---
title: "Addepar"
slug: "addepar"
description: "How to integrate Addepar with Clarity Security"
updated: 2025-03-31T16:53:10Z
published: 2025-03-31T16:53:10Z
canonical: "help.claritysecurity.com/addepar"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.claritysecurity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Addepar

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

**Estimated time to complete:** 15 minutes.

If you run into any problems, please contact your support team or [support@claritysecurity.io](mailto:support@claritysecurity.io).

You can reference the Addepar Documentation on this process here: [https://developers.addepar.com/docs/basic-authentication](https://developers.addepar.com/docs/basic-authentication)

> [!NOTE]
> A note on provisioning:
> 
> Addepar will only provision new users if they have an email domain that matches what was configured in your Addepar tenant.

---

## **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.

![](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image(490).png?sv=2026-02-06&spr=https&st=2026-11-09T19%3A30%3A44Z&se=2026-11-09T20%3A30%3A44Z&sr=c&sp=r&sig=ErUWErXCqYLunnDNZxZ4yr7MCFXE3DVWhUZGVKQeJCI%3D)

1. Click the plus button in the rightmost corner of the table header.
2. Enter a description of the key (typically the name of the integration it supports).
3. Click Submit.

![](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image(492).png?sv=2026-02-06&spr=https&st=2026-11-09T19%3A30%3A44Z&se=2026-11-09T20%3A30%3A44Z&sr=c&sp=r&sig=ErUWErXCqYLunnDNZxZ4yr7MCFXE3DVWhUZGVKQeJCI%3D)

1. Record the key and secret, and store the combination in a secure location.
  1. These will be used in Step 8

![](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/7dfd6c4-Save_Key.png?sv=2026-02-06&spr=https&st=2026-11-09T19%3A30%3A44Z&se=2026-11-09T20%3A30%3A44Z&sr=c&sp=r&sig=ErUWErXCqYLunnDNZxZ4yr7MCFXE3DVWhUZGVKQeJCI%3D)

### **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](/docs/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

![](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image(495).png?sv=2026-02-06&spr=https&st=2026-11-09T19%3A30%3A44Z&se=2026-11-09T20%3A30%3A44Z&sr=c&sp=r&sig=ErUWErXCqYLunnDNZxZ4yr7MCFXE3DVWhUZGVKQeJCI%3D)

### **Step 9: App Settings**

Complete the **App Settings** form. Details for each field can be found at the following article: [Common App Configuration Steps](/docs/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](/docs/common-app-configuration-steps)

### **Step 11: Validate Your Selections and Save**

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

**Save**

Clicking the **Save** button will trigger the first full sync for your application (even if you selected Manual syncing). This includes Service Users, Entitlements, Service User Entitlements, Service User Attributes.

## **Need Help?**

If you have any problems, contact your customer success team. You can also get in touch with our general support [via email](mailto:support@claritysecurity.io), open a [support ticket](https://support.claritysecurity.com/home). Our general support team is available Monday - Friday from 8:00 AM - 6:30 PM CST.

A Downstream Application is any application that supplies Clarity with service users, entitlements, and attributes.

An Integration is any application, service, or data source used in Clarity for pulling in information about your users and their access.

A Service User is a user, or service account, discovered by Clarity in a downstream application.

An Entitlement is an assignable permission found in a downstream application. Common examples include licenses, groups, and policies.

Service User Entitlements are the pairings of users and active entitlement access in downstream applications.

An attribute is a piece of information used to describe a service user, entitlement, or identity. Common examples include First Name, Last Name, Job Title, Department, etc.