> ## Documentation Index
> Fetch the complete documentation index at: https://docs.opigno.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Authentication Setup

> Complete guide to configuring authentication for Zapier integration with Opigno Enterprise LIP

## Prerequisites

Before setting up authentication, ensure you have:

<Check>
  * Administrator access to your Opigno Enterprise instance
  * At least one hierarchy top level created in your instance
  * Understanding of your learning area structure
</Check>

<Warning>
  Only administrator users can create access tokens. Ensure your account has sufficient permissions before proceeding.
</Warning>

## Generating Access Tokens

To connect Zapier to your Opigno Enterprise instance, you need to generate an access token first.

<Steps>
  <Step title="Navigate to Token Management">
    1. Log into your Opigno Enterprise backoffice
    2. Go to the **Authentication** section in the left sidebar
    3. Click **Manage access tokens**
  </Step>

  <Step title="Create New Token">
    1. Click the **Add access token** button
    2. Fill out the token configuration form (see details below)
    3. Save your credentials securely
  </Step>
</Steps>

## Token Configuration Fields

When creating a new access token, you'll need to configure several important fields:

### Access Token Learning Area

<ParamField body="learning_area" type="string" required>
  The learning area this token will be restricted to. Each token is typically limited to a single learning area for security purposes.

  <Tip>
    You'll need to create a separate token for each learning area you want to integrate with Zapier. Learn more about [understanding learning areas](/hierarchy-management/understanding-learning-areas).
  </Tip>
</ParamField>

### Token Name

<ParamField body="token_name" type="string" required>
  A human-readable label to identify this token. Use descriptive names like "Zapier Integration - Sales Team" or "Marketing Automation Token".
</ParamField>

### Expiration Date

<ParamField body="expiration_date" type="date" default="1 year">
  The token's expiration date. Default is set to 1 year, but you can adjust this based on your internal security policies.

  <Warning>
    Set appropriate expiration dates based on your security requirements. Shorter expiration periods provide better security but require more frequent token renewal.
  </Warning>
</ParamField>

### Client ID and Secret Key

<ParamField body="client_id" type="string" required>
  The OAuth2 client ID for your application. This unique identifier is generated when you create the access token.
</ParamField>

<ParamField body="client_secret" type="string" required>
  The OAuth2 client secret for your application. This is a sensitive credential that must be kept secure.

  <Warning>
    Never share your client secret publicly or commit it to version control. Treat it like a password. The secret is only shown once during creation.
  </Warning>
</ParamField>

<Frame caption="Example of the access token creation form">
  <img src="https://mintcdn.com/connect-i/Jn0jyPIz_WONQ3IP/images/screencapture-zapier-auth-token.png?fit=max&auto=format&n=Jn0jyPIz_WONQ3IP&q=85&s=0665581a2a3b703e90e7385dd1fd62a8" alt="Screenshot showing the access token creation form with all required fields" width="1258" height="1297" data-path="images/screencapture-zapier-auth-token.png" />
</Frame>

## Zapier Configuration

Once you have your access token credentials, configure Zapier to connect to your Opigno Enterprise instance.

### Required Configuration Fields

Configure these fields in your Zapier integration:

<ParamField body="base_url" type="string" required>
  The base URL of your Opigno backoffice instance. This is the main domain where your Opigno application is hosted.

  **Format**: `https://yourcompany.opigno.cloud` or `https://yourdomain.com`

  <Info>
    Make sure to use the exact URL format without trailing slashes or additional paths.
  </Info>
</ParamField>

<ParamField body="client_id" type="string" required>
  The OAuth2 client ID for your application. This unique identifier is generated when you create an access token in your Opigno instance.

  **Where to find**:

  1. Navigate to your Opigno backoffice
  2. Go to **Configuration** → **Authentication** → **Manage access tokens**
  3. Click **+ Add access token**
  4. Copy the generated Client ID
</ParamField>

<ParamField body="client_secret" type="string" required>
  The OAuth2 client secret for your application. This is a sensitive credential that must be kept secure.

  <Warning>
    Never share your client secret publicly or commit it to version control. Treat it like a password. The secret is only shown once during creation.
  </Warning>

  **Where to find**: The secret key is available only immediately after token creation and is stored as a hash for validation. If you lose it, you'll need to generate a new token.
</ParamField>

<Frame caption="Zapier configuration interface for Opigno Enterprise">
  <img src="https://mintcdn.com/connect-i/Jn0jyPIz_WONQ3IP/images/screencapture-zapier-engine.png?fit=max&auto=format&n=Jn0jyPIz_WONQ3IP&q=85&s=2c8c1c3e41487cda9dd6e1a59c7b8c6d" alt="Screenshot showing Zapier configuration form with authentication fields" width="1298" height="1110" data-path="images/screencapture-zapier-engine.png" />
</Frame>

## Testing Your Connection

After configuring all fields, test your connection to ensure everything is working correctly:

<Steps>
  <Step title="Save Configuration">
    1. Enter all required fields in Zapier
    2. Click **Save** to store your configuration
  </Step>

  <Step title="Test Connection">
    1. Click **Test** to verify the connection
    2. Check for any error messages
    3. Verify you can access your learning area data
  </Step>
</Steps>

<Check>
  If the test is successful, you'll see a confirmation message and can proceed to configure your Zapier workflows.
</Check>

## Next Steps

Once authentication is configured successfully:

<CardGroup cols={2}>
  <Card title="Understanding Learning Areas" icon="users" href="/hierarchy-management/understanding-learning-areas">
    Learn how to configure user access and permissions within your learning areas.
  </Card>

  <Card title="Set Up Hierarchy Levels" icon="sitemap" href="/hierarchy-management/configuration-guide/setup-hierarchy-levels">
    Understand how to set up and manage your organizational hierarchy.
  </Card>
</CardGroup>
