|
| 1 | +--- |
| 2 | +title: OAuth 2.0 |
| 3 | +hidden: true |
| 4 | +--- |
| 5 | + |
| 6 | +OAuth 2.0 is an online authorization standard that uses tokens to grant access to API resources like Segment’s tracking API. You can use OAuth 2.0 as a security requirement for connections to third-party tools. |
| 7 | + |
| 8 | +> info "" |
| 9 | +> This feature is currently in pilot and is governed by Segment’s [First Access and Beta Preview Terms](https://www.twilio.com/en-us/legal/tos){:target="_blank"}. OAuth 2.0 only supports server to Segment communication, a machine-to-machine workflow. Take a look at the [supported sources](#supported-sources) to see what sources Segment supports. |
| 10 | +
|
| 11 | +## Permissions |
| 12 | +Depending on your workspace permissions, your access to OAuth apps is limited. |
| 13 | + |
| 14 | +Segment Role | Permission |
| 15 | +------------ | ----------- |
| 16 | +Workspace Owner | You can view, create, and edit OAuth apps. |
| 17 | +Workspace Member | You cannot view, create, or edit OAuth apps. |
| 18 | +Source Admin | You can view and edit OAuth apps. <br> You can connect and disconnect OAuth apps. <br> You can enable or disable OAuth enforcement. |
| 19 | +Source Read-only | You can only view OAuth apps. |
| 20 | +Function Admin | You can view and edit OAuth apps. <br>You can connect and disconnect OAuth apps. <br>You can enable and disable OAuth enforcement. |
| 21 | +Function Read-only | You can only view OAuth apps. |
| 22 | + |
| 23 | +## Create an OAuth app |
| 24 | + |
| 25 | +> info "" |
| 26 | +> You must have already created a workspace in Segment to use OAuth. |
| 27 | +
|
| 28 | +To create a new OAuth application: |
| 29 | + |
| 30 | +1. Navigate to **Settings > Workspace settings** and select the Access Management tab. |
| 31 | +2. Select the **OAuth application** tab within the **Access Management** page. |
| 32 | +3. Click **Create OAuth app**. |
| 33 | +4. Enter the configuration settings: |
| 34 | + |
| 35 | + Settings | Details |
| 36 | + -------- | ------- |
| 37 | + Application name | The name of the OAuth app. |
| 38 | + Public key | Upload a public key in PEM format to authenticate through the OAuth application. You can upload a second public key after you create the OAuth application. You can create a public key by running the script: `openssl rsa -in private.pem -pubout -outform PEM -out public.pem` |
| 39 | + Public key name | Enter a name for your public key. |
| 40 | + Token expiration period | You can choose between: 1 day, 2 days, 3 days, 1 week, 2 weeks, 3 weeks, 30 days. |
| 41 | + Scope | This specifies what type of access you need for each API. See the list of [supported scopes](#supported-scopes). |
| 42 | +5. Click **Create**. |
| 43 | + |
| 44 | +Once you create your OAuth app, you can now connect a source to your OAuth app. |
| 45 | + |
| 46 | +## Connect a source to OAuth |
| 47 | +> info "" |
| 48 | +> OAuth only supports server-side sources. See the list of [supported sources](#supported-sources). |
| 49 | +
|
| 50 | +To connect a source to OAuth: |
| 51 | + |
| 52 | +1. Navigate to **Connections > Sources**. |
| 53 | +2. Select the source you want to enable OAuth for. |
| 54 | +3. Go to the **Settings** tab of the source page and select **OAuth app**. |
| 55 | +4. Click **Connect OAuth app**. |
| 56 | +5. Select the OAuth app you want to connect the source to. |
| 57 | +6. Click **Connect**. |
| 58 | + |
| 59 | +To disconnect your source from OAuth, click **Disconnect**. |
| 60 | + |
