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Document OAuth2 partner authentication and authToken usage - #63

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marcaaron merged 6 commits into
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marcaaron-oauth-authtoken-docs
Sep 1, 2026
Merged

Document OAuth2 partner authentication and authToken usage#63
marcaaron merged 6 commits into
masterfrom
marcaaron-oauth-authtoken-docs

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@marcaaron

@marcaaron marcaaron commented Aug 18, 2026

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Make sure you've checked off all these things before submitting:

  • This pull request isn't for a company's fork, it's intended for the upstream Slate shared by everybody.
  • This pull request is submitted to the dev branch.
  • If it makes frontend changes, this pull request has been tested in the latest version of Firefox, Chrome, IE, and Safari.

Summary

Linked issue: https://github.com/Expensify/Expensify/issues/662652

Adds a new OAuth2 partner authentication section to the Authentication docs, covering:

  • The full authorization code flow (redirect → code exchange → tokens)
  • How to use the returned access_token as credentials.authToken in Integration Server requests
  • How to refresh an expired access token
  • A comparison table of both auth methods (partner credentials vs. OAuth2 token)

Also replaces a dead link to oauth_partner_guide.html (404 since the page never existed) with a reference to the new inline section.

Additionally updates nokogiri to >= 1.11.0 and .ruby-version to 2.7.8 so the docs build cleanly on Apple Silicon (arm64).

Add a new section to the Authentication docs covering the full OAuth2
authorization code flow, including how to exchange a code for tokens,
use the access_token as credentials.authToken in IS requests, and
refresh tokens when they expire. Replace a dead link to
oauth_partner_guide.html with this inline content.

Also update nokogiri to >= 1.11.0 and .ruby-version to 2.7.8 so the
docs build on Apple Silicon.
@marcaaron
marcaaron requested a review from trjExpensify August 18, 2026 21:55

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Coupla' comments!

Comment thread source/index.html.md Outdated
Comment thread source/index.html.md Outdated
- Change contact email from concierge@ to partners@expensify.com
- Add /partners path to the tools/integrations URL for client secret regeneration
@marcaaron
marcaaron requested a review from trjExpensify August 31, 2026 18:42
@marcaaron

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Updated!

@trjExpensify trjExpensify left a comment

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LGTM 👍

@marcaaron
marcaaron merged commit a52d352 into master Sep 1, 2026
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2 participants