Getting Started

Account Setup

Configure your company account, team roles, and API keys

8 min read

Configuration Walkthrough

Follow these steps to fully configure your Umbra ERP account. Each section covers an important aspect of your setup, from company profile to team management and API access.

Access Company Settings

After logging in, click on your avatar in the top-right corner of the navigation bar. Select "Company Settings" from the dropdown menu to open your configuration panel.

The settings page is organized into tabs: Company Profile, Users & Roles, Billing, Integrations, and API Keys.

1 of 5

API Key Generation

Once you have generated an API key, you can use it to authenticate requests to the Umbra ERP API. Include the key in the request header:

API Key Header Example

Bash

1curl -X GET https://api.umbraerp.com/v1/invoices \
2  -H "Authorization: Bearer YOUR_API_KEY" \
3  -H "Content-Type: application/json"

You can also set the API key as an environment variable for convenience:

Environment Variable Setup

Bash

1# Add to your shell profile (.bashrc, .zshrc, etc.)
2export UMBRA_API_KEY="your_api_key_here"
3 
4# Then use it in your requests
5curl -X GET https://api.umbraerp.com/v1/invoices \
6  -H "Authorization: Bearer $UMBRA_API_KEY"

Keep Your API Keys Secure

Never share your API keys publicly or commit them to version control. Use environment variables or a secrets manager to store sensitive credentials. If you suspect a key has been compromised, revoke it immediately and generate a new one from the API Keys tab.

Next Steps

Now that your account is configured, explore the dashboard to get a feel for Umbra ERP's capabilities. The Dashboard Overview page covers everything you need to know about the main interface.