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Documentation Index

Fetch the complete documentation index at: https://docs.tight.com/llms.txt

Use this file to discover all available pages before exploring further.

To embed the Accountant Dashboard within your own web app, such that your bookkeepers will never see the Tight brand, you can follow the simple steps below:

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1. Adding Bookkeepers via API

In order to add bookkeepers into Tight’s API, you can take advantage of the Create an accountant endpoint. An example cURL is shown below: 
curl --request POST \
     --url https://sandbox.hurdlr.com/rest/v5/accountant/account \
     --header 'accept: application/json' \
     --header 'content-type: application/json' \
     --data '
{
  "userId": "userIdInYourDB",
  "client_id": "your_client_id",
  "client_secret": "your_client_secret",
  "email": "accountant@gmail.com",
  "firstName": "Your",
  "lastName": "Accountant",
  "canReopenBooks": false,
  "canManageAdmins": true,
  "canManageUsers": true,
  "canAccessAllUsers": false
}
'
Once you have added bookkeepers into Tight’s API, you can manage them directly within the Accountant Dashboard Embedded experience .

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2. Initializing the Embedded Experience

Initialize the Tight Embedded experience in your project by following the instructions on Embedding Tight’s white labelled UI. Be sure to use the accessToken that pertains to the specific accountant that has logged into your web app.

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3. Adding the Accountant Dashboard to your app

To render the Accountant Dashboard, you will need to provide the elementId parameter, which is the HTML id of the main <div> where you would like the Accountant Dashboard to render. Simply invoke the following line of javascript: 
Hurdlr.renderAccountantDashboard(elementId, options);

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4. Customizing the UI to match your branding

Tight’s API team can quickly customize the UI to match your branding. Please follow the instructions on Customizing the embedded UI to match your branding.