Overview
This guide explains how admin users — including third-party agencies or integration partners — can locate their API Access Key and access Swagger (API) documentation within Dazos CRM. Both are available directly from within the CRM interface once the correct user setup is in place.
Before You Begin
Admin access is required. Your user account must be set up as an admin user within the Dazos instance you want to connect to. If you are a third-party agency or integration partner, the account owner must create a user for you and grant admin permissions before you can access API credentials.
If you have not yet been set up as a user in the instance, contact the account's Dazos administrator to complete that step first.
⚠️ Note: Each user has only one unique API Access Key. Treat it with the same level of security as a password — never share it in public forums or unencrypted emails.
Step 1: Log In to Your Dazos CRM Instance
Log in using the admin credentials provided to you for the relevant Dazos instance.
Step 2: Navigate to Settings
Click the Settings (gear icon) in the left-hand navigation bar.
Step 3: Go to User Management
Within Settings, navigate to the User & Access Management section and click Manage Users.
Step 4: Select Your User Profile
Find your user account in the list and click your User Name to open your profile.
Step 5: Locate Your API Access Key
Scroll down to the User Advanced Options section at the bottom of your profile page. Your unique Access Key will be displayed there as an alphanumeric string.
Copy the key to your clipboard for use in your API integration or reporting tool.
Step 6: Access Swagger Documentation
Click the question mark (?) icon in the top-right corner of the CRM navigation bar to open the support resources menu.
From this menu, you can access:
CRM APIs (Swagger) — Interactive API documentation with endpoints and testing capabilities
API / Developer Manual PDF — Comprehensive developer documentation including base URL structure
Verification / Expected Result
You have successfully completed setup when you can:
See a long alphanumeric string in the Access Key field of your user profile — this key is immediately active
Open the CRM APIs (Swagger) interface and API / Developer Manual PDF from the question mark menu
Troubleshooting / Common Errors
Access Key field is blank: Click Edit and then Save on your user profile. This will prompt the system to generate a new unique key.
Cannot see User Advanced Options: Your account may not have sufficient administrative privileges. Contact the instance administrator to verify your permissions.
API option not visible anywhere: Confirm with the Dazos instance administrator that your account has been created and admin access has been enabled for your user.
Invalid Key Error in your integration: Ensure there are no accidental spaces at the beginning or end of the key when you copied it.
💡 Tip: If you are a third-party partner who needs API access to a client's Dazos instance, the client must first create a user account for you within their instance and enable admin access. Once that is done, you can follow the steps above to retrieve your credentials.