of Contents

Table of Contents

Introduction

The Admin Functionalities section in ApiShare is accessible from the main menu and provides tools for managing platform-wide configurations. This section is available only to Owners and allows administration of entities such as Tags, Categories, Integration Patterns, Roles, and Notifications.

Managing tags

Creating a tag

Prerequisites:

  • Users must have Administrator or equivalent permissions.

Steps:

  1. Navigate to Admin Functionalities > Tags.

  2. Click + to open the New Tag modal.

  3. Enter the Tag Name (required) and Description (optional).

  4. Click Save.

Post-Conditions:

  • The tag is created and can be assigned to various entities.

Editing a tag

Steps:

  1. Select a tag from the list.

  2. Click Edit and modify the details.

  3. Click Save.

Post-Conditions:

  • The tag updates immediately across the platform.

Deleting a Tag

Steps:

  1. Select a tag from the list.

  2. Click Delete and confirm.

Post-Conditions:

  • The tag is permanently removed from all associated entities.

Managing categories

Creating an API or App category

Prerequisites:

  • Requires Administrator or equivalent permissions.

Steps:

  1. Navigate to Admin Functionalities > Categories.

  2. Choose API or App category.

  3. Click + to create a new category.

  4. Enter the Category Name and Description (optional).

  5. Click Save.

Post-Conditions:

  • The category is created and can be assigned to API Products, API Assets, or Apps.

Editing a category

Steps:

  1. Select a category from the list.

  2. Click Edit and update the details.

  3. Click Save.

Post-Conditions:

  • The category is updated and immediately reflected in the platform.

Deleting a category

Steps:

  1. Select a category from the list.

  2. Click Delete and confirm.

Post-Conditions:

  • The category is permanently removed from all associated entities.

Managing integration patterns

Creating an integration pattern

Prerequisites:

  • Requires Administrator or equivalent permissions.

Steps:

  1. Navigate to Admin Functionalities > Integration Patterns.

  2. Click + to create a new integration pattern.

  3. Enter the Name, Description, and select if the pattern is Productizable.

  4. Click Save.

Post-Conditions:

  • The integration pattern is created and can be assigned to API Assets.

Editing an integration pattern

Steps:

  1. Select an integration pattern from the list.

  2. Click Edit and update the details.

  3. Click Save.

Post-Conditions:

  • The integration pattern updates immediately in the platform.

Deleting an integration pattern

Prerequisites:

  • The integration pattern must not be assigned to any API Asset.

Steps:

  1. Select an integration pattern from the list.

  2. Click Delete and confirm.

Post-Conditions:

  • The integration pattern is permanently removed.

Cloning an integration pattern

Steps:

  1. Select an integration pattern from the list.

  2. Click Clone.

  3. Enter the New Name and Description.

  4. Click Save.

Post-Conditions:

  • A duplicate of the integration pattern is created.

Managing roles and permissions

Creating a role

Prerequisites:

  • Requires Administrator or equivalent permissions.

Steps:

  1. Navigate to Admin Functionalities > Roles.

  2. Click + to create a new role.

  3. Enter the Role Name and Description.

  4. Click Save.

Post-Conditions:

  • The role is created and available for assignment.

Editing role permissions

Steps:

  1. Select a role from the list.

  2. Click Edit Permissions.

  3. Modify Environment and Entity permissions.

  4. Click Save.

Post-Conditions:

  • The role’s permissions are updated.

Assigning roles to users

Steps:

  1. Navigate to Organizations & Groups.

  2. Select the target Organization and Group.

  3. Click the Role Dropdown next to the user’s name.

  4. Select a new role.

Post-Conditions:

  • The user’s role is updated immediately.

Managing notifications

Viewing notifications

Steps:

  1. Navigate to Admin Functionalities > Notifications.

  2. Select an entity from the list to see related notifications.

Post-Conditions:

  • The notifications for the selected entity are displayed.

