Ensure that your Cornerstone account has Admin privileges.

If you’ve been directed to StackOne to integrate with Cornerstone, the following steps will help you understand the process and any necessary actions to configure a successful integration.

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Generate Client ID and Secret key

1

Login to your Cornerstone portal.

2

Navigate to Admin > Tools > Edge > API Management.

3

On the Manage Applications tab, click Register New Application.

4

Enter your Application Name.

5

Enter the User ID of an active user in your portal.

6

In the Scopes section, select the scopes you want to associate with your application.

The following scopes are required to access the complete StackOne LMS integrations.

  1. vw_rpt_user:read
  2. vw_rpt_training:read
  3. training:read
  4. transcript:read
  5. vw_rpt_user_status:read
  6. vw_rpt_subject:read
  7. vw_rpt_lo_competencies_local:read
7

Click Register Application.

8

Save your credentials securely

If the User ID is valid, you’ll receive:

  • Client ID
  • Client Secret

Store these credentials securely in a password manager or secure vault. Never share them or commit them to version control.

The Client Secret will only be shown once and cannot be retrieved later. If lost, you’ll need to regenerate it.

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Configure User Permissions

1

Navigate to Admin > Tools > Core Functions > Users

Search for the user which is associated with the Application you created in the previous step.

2

Click on Options > Permissions

Ensure the following permissions are configured to either There are no constraints available for this permission. or Restrict to User's Corporation.

  • Reporting API - Read only
  • Transcript API - Request
  • Employee API - View

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Linking your Account

1

Enter Credentials

In the modal, enter the credentials from the previous steps and proceed by clicking the Connect button

2

Verify Connection

After clicking Connect, the system will validate your credentials. A successful connection will be indicated by a green checkmark.

If you encounter any errors:

  • Verify that your Client ID and Secret are correct
  • Ensure all required scopes were enabled
  • Check that your Cornerstone portal is accessible
  • Confirm your admin privileges are still active

Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!

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Troubleshooting

1

What does it mean when I see the following response from a Cornerstone API: 'Provided user does not have Rest services permissions and/or constrainsts to perform this operation'?

This error message indicates that the API you are trying to access is not enabled in your Cornerstone portal. To resolve this error, please follow the below steps:

  1. Navigate to Admin > Tools > Edge > Integrations > Manage APIs within your Cornerstone portal.
  2. Ensure the toggles for Cornerstone API and Reporting API are turned on.
  3. If the toggles are already turned on, try turning them off and then back on again. This action resets the backend settings that control access to Cornerstone’s APIs.

After performing the above steps, if you still see the same error response, please log a case with Cornerstone Global Customer Support (GCS).

2

Why am I getting a 401 unauthorized response when trying to hit the Reporting API?

There are a few things you should check when you receive this response:

  1. Verify that the Reporting API is enable for the environment that you are trying to pull data from. You can do this by navigating to Admin > Tools > Edge > API Management > Manage APIs. You should see the Reporting API enabled on this page.
  2. If you are using OAuth 2.0 for your API authentication:
  • Ensure that the user account associated with your registered OAuth 2.0 application has the Reporting API - Read only permission.
  • Ensure that your OAuth 2.0 application has the required scope to access the endpoint that you are trying to retrieve data from.
  • Ensure that the OAuth 2.0 access token is still valid. Remember that OAuth 2.0 access tokens are valid for an hour by default, unelss you set a different validity period for your application in the API Management page in Edge.

After performing the above steps, if you still see an ‘unauthorized access’ error, please log a case with Cornerstone Global Customer Support (GCS).