MyInvois Portal User Guide (Chapter 11) - ERP System Management

Summary

This video script guides users on how to manage ERP system representatives in the My Invoice portal. It covers the steps to register, edit, and manage ERP system details, including client IDs, client secrets, and expiration periods. The process involves setting expiration for client secrets, adding new systems, and designating a primary ERP system. Users can also regenerate client secrets in case of leaks or security issues. A green notification confirms successful secret generation, and users are reminded to save the generated details for safekeeping.

Takeaways

• 😀 Client IDE and client secret provision are used to generate a token for authenticating the ER system in the My Invoice portal.
• 😀 Representatives of ERP systems can be appointed and managed through the My Invoice portal by scrolling to the bottom of the taxpayer profile.
• 😀 The ERP representatives table in the taxpayer profile allows users to view and register ERP systems.
• 😀 Users can add a new ERP system by clicking the 'Register ERP' button, requiring them to set an ERP name, client secret, and expiration period.
• 😀 The client secret expiration period ensures that the secret becomes unusable once the set period is up.
• 😀 The system allows users to make a specific ERP system the primary system by selecting the checkbox for the primary ERP system.
• 😀 Upon completing the fields, users click 'Register' to generate a client ID and two client secrets for the ERP system.
• 😀 The two client secrets serve as backups, ensuring system access even if one is compromised or unusable.
• 😀 To edit ERP system details, users can click on the three dots next to the ERP row in the table and select 'Edit' to update ERP information or change the primary ERP system.
• 😀 If a client secret is leaked, users need to disable the current secret and generate a new one by clicking the 'Regenerate Secrets' button.
• 😀 The expiration period for both the current and new secrets can be set to control when the old secret becomes unusable and when the new one will expire.
• 😀 After regenerating secrets, a green notification will confirm the successful generation of new secrets, which users should record and safeguard.

Q & A

What is the purpose of generating a token for the My Invoice system?

The token is used for authenticating the ERP system, ensuring that the My Invoice system can securely communicate with it.

How can ERP system representatives be managed?

ERP system representatives can be managed through the My Invoice portal. Users can view and register system representatives by scrolling to the bottom of the taxpayer profile and using the 'ERP' section.

Where can users view the details of the ERP system representatives?

Users can view the ERP system representatives in the 'Representatives' table within the taxpayer profile. This table displays details such as the ERP name, client ID, client secret, and expiration period.

What happens when a new ERP system is added?

When a new ERP system is added, users are prompted to enter the ERP system name, set a client secret expiration period, and specify if the system should be marked as the primary ERP system. This process generates a client ID and two client secrets.

Why does the ERP system generate two client secrets?

The system generates two client secrets to provide a backup option. This ensures that if one secret is compromised, the other can be used to access the ERP system securely.

How can users edit the details of an existing ERP system representative?

To edit an ERP system's details, users must click on the three dots at the end of the ERP row in the representatives table and select the 'Edit' option, where they can modify the ERP name or adjust the primary system setting.

What should users do if their client secret is compromised?

If the client secret is compromised, users should regenerate the secrets. The current secret is disabled, and a new one is generated to maintain system security.

How does the regeneration of client secrets work?

To regenerate client secrets, users click the three dots in the ERP row, select 'Regenerate Secrets,' and choose an expiration duration for the current and new client secrets. After completion, a notification confirms the successful generation.

What is the significance of the expiration period when generating new client secrets?

The expiration period determines how long the new client secret remains valid. It also specifies how long the existing client secret remains usable before it becomes invalid.

What steps are involved in confirming the successful generation of new client secrets?

After generating the new client secrets, users need to copy the client ID and the new secrets for safekeeping. They must then check a confirmation box and click 'Done' to complete the process.