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Workspace Settings: API Access Keys

Updated over 2 weeks ago

API access keys are unique codes that act like passwords, allowing authorized applications and users to securely interact with Sona's API. This guide will walk you through creating, managing, and deleting access keys in your Workspace Settings. With this guide, you'll be ready to confidently generate and manage keys for different integrations, ensuring secure and organized API access across your team.

When to Use This

Use API access keys when you need to:

  • Connect Sona with external tools and platforms

  • Set up integrations for dashboards, CRM systems, or marketing automation

  • Provide API access to different team members or applications

  • Organize and track API usage by purpose (e.g., separate keys for development vs. production)

Prerequisites:

  • Admin access to Workspace Settings

  • Understanding of which integration or application needs API access

Step-by-Step Instructions

Step 1: Creating a New Access Key

  1. Navigate to Access Key Settings

    • From the left sidebar, click on Workspace Settings

    • Select Access Key from the menu

  2. Initiate API Key Creation

    • Click the + Create New button in the top-right corner

    • A modal will appear "Create new API Access Key"

  3. Name Your Access Key

    • In the Key Name field, enter a descriptive name that identifies the key's purpose

    • Examples: "Account Enrichment API Key," "CRM Integration Secret," or "Marketing Automation Key"

    • Choose names that clearly indicate what the key is used for—this makes management easier later

  4. Generate the Key

    • Click the Confirm button

    • Your new access key will be generated and added to the list

    • Important: Copy your access key immediately after creation. For security reasons, you won't be able to view the full key again

  5. Save Your Key Securely

    • Store the key in a secure location (password manager or secure vault)

You're almost there! Your API access is now set up and ready to use.

Step 2: Viewing and Managing Existing Keys

The Access Keys page displays all of your current keys in a table format with the following information:

  • Key: The unique identifier (truncated for security)

  • Name: The descriptive name you assigned

  • Created at: Date and time of creation

Step 3: Deleting an Access Key

  1. Locate the Key to Delete

    • Find the access key you want to remove in the table

    • Click the trash icon (🗑️) on the right side of the row

  2. Confirm Deletion

    • A confirmation dialog will appear asking: "Are you sure you want to delete the '[Key Name]'?"

    • Click Confirm to permanently delete the key

    • Click Cancel if you want to keep it

    This step brings everything together—you now have full control over your API access management!

Key Concepts/Best Practices

Organization & Security:

  • Create separate access keys for different purposes (e.g. data enrichment, analytics, etc.)

  • Use descriptive, meaningful names that clearly identify each key's purpose

  • Regularly audit your access keys and delete unused ones

  • Never commit access keys to code repositories or share them publicly

Key Management:

  • Document which applications or team members are using each key

  • Rotate keys periodically for enhanced security

  • If you suspect a key has been compromised, delete it immediately and create a new one

  • Keep a secure backup of active keys in your organization's password management system

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