This lesson will explain how to setup your Dialpad account in Tracker
These first steps only need to be completed by the Dialpad/Track Admin - each user does not need to follow them.
Login to your Dialpad account and go to My Company
Then select Authentication on the bottom left and then select API Keys
On the right hand side of the screen select the Add Key button
Name the key Tracker and set the expiration terms for as far out as you can
Select any Additional Scopes needed - this can be determined by discussing with your Dialpad Rep.
Select Save
Copy the key to your clipboard, you will not be able to access it again. (you may want to paste in a safe place)
Login to Tracker
Click on your name in the upper right corner and select Tools & Settings
Click on Telephone & Text Settings under the Application Settings Heading
Select Dialpad from the Telephony System Field (You do not have to set anythig in the Log All Calls Field)
Paste the API Key that you created from your DIalpad account in the Dialpad API Token Field then click he Validate token with Dialpad
(The Dialpad Webhook Status should now what a green check next to it)
Select Dialpad in the Text Provider Field then Click Save Settings in the top right.
Follow the next steps to setup your User to have the ability to use Dialpad:
Click on your name in the upper right corner and select My Settings
Scroll to the Plugin section and find the Dialpad Plugin. Turn the toggle on
Enter the email address assoicated to your Dialpad account in the Dialpad Email Address field then click on Verify with Dialpad
If the email address that you entered is correct you will get a pop up that shows your email address was validated - Click the OK button
The Click Ok again
Click save in the upper right corner
You have successfully set your Dialpad account up and can start using immediately!