Enabling or disabling a notification receiver

Steps:

  1. Select a notification from the list.

  2. Click Edit to modify receiver settings.

  3. Enable or disable push/email notifications.

  4. Click Save.

Post-Conditions:

  • The notification settings for the receiver are updated.

Pausing or resuming notifications

Steps:

  1. Select a notification from the list.

  2. Click Pause to stop notifications or Play to resume.

  3. Confirm the action.

Post-Conditions:

  • The notification is paused or resumed accordingly.

Adding a notification reminder

Steps:

  1. Select a notification related to a deadline (e.g., API deprecation).

  2. Click Edit.

  3. Add a new Reminder Slot.

  4. Click Save.

Post-Conditions:

  • A reminder notification is set before the main event.

Deleting a notification reminder

Steps:

  1. Select a notification.

  2. Click Edit.

  3. Remove a Reminder Slot.

  4. Click Save.

Post-Conditions:

  • The reminder notification is removed.

Managing visibility settings

Configuring API visibility

Steps:

  1. Navigate to Admin Functionalities > Visibility.

  2. Select API visibility settings.

  3. Choose access type:

    • Full Access (public, including guests).

    • Custom Access (restricted by organization type, category, or specific organizations).

  4. Click Save.

Post-Conditions:

  • API visibility is updated based on the selected criteria.

Configuring documentation visibility

Steps:

  1. Navigate to Admin Functionalities > Visibility.

  2. Select Documentation visibility settings.

  3. Choose access type and configure restrictions.

  4. Click Save.

Post-Conditions:

  • Documentation visibility is updated.

Managing Policy Templates

Administrators can define and maintain policy templates to standardize how Key Sets behave across the platform. These templates control expiration, rotation, and regeneration rules for credentials used in API subscriptions.

Creating a Policy Template

Preconditions

  • Admin permissions.

  • At least one supported authentication method must be configured on the platform.

Steps

  1. Navigate to Admin > Key Set Policy.

  2. Click Create Policy Template.

  3. Complete the following fields:

    • Name (required): A meaningful name. Cannot start with a space.

    • Authentication Type (required): Choose from the dropdown.

    • Description: Minimum two characters. Cannot start with a space.

  4. Configure Expiration Period:

    • Enable or disable the setting.

    • Enter a duration (minimum 1 day).

    • Select a time unit (Days, Weeks, Months).

  5. Configure Rotation Frequency:

    • Enable or disable the setting.

    • Enter a duration (minimum 1 day).

    • Select a time unit (Days, Weeks, Months).

  6. If both expiration and rotation are enabled:

    • Grace Period is automatically calculated as: Expiration Period − Rotation Frequency.

    • Max Simultaneous Keys is calculated as: Expiration Period / Rotation Frequency.

  7. (Optional) Enable Manual Regeneration by checking the corresponding box.

  8. Define the Ruleset:

    • Select a field (API Tags or API Categories).

    • Choose a function (Contains / Not Contains).

    • Select one or more values.

    • All rule fields must be completed; otherwise, saving will be disabled.

  9. Click Save.

Post-conditions

  • The policy template is saved.

  • All future Key Sets created through API subscriptions will comply with the configured security rules.

Tips

  • The Expiration Period must be greater than the Rotation Frequency.

  • For security reasons, the maximum number of simultaneous keys must not exceed two.

Editing a Policy Template

Preconditions

  • At least one policy template already exists.

Steps

  1. Navigate to Admin > Key Set Policy.

  2. Select the policy template to edit.

  3. Click Edit.

  4. Modify the desired fields.

  5. Click Save.

Post-conditions

  • The updated template will apply to future Key Sets generated with that template.

  • A confirmation message will confirm the successful update.

Deleting a Policy Template

Preconditions

  • The policy template must not be in use by any active Key Set.

Steps

  1. Navigate to Admin > Key Set Policy.

  2. Select the policy template to delete.

  3. Click Delete and confirm.

Post-conditions

  • The policy template is permanently removed and no longer available for assignment

Documentation menu

Documentation menu

Documentation menu

Documentation menu