Passportal: document names on your service desk tickets

Connect Passportal and each partner's Passportal document names appear on their service desk tickets, in the same Docs and passwords panel as IT Glue's, so the engineer finds the right runbook without searching another tool. Current reads the names only.

• The Passportal card shows only where the service desk is on, because the names appear on service desk tickets.
• Connecting, matching and disconnecting Passportal are Tenant Admin actions.

1. 1
   1 · Open API Key Management

   In Passportal, open Settings, then API Key Management, and create an access key for Current with the documents API.
2. 2
   2 · Copy both values

   Copy the access key ID and the secret access key. Passportal shows the secret once, so copy it before you leave the page.

1. 1
   Open the Passportal card

   In Current, open Settings › Integrations (Tenant Admins only), pick Passportal in the Documentation group to open its card, and press Manage.
2. 2
   Paste the address and the key

   Enter your Passportal address (the address in your browser when you use Passportal, for example https://us-clover.passportalmsp.com), the access key ID and the secret access key. Current accepts only an https address on passportalmsp.com, so the key is never sent anywhere else.
3. 3
   Press Test connection

   Current asks Passportal for a short-lived token and reads one entry of the document list to prove the key works, and only then stores the key, server-side. The token is used for that one request and is never stored.

Once a day, and when you press Sync now on the card, Current reads which Passportal clients exist. If your Passportal lists its clients by name, Current matches each one to the company with the same name (lowercased, with punctuation and Inc/LLC/Ltd-style suffixes stripped) when exactly one company fits. If it does not, Current lists the client IDs your documents carry and you match each one by hand. A match or an Ignore you set is never overwritten by a later sync.

1. 1
   Open the mapping list

   On the Passportal card, press Manage. The mapping list opens on the Unmapped tab.
2. 2
   Map each client

   Press Map on a client and pick its company. Tickets for that company then find its documents.
3. 3
   Ignore anything internal

   For a client that should never map (your own office, a template), press Ignore. Unmap and Un-ignore undo either one later.

Each time someone opens Docs and passwords on a ticket, Current asks Passportal for that company's document list and keeps, for that one answer, each document's ID, name, type and template name. A document's description is dropped, and its body is never asked for: no request Current can send reaches a document's text, and none can create or change anything in Passportal. No document is stored in Current. What Current stores is the key (server-side, never shown again) and which Passportal client is matched to which company.

Engineers, dispatchers, vCIOs, project managers, service managers and tenant admins see Passportal document names on tickets they can open. Account executives, sales managers, finance and Partner Viewers do not. The check runs on Current's server for every request. Workspace admins also see Passportal's status under Settings › Service desk › Documentation (Connected, Not connected, or Failing with the reason), where Details opens its card in Integrations.