How-to Guide: Generating Braintree API Credentials

1. Create a New API User

   1. Log into the Control Panel and select the gear icon in the top right corner.

   2. Select Team from the drop-down menu.

   3. Click on Roles and then "New Role"

      1. Name the role "Ledge Integration"

      2. Grant it the following permissions:

         1. Transactions

            1. Download Transactions with Masked Payment Data

         2. Reporting

            1. Create, Run, and Download Reports

         3. Dispute Management

            1. View, manage and contest disputes

         4. Read-Only Access

            1. View Transactions

         5. Search

            1. Search Transactions

   4. Click the New User button at the top of the page, fill out the form, and click Create User when done. Make sure to:

      1. Allow API access

      2. Include all relevance merchant accounts

      3. Assign the "Ledge Integration" role created in the previous page to the new user

2. Get production credentials

   1. Log into the Control Panel as the API user.

   2. Follow the instructions in Braintree documentation to obtain:

      1. Production public key

      2. Production private key

3. On Ledge, go to the Create new source page, click on the Braintree logo and fill out the form with the values above.