Learn how to grant API access to external applications in your Banqup space using the new simplified permission system.
If your organization uses custom software or third-party applications that need to connect with Banqup, you can now grant them access through a simple interface in your space settings. This eliminates the need for complex manual API configurations.
What are external applications?
External applications are custom software solutions or third-party tools that developers create to work with your Banqup data through our APIs. These might include:
Custom integrations built specifically for your business.
Third-party business tools.
Automated workflow systems that process your invoices or payments.
How external app permissions work
When a developer creates an application that needs to access your Banqup space, they first register it in the Banqup Developer Portal and create an app, then receive an App ID (a unique identifier for their application).
To actually access your data, you as a space administrator need to explicitly grant permission to that App ID. A bit like how you would invite a new user to your space and assign them a role.
Granting access to external applications
Go to your Space settings
Click the External Applications card.
Click Add external app.
A setup wizard will guide you through the process:
Step 1 - App details:
Application name: Enter a recognizable name for the application (this is for your reference).
App ID: Enter the unique App ID provided by the developer.
Step 2 - Grant access:
Choose the appropriate role(s) for this application.
The role determines what data and actions the app can access in your space. They’re the same roles that you can assign users.
Step 3 - Confirm:
Review the details and confirm by clicking Add application.
Once you've added external applications, they'll appear in a table showing the app name, App ID, and their status.
Security best practices
Only grant necessary permissions: Give external applications the minimum access level they need to function.
Verify App IDs carefully: Double-check the App ID provided by your developer to ensure you're granting access to the correct application.
Regular review: Periodically review your external applications and remove access for any that are no longer needed.
Trust your developers: Only grant access to applications from developers and companies you trust.
Editing the roles of an external application
After adding an application, you can still edit its permissions:
Click the three dots in the Actions column for the application of your choice.
Click View details. From there, you can see the current assigned roles.
Click Edit to add or remove roles.
Save your changes.
You can add additional external applications at any time using the same process.
Deleting an external application
If you need to remove an external application's access to your space:
Click the three dots in the Actions column for the application you want to remove
Click Delete
Confirm your choice
This completely removes all access for that application to your Banqup space.
Working with developers
When working with a developer to create a custom integration:
They create the app: The developer sets up an account on the Banqup Developer Portal and creates their application.
They provide the App ID: The developer gives you the unique App ID for their application.
You grant permissions: You use the process above to grant the appropriate access level.
Testing and deployment: The developer can then test and deploy their integration.
Frequently asked questions
The App ID isn't working, what should I do?
Verify the App ID with your developer and ensure they've properly registered their application in the Developer Portal.
How do I change an app's permissions?
You can edit roles for any external application as explained above in the Editing the roles of an external application section.