Configure Data API account
Setup your API account
Overview
Once your account is created, you will get the login credentials through email to your registered email address. The login credentials provided are temporary and must be updated/changed right after your first successful login. This ensures the security and privacy of your login details and allows you to have your desired password.
First-time login process
Changing your password
Please follow the below steps to complete your first-time login process:
- Visit the website https://servicesuat.onesingleview.com
- Enter the username and password (received through email) in the respective fields of the login screen
- Please make sure that the details you have entered are correct
- Once you are sure, click on the "Login" button
- Based on the validity of the provided data, the system will direct you to your respective account
- After you have successfully logged in to your account, click on the "Profile" icon located at the right corner of the screen
- Now go to the "Sign-in & Security" section by selecting it
- Click on the "Reset" option available in the Password field
- Once you have created a new password, click on the "Save" button
Critical requirements
The password should include:
- An uppercase letter
- A lowercase letter
- A special character
- A number
- Length of minimum 8 Characters
The password you create after your first login will be the one you need to provide to log in to your SingleView Data API account.
Important information
- A registered user can access the login platform only by providing valid login details
- No user can access the platform or the available options unless logged in
- The temporary password will expire right after your first successful login
- The login platform is case-sensitive. Ensure the Caps Lock and Number Lock status is correct before entering the details.
Warning
As a protective and security measure, a user account that has gone through 3 failed login attempts will be automatically disabled. To re-enable the account, contact SingleView support and provide the necessary information and reasoning.
Setup your Profile/SingleView Data API Account
After you have completed the First-time login process, you need to configure your account, i.e., add appropriate details to access all the available options. To begin the process, go to the "Profile" page by clicking on the Profile icon at the top-right corner. The following information in the mentioned categories is required to set up your SingleView Data API account:
Company info
- Name - Name of the user
- Company logo - Upload a logo of your company
- Group - Select the Group to which the company belongs. Leave in case of an individual company.
- Address - Company location
- Business type - Type of the business or industry or field
- User type - Type of the user
- Currency - Selected currency to perform the functions and viewing
- License details - Details about the license, expiry date, subscription plan
- ERP Service - Details about the connected or serviced ERP
- Payroll - Status of payroll services
- Call-back Payment Status URL - URL details
- Call-back Payment Charge URL - URL details
Client info
- Client Details - Client ID and Client code details
- Signature Key - Signature key to generate Signature code
Sign in & Security
- Name - Name of the user
- Username - Login username
- Email Address - User's email address and verification status
- Password - Password of the account
- Phone - Phone number of the user
- Enable/Disable user - Option to enable or disable the user
- Group Admin access - Option to provide access as a Group Admin
- Two-step Verification - Status & Setup Two-Step Verification
- Multi-Factor Verification - Status & Setup MFA
- Biometric - Add or delete Biometrics for login
Banks
List of the banks that the user can access as per the license plan or subscription
Note
Viewing the above information and having access to edit it will depend on the user account's role. Some of the accounts/users may need help finding these options.
Updated 5 months ago