Review an API reseller partner before sharing access
Before you send a reseller credentials, write down what they can buy, who can submit orders, who approves spending and who investigates a problem. Give them only the access that job requires. Test that you can remove it before the first live order.
| Review area | Evidence |
|---|---|
| Purpose | Approved use case and products |
| Identity | Named users and accountable owner |
| Scope | Permitted actions and limits |
| Funding | Who funds and approves orders |
| Exit | Revocation and open-order handling |
By Freepaid · Published
Set limits and name the access owners
Have finance approve the pilot’s spending cap and allowed order types in writing. Agree how the cap is enforced before any live purchase.
Check the legal entity, support contact, operating hours and how the reseller handles data. Agree who submits and approves orders, assigns references and follows up on exceptions. Use separate credentials where the system supports them. Record when each credential was issued, to whom, for which environment and how to rotate or revoke it.
Set access boundaries before onboarding
Write down why the partner needs access, which products and environments they can use, and who owns the account. Agree which party collects recipient details and which handles disputes. Review access when the work or the people change.
For a pilot, you could give one named operations user permission to submit the approved orders and have finance review spending separately. Set the exact cap and permissions through your approval process.
Agree how credentials are delivered securely, rotated and revoked. Confirm whether separate users or environments are supported. At termination, disable access, reconcile open orders and transfer required records through an approved route. Keep an access register with issue and removal evidence.
Record who can buy and who can revoke access
Before sign-off, check the contracting entity, technical contacts, authorised users, allowed products and environments. Record who approves spending, handles data, covers support and responds to incidents. Have business, finance and security approve the credential and exit process.
Have the named operator and finance approver check the cap and product list against what the live account actually permits. Confirm any differences against the contract before opening the pilot.
A long-lived key in a shared mailbox makes it hard to tell who placed an order or to remove access for one person. Use individual or narrowly scoped credentials if the supplier offers them. Check that revoking one works before granting live access.
Check what happens when the partner leaves
Review access when someone changes roles and when the contract ends. Remove the old user’s access before issuing a replacement. Test that it stops new orders and preserves the audit record. At contract end, hand over the agreed records, reconcile open orders and check each credential and connected integration before closing the account.