Generating a Personal Access Token from the Dashboard Server UI.

A personal access token serves the same purpose as an OAuth access token. It enables secure embedding of the dashboard viewer and designer within your application. Additionally, this token grants access to all of Bold BI’s REST API endpoints. You can customize the preferred expiration time for the token to avoid token expiration issues and the need to generate tokens frequently.

Steps to Generate the Access Token from the Dashboard Server UI

1. Navigate to the Profile Page:

   • Click on your profile icon at the top menu and select the “Profile” option.
     
     

2. Access the Personal Access Token Tab:

   • In the Profile page, click the “Personal Access Token” tab.
     
     

3. Select Token Expiration Duration:

   • Choose the required duration for token expiration from the dropdown menu.
     
     

4. Generate the Token:

   • Click the “Generate Token” button.
   • In the confirmation dialog that appears, choose “Yes”.
     
     

5. Copy and Use the Token:

   • An access token will be generated. Copy this token and use it for embedding and accessing REST APIs.
     
     

Additional Reference

For more detailed information, please refer to the following documentation:

• Bold BI User Profile Documentation
• Embedding Options in Bold BI
• Bold BI Server API Reference