| 61 | +## Enable a source to OAuth |
| 62 | +Once you've connected your source to OAuth, you can enable it. To enable your source: |
| 63 | + |
| 64 | +1. Navigate to **Connections > Sources** and select your source. |
| 65 | +2. Go to the **Settings** tab of the source and select **OAuth app**. |
| 66 | +3. Turn the toggle on for **Enable OAuth**. |
| 67 | + |
| 68 | +To disable your source from OAuth, turn the toggle off for **Enable OAuth**. |
| 69 | + |
| 70 | +<!-- ## Request the access token |
| 71 | +
|
| 72 | +To request the access token, run: |
| 73 | +
|
| 74 | +``` |
| 75 | +./gentoken.sh -k <private-key.pem> -i <key_id> -a <oauth_app_id> | jq '.access_token' |
| 76 | +``` |
| 77 | +--> |
| 78 | + |
| 79 | +## Edit an OAuth application |
| 80 | +To edit an existing OAuth application: |
| 81 | + |
| 82 | +1. Navigate to **Settings > Workspace settings** and select the **Access Management** tab. |
| 83 | +2. Select the **OAuth application** tab within the **Access Management** page. |
| 84 | +3. Click the application name of the OAuth application you want to edit. |
| 85 | +4. On the **Overview** tab you can: |
| 86 | + * Revoke a token |
| 87 | + * Copy the Application ID and the Public key |
| 88 | + * Delete the OAuth application |
| 89 | +5. Select the **Settings** tab on the right window where you can: |
| 90 | + * Edit the **Application name** |
| 91 | + * Delete a public key |
| 92 | + * Add a new public key |
| 93 | + * Change the token expiration period |
| 94 | + * Edit your scope |
| 95 | +6. Click **Save changes**. |
| 96 | + |
| 97 | + |
| 98 | +## Delete an OAuth app |
| 99 | +> info "" |
| 100 | +> To delete an OAuth app, you must remove all connected sources from the app. |
| 101 | +
|
| 102 | +To delete an OAuth app: |
| 103 | +1. Navigate to **Settings > Workspace settings** and select the **Access Management** tab. |
| 104 | +2. Select the **OAuth application** tab within the **Access Management** page. |
| 105 | +3. Select the **App name** of the OAuth app you want to delete. |
| 106 | +4. Select **Delete OAuth app**. |
| 107 | +5. Enter the name of the OAuth app you want to delete. |
| 108 | +6. Click **Delete OAuth app**. |
| 109 | + |
| 110 | +## Revoke a token |
| 111 | + |
| 112 | +When security incidents expose access tokens, you can revoke your access token. To revoke a token: |
| 113 | +1. Navigate to **Settings > Workspace settings** and select the **Access Management** tab. |
| 114 | +2. Select the *OAuth application tab within the **Access Management** page. |
| 115 | +3. Select the **App name** with the token you want to delete. |
| 116 | +4. Enter the complete token |
| 117 | +5. Click **Revoke token**. |
| 118 | + |
| 119 | +## Supported sources |
| 120 | +OAuth 2.0 currently supports these sources: |
| 121 | +* [HTTP Tracking API](/docs/connections/sources/catalog/libraries/server/http-api/) |
| 122 | +* [Node.js](/docs/connections/sources/catalog/libraries/server/node/) |
| 123 | +* [Public API](/docs/api/public-api/) |
| 124 | +* [Python](/docs/connections/sources/catalog/libraries/server/python/) |
| 125 | +* [Source Functions](/docs/connections/functions/source-functions/) |
| 126 | + |
| 127 | +## Supported scopes |
| 128 | +OAuth 2.0 currently supports these scopes: |
| 129 | + |
| 130 | +**Tracking API scopes** |
| 131 | + * `tracking_api:write` |
| 132 | + |
| 133 | +**Source Functions scopes** |
| 134 | + * `functions:write` |
| 135 | + |
| 136 | +**Public API scopes** |
| 137 | + * `public_api:read_write` |
0 commit comments