What is the billing organization, and why add it?
API calls are a paid and limited resource in your Pipefy account. The billing organization will be the one charged for API calls made with the token. You can select all organizations in which you are a member, admin, or super admin as the billing organization.
Adding a billing organization is important so that it is explicit which organization will be charged for the API calls made. Furthermore, this configuration allows centralizing billing in a single organization for processes with multiple organizations. This way, you gain more visibility and control over the costs of your API calls.
What is a personal access token, and how do you access it?
The personal access token is a way to generate tokens with the same permissions as the user who created it to communicate with the Pipefy GraphQL API, allowing you to create integrations and perform queries. It is important to emphasize that preference should be given to service accounts, for their greater governance and security.
To access your personal access tokens, you can access this link or:
Access your profile. To do this, just click on your profile picture, located in the upper right corner of the screen, and then on the My profile button.
Click on the third tab of the profile page, called "Personal access token"
With this, you will see the list of tokens, as in the example below:
The list specifies the tokens that require your action.
Why ask members of your organization to configure the personal access token? (For admins and super admins)
It is important that you, as an administrator, ask your organization’s members to update their personal access tokens. This will ensure that API calls are properly charged and recorded in the admin panel, improving the governance of your consumption.
How do you set up the billing organization for your personal access token?
1. Setting up the organization for your token is quite simple. If you are creating a new token, simply select an organization when creating the token, as shown in the image below.
2. To edit a token, just click on it or click on the three dots icon and then on the edit button, as shown in the image below.
3. After accessing the edit screen, just select the billing organization, as you did when creating the token.