OAuth Bearer Token
Overview
Below is a business-focused explanation of the OAuth Bearer Token document type, written for functional users and decision-makers using Dafater.
OAuth Bearer Token – Business Overview
What the OAuth Bearer Token is used for
The OAuth Bearer Token is used to securely authorize Dafater to communicate with external business systems and digital services.
It acts as a temporary digital permission slip, allowing Dafater to access specific data or perform approved actions on another platform without sharing usernames or passwords.
From a business perspective, this document ensures that integrations with partners, payment gateways, government portals, analytics tools, or third‑party service providers are secure, controlled, and auditable.
Prerequisites and setup requirements
Before using the OAuth Bearer Token, the following must be in place:
- A confirmed business need to connect Dafater with an external system
- Approval from business owners or compliance teams for data access
- A registered integration agreement with the external service provider
- Defined access scope (what data or actions Dafater is allowed to use)
- Assigned responsibility for monitoring and renewing access permissions
These steps ensure that access is granted intentionally and aligns with company policies.
Typical workflow and how it fits into business processes
Integration approval
The business approves a connection between Dafater and an external service.Token creation
An OAuth Bearer Token record is created to represent the approved access.Active usage
Dafater uses the OAuth Bearer Token whenever it needs to exchange data or trigger actions with the external system.Monitoring and renewal
Tokens are monitored for validity and renewed or replaced as needed to avoid service disruptions.Deactivation
When an integration is no longer required, the OAuth Bearer Token is disabled or removed.
This workflow ensures uninterrupted operations while maintaining strong access control.
Key business scenarios where the OAuth Bearer Token is essential
The OAuth Bearer Token plays a critical role in scenarios such as:
- Automatic exchange of financial or operational data with partner systems
- Secure connection to payment processors or digital wallets
- Integration with external reporting or compliance platforms
- Syncing customer, supplier, or transaction data with third-party services
- Enabling real-time dashboards and analytics from external tools
Without this document, these integrations would either be insecure or not possible at all.
Important considerations for users
- Security responsibility: Tokens grant access—handle them carefully and restrict visibility.
- Expiry awareness: Tokens may expire; renew them in advance to avoid business interruptions.
- Access limitation: Only grant the minimum access required for the business purpose.
- Audit readiness: Keep records updated for internal and regulatory reviews.
- Ownership clarity: Assign a business owner responsible for each OAuth Bearer Token.
Business value summary
The OAuth Bearer Token enables Dafater to collaborate safely with external systems, supporting automation, efficiency, and scalability—while maintaining strong governance and trust across business operations.
Basic Information
- Module: Integrations
- Document Type: Document
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| client | Client | Link | OAuth Client | OAuth client application registered in Dafater. | |
| user | User | Link | User | User authorized to access Dafater resources. | |
| scopes | Scopes | Text | - | Permissions granted to the token within Dafater. | |
| access_token | Access Token | Data | - | Token used by clients to access Dafater APIs. | |
| refresh_token | Refresh Token | Data | - | Token used to obtain new access tokens in Dafater. | |
| expiration_time | Expiration time | Datetime | - | Date and time when the token expires in Dafater. | |
| expires_in | Expires In | Int | - | Token validity duration in seconds defined by Dafater. | |
| status | Status | Select | Active, Revoked | Current token status for access control in Dafater. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| OAuth Client | Links to | Integrations |
| User | Links to | Core |