Partner & Developer onboarding
Partner & Developer onboarding
How developers and partners onboard in your API Portal: discover an API, subscribe to a plan, get credentials, try endpoints, move from sandbox to production, and manage the subscription afterwards.
This track describes how a developer or partner onboards in your API Portal, from finding an API to calling it in production. Your API Portal runs under your branding, so this is the experience your developers go through on your portal. For why partner onboarding speed matters, see API developer experience.
What is the developer journey in your API Portal?
A developer discovers an API, subscribes to a plan, creates credentials, tries the endpoints, and, on a sandbox plan, moves to production after your review. The plan a developer chooses decides which of these steps apply.
- Discover. A developer browses your API catalog and opens a product to compare its plans.
- Subscribe. They pick a plan and run the subscription wizard. The plan decides what happens next: active at once, an approval request, checkout, or a start in the sandbox.
- Get credentials. They create the credentials their plan grants, shown in full only once.
- Try endpoints. They call the API from the explorer in your portal, entering the key or secret they saved.
- Sandbox to production. On a sandbox plan, they build against sandbox credentials, submit for review, and get production credentials after your team approves.
- Manage. They change plan, upgrade to a newer plan version, or cancel from the subscription.
What decides whether a subscription is active right away?
The plan does, checked in this order. A sandbox plan starts active in the sandbox, free. A plan with an approval group waits for approval. A paid plan sends the developer through checkout. Any other plan is active at once.
| Plan | Where the subscription starts | What happens next |
|---|---|---|
| Sandbox plan, with or without an approval group | Active, in the Sandbox phase, with no charge | Your team reviews the move to production under Consumers, Pipeline. On a paid plan, checkout follows your approval. |
| Plan with an approval group | Pending Approval | After approval, a paid plan moves to Pending Payment and the developer completes checkout. |
| Paid plan without approval | Pending Payment | The developer completes checkout, and the subscription becomes Active when payment is confirmed. |
| Free or other plan | Active | The developer creates credentials. |
See Subscribing to a plan for each branch and what every subscription status means.
Where do developers manage their access?
Each developer works inside a team in your portal. The team holds the subscriptions, and each subscription holds its own credentials and, on scope-based plans, its own granted scopes. A developer requests more access from the subscription's Your Access view.
See Scope grants for how a developer requests Optional and Restricted scopes and how your team approves them.
How does a developer manage a subscription after subscribing?
From the subscription's page in the API Portal. They can change to another plan when the product allows plan changes, upgrade to a newer version of the same plan, and cancel with a date. The SDKs tab offers SDK downloads when the plan's documentation publishes them.
Each action needs the right team access: cancelling needs Full API keys and Full billing access. See Subscribing to a plan and Teams.
Start here
Subscribing to a plan
The subscription wizard, the free, paid, approval, sandbox, and contract branches, each subscription status, and changing or cancelling later.
API credentials
API key, Client ID and Secret, and Private Key JWT, plus Regenerate and Rotate Secret.
Trying endpoints in the explorer
Call endpoints from the portal. The explorer prefills the Client ID; developers paste the key or secret they saved.
From sandbox to production
Build against sandbox credentials, submit for review, and go live after your team approves.
Teams
How developers work in teams: roles, invitations, and domain joining.
Billing and credits
What a paying developer sees: invoices, consumption, prepaid credits, and request logs.
Scope grants
How a developer requests Optional and Restricted scopes, and how your team approves or declines them.
Anatomy of a plan
What a plan defines, including its security level, which sets the credential type a subscription receives.