Client Portal API profiles and one-time tokens
Create, secure, review and revoke one token per external portal with sections, domain, server IP and rate limits.
Proplix Secure API Gateway
Open guide →GuideOpen the Client Portal API profile form
Use the visible Main Flow card.
Open guide →GuideComplete API name
Required administrator label, for example an external client portal name.
Open guide →GuideComplete Profile key
Enter a short internal identifier such as abc_estate_portal.
Open guide →GuideComplete Allowed domain
Record the external portal domain for reference/audit.
Open guide →GuideComplete Allowed server IPs
Optionally restrict calls to backend server IP addresses.
Open guide →GuideSet Rate limit per minute
Choose 10–1000; the visible default is 120.
Open guide →GuideSelect allowed portal sections
Only checked sections are encoded into the portal profile.
Open guide →GuideCreate the Portal API
Submit the form after selecting security and data scope.
Open guide →GuideCopy the one-time token
The newly generated private token is shown once in flash data and cannot be displayed again.
Open guide →GuideStore the token server-side
Never expose the master token in browser JavaScript.
Open guide →GuideReview portal profiles
The page lists existing portal profiles and enabled modules.
Open guide →GuideRevoke a portal profile
Use Revoke; status becomes revoked and authentication stops.
Open guide →GuideUnderstand usage metadata
Profile records can retain last-used information when authenticated.
Open guide →GuideUnderstand one-way portal token storage
The token is stored as a SHA-256 hash rather than recoverable plaintext.
Open guide →GuideReview detected enabled modules
Use the enabled-module display to understand available automatic data adapters.
Open guide →GuideAllow portal section: Client profile
Core customer/account profile.
Open guide →GuideAllow portal section: Contacts
Active contacts related to the customer.
Open guide →GuideAllow portal section: Invoices
Customer invoices permitted by portal rules.
Open guide →GuideAllow portal section: Invoice payments
Payments related to the customer invoices.
Open guide →GuideAllow portal section: Estimates
Customer estimates.
Open guide →GuideAllow portal section: Proposals
Customer proposals.
Open guide →GuideAllow portal section: Projects
Customer projects.
Open guide →GuideAllow portal section: Tickets
Customer support tickets.
Open guide →GuideAllow portal section: Contracts
Customer contracts.
Open guide →GuideAllow portal section: Customer files
Authorised customer files.
Open guide →GuideAllow portal section: Subscriptions
Customer subscriptions.
Open guide →GuideAllow portal section: Automatic enabled module data
Data from detected supported modules.
Open guide →