Addepar

This guide will show you how to set up the integration between Addepar and Clarity Security.

Estimated time to complete: 15 minutes.

Configuration steps in your Downstream Application

Step 1: Create a Service User

It is recommended to create a new service user for this integration, rather than use an existing user.

Step 2: Assign appropriate API permissions to the API user

1. Select Firm Administration from the global navigation bar, and then in the left navigation menu click Users under User Permissions.

2. From the list of firm users, choose the individual whose permissions you'd like to set.

3. Click the Permissions tab.

4. Scroll down to API Access, and select the Create, edit, and delete option.

Step 3: Create an API key and secret combination for the API user

1. Select Firm Administration from the global navigation bar, select Firm Settings, and then click API Access Key in the left navigation menu.

2. Click the plus button in the rightmost corner of the table header.

3. Enter a description of the key (typically the name of the integration it supports).

4. Click Submit.

5. Record the key and secret, and store the combination in a secure location.

   1. These will be used in Step 8

Step 4: Find your Addepar subdomain and Firm ID

Your Addepar subdomain while be similar to: https://subdomain.addepar.com. The Firm ID will be a numerical Identifier for your tenant.

Configuring the Integration within Clarity

Step 5: Login to your Clarity Security tenant

https://your-tenant.claritysecurity.io/

Step 6: Click on Applications, then Marketplace

Step 7: Find Addepar

Scroll to or search for Addepar in the list of applications from the marketplace, then click Connect.

Step 8: Connect App

Complete the Connect App form.  Details for fields common to all applications can be found at the following article: Common App Configuration Steps

1. api_key: Generated during Step 3

2. api_secret: Generated during Step 3

3. subdomain: https://subdomain.addepar.com Gathered during Step 4

4. addepar_firm: Gathered during Step 4

Step 9: App Settings

Complete the App Settings form.  Details for each field can be found at the following article: Common App Configuration Steps

Step 10: User Settings

Complete the User Settings form.  Details for each field can be found at the following article: Common App Configuration Steps

Step 11: Validate Your Selections and Save

Validate the selections from Configure App Step 3, and hit the Save button.

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