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Outline

Introduction

This document provides the step-by-step procedure to configure Teamwork in SAFE.

SAFE integrates with Teamwork and fetches the security misconfiguration of the Teamwork account in SAFE.

Prerequisites

  • Access required in SAFE:

    • SAFE Admin Access

  • Access required in Teamwork:

    • Teamwork Admin

  • Required User Inputs:

    • API Instance URL

    • API Key

  • Required Scope:

    • Admin Access

Generate Connection Details

Generate API Key

  • Log in to your Teamwork account as Admin.

  • Click on the User Profile icon at the bottom left corner.

  • Click on the Edit my details.

  • Click on the API & Mobile.

  • Click on the Get API Token.

  • Read and accept the Terms and conditions.

  • Click the Enable API button.

  • The system displays the API Key. Copy and save the Access token to use it while configuring Teamwork in SAFE.

  • Note:

    Regularly update the API Token in SAFE according to its expiration date.

Obtain API Instance URL

Steps:

  • Log in to your Teamwork account as Admin.

  • In the exhibit provided, find the URL highlighted, Copy and save this API URL to use it while configuring Teamwork in SAFE.

Configure Teamwork in SAFE

Steps:

  • Log in to your SAFE account as Admin.

  • Click on the Integrations option from the left navigation.

  • Scroll to find the Teamwork integration card or use the search bar to locate it.

  • Hover over the Teamwork integration card and click on the Configure button.

  • Enter the following:

    • API URL

    • API Key


  • Enter the Auto Sync Frequency.


  • Click the Test Connection button to verify the integration.



  • Once the connection is successful, click the Save button.


  • Click the Sync Now button to trigger an on-demand sync.

  • Upon a successful sync, the system pulls the Teamwork assets and their findings in SAFE. You can track the status of the sync in the History table.

View Results

Steps:

  • Go to the Integrations homepage.

  • Scroll to find the Teamwork integration card or search for Teamwork in the search bar.

  • Click on the Teamwork integration card for Finding View and Asset View.

    • Finding View: This tab displays all the findings details pulled from Teamwork.

    • Asset View: This tab displays all the assets pulled from Teamwork.

To check sync status and errors for this integration, see Integration History.

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