Adding a Clowder contact in iMIS

Clowder connects to iMIS through a dedicated RemoteService user. This user acts as the bridge between the two systems, and Clowder uses its credentials to read and write iMIS data. Without it, Clowder cannot connect.

iMIS clients get an additional license created for Clowder at no extra cost. After creating the user, add it to iMIS with RemoteService capabilities enabled.

Adding a contact user

Do the following to add a contact user in iMIS:

1. Go to Community > Add contact.

2. Set the following:

   1. Account type – Individual
   2. Customer type – Staff

3. Enter the following:
   

   

   1. First name – Clowder
   2. Last name – Service
   3. Email – [email protected]

4. Enable the Create an account checkbox.

5. Confirm the username is [email protected].

6. Set a preferred password, then confirm the password.
   

   📘

   NOTE

   This password is provided in the Clowder intake survey. For more information, see Technical survey.

7. Click Save.

Assigning RemoteService role

The newly added Clowder user must be granted RemoteService credentials, which allow the application to remotely access the iMIS API. For more information, see iMIS Security Roles.

Do the following to assign the RemoteService role:

1. Go to Community > Find contacts.

2. Find the newly created Clowder contact.

3. Select the contact ID.

   

4. Click the Security tab.

5. Set the User class to Full staff user.

   

6. Go to User information > Roles, then click Add.

   

7. Enable RemoteService.

   ⚠️

   WARNING

   Do not assign the RemoteService role to any other user account in iMIS.

   

8. Click OK.