OAuth Provider Settings

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Overview

OAuth Provider Settings – Business Overview

OAuth Provider Settings is a setup document used in Dafater to control how external applications and services securely connect to your organization’s system. It defines the rules and permissions that allow trusted third-party platforms to access selected business data or functions without sharing user passwords.

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What OAuth Provider Settings Is Used For

From a business perspective, OAuth Provider Settings enables safe and controlled collaboration between Dafater and other digital tools your organization relies on.
It allows you to:

• Let external systems connect to Dafater in a secure, permission-based way
• Control which business data or actions can be accessed by outside applications
• Support single sign-on or integrated user experiences across platforms

This setup ensures data security while still enabling automation and integration.

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Prerequisites and Setup Requirements

Before using OAuth Provider Settings, the following should be in place:

• A clear business need to integrate Dafater with another system (for example, a mobile app, partner portal, or reporting tool)
• Approval from business and compliance stakeholders on what data can be shared
• Defined roles or responsibilities for managing external access
• An understanding of which business processes will rely on the integration

This document is typically configured once and reviewed periodically.

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Typical Workflow and Business Process Fit

1. Integration Need Identified
   The business decides to connect Dafater with an external service to improve efficiency or user experience.

2. Access Rules Defined
   Using OAuth Provider Settings, the organization defines how external systems are allowed to interact with Dafater.

3. Approval and Activation
   Once reviewed and approved, the settings are activated to allow secure access.

4. Ongoing Monitoring
   Business users periodically review the setup to ensure access remains appropriate and aligned with current policies.

This document fits into broader digital transformation and integration initiatives.

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Key Business Scenarios Where It Is Essential

• Customer or Partner Portals
  Allowing customers or partners to log in using trusted platforms while accessing Dafater data securely.

• Mobile or Web Applications
  Enabling business apps to retrieve or update information without exposing internal credentials.

• Reporting and Analytics Tools
  Allowing approved external tools to read business data for insights and dashboards.

• Process Automation
  Supporting automated workflows that span multiple systems.

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Important Considerations for Users

• Data Security: Only allow access that is strictly necessary for the business purpose.
• Compliance: Ensure data sharing follows internal policies and regulatory requirements.
• Governance: Regularly review and update settings as business relationships or processes change.
• Accountability: Assign ownership for maintaining and auditing OAuth Provider Settings.

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In summary, OAuth Provider Settings plays a critical role in enabling secure, controlled, and scalable integrations in Dafater, helping businesses connect systems while protecting sensitive information.

Basic Information

• Module: Integrations
• Document Type: Setup
• Type: Single (Configuration)

Fields

Field Name	Label	Type	Required	Options	Description
skip_authorization	Skip Authorization	Select		Force, Auto	Control whether Dafater prompts user authorization during OAuth flow

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