Using authentication tokens

You can use tokens to authenticate the Helix Plan web client and some integrations with the server instead of a username and password. A token is a unique string that provides secure access to Helix Plan. When you use a token, you can stay logged in to Helix Plan until the token expires or you log out.

You can only use tokens if they are enabled for the Helix Plan server. Administrative users can enable tokens in the Helix Plan Server Administrator. See the server administrator documentation for information.

1. Add a token. Make sure you copy the token value. See Adding authentication tokens.

You can add multiple tokens if you want to use different ones for different purposes.

2. When logging in to the Helix Plan web client or an integration, enter your Helix Plan username and enter the token value as the password.

After successful login, you will stay logged in until the token expires or you log out.