Admins can set up Service Accounts in Lattice designed specifically for integrations. Instead of tying API access to an individual employee’s login, Service Accounts act as system identities that can be assigned permissions and used to securely authenticate with the Lattice HRIS API.
Before you start
- Service Accounts cannot be used to sign into the Lattice web app.
- This cannot be used for the Partner Integrations, continue to use the official integration flow.
- Data will not be automatically synced, you'll need to configure these integrations.
Setup a Service Account
- Navigate to Admin > Platform > Service Accounts.
- Select Create service account.
- Enter a Name for the service account.
- (Optional) Enter a Description for the service account.
- Select Continue.
- Select Generate client credentials > Copy Credentials.
- Note: Ensure you copy and save your client secret as it isn't possible to view it again once this page has been left.
- Once copied, select Done, I've copied the credentials.
Edit a Service Account's Access
- Navigate to Admin > Platform > Service Accounts.
- Next to the Service Account, select the ellipsis (...) > View details.
- Select the pencil next to Permissions to allow Read or Write access to particular fields.
- Select Save.
Learn more about the HRIS (v2) API documentation.