API Client Tenant Onboarding

Introduction

In this guide you will find instructions on how to onboard with Moneyhub, and how to setup your Tenant-linked API client.

Terminology

Tenant user: A tenant user is a user that is linked to your specific Tenant. These users are created via an import process, manual registration or api registration. They can have access to a Whitelabel version or Widgets from the Moneyhub app. For this type of users we can hold personal information such as name, surname, email and password.

API client: There are 2 definitions for an API client:

  • A set of credentials that can be used to authenticate and use our API and can be accessed through admin portal
  • A way to refer to your company/enterprise that is using our API

This guide describes the latter API client.

Moneyhub-api-client: This refers to our Node.js API client library. https://github.com/moneyhub/moneyhub-api-client

Creating a Tenant-linked API Client

1. Get access to Moneyhub’s Admin Portal

Admin Portal Sign Up

2. Create an API Client linked to your tenant and business

Follow the steps of our main API client creation Create a Client, while being sure to set the Redirect URI as one of your trusted domains and select your Tenant in the dropdown shown below:

A Tenant-linked API client only has permissions for creating access tokens for users under a tenant and to access their data.

Now you have registered with the platform and generated your client, you should be able to create users and their tokens: Creating users and token generation