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In order to access Wealthbox-related features, the user must be granted access to the respective security realm. Check under Administration > Security > Security realm that the list of Trusted SSO Realms for the user includes Wealthbox.
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Open Docupace and proceed to Administration > Security > Security realm. Opening Docupace Security realm
Search for the relevant User ID and click the Edit link. The Security page opens.
Check that the list of Trusted SSO Realms includes Wealthbox. Wealthbox realm for the user account |
Step 2: Configure Alias Username in Docupace
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Important: If the .ACL file for your site doesn’t contain the |
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View the user alias in Wealthbox. Check this by opening the settings menu next to the username and selecting the Applications menu. The list of applications is displayed.
Scroll down to the Docupace application and click Settings.
Select and copy the code from the Your Docupace Alias field.
Log into your Docupace site. Open your User Settings.
Go to the API Credentials section of the User Profile and click the Edit icon next to the Wealthbox field.
Paste the username from Wealthbox and click Save. The new alias appears in the API Credentials list.
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