Setup, administrator access and schema readiness
Activate the gateway, use the Utilities/Tools child menu and resolve schema readiness without inventing a root menu or bespoke permission.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand the Proplix Secure API Gateway
Review the visible Client Portal API flow, short-lived sessions, client data, module workspaces, documents and advanced generic APIs.
Check the CRM requirement
Confirm the module targets CRM 2.3.*.
Activate the API Gateway
Run install.php and verify module tables and Utilities/Tools child menu.
Open API Gateway
Use the child item under Utilities or Tools; no separate root sidebar item is registered.
Understand administrator access
The administrator controller requires is_admin(); the source registers no bespoke staff capability.
Understand the Portal API schema check
The page checks profile_type and allowed_sections fields before enabling profile creation.
Resolve Portal API schema pending
Deactivate and reactivate the module so install.php creates or updates module-owned fields.
Understand the five module tables
Sources, keys, logs, resources and profiles store visible and advanced API configuration/evidence.
Understand admin-only gateway assets
The module CSS loads only on admin/proplix_api_gateway routes.
Understand menu portability
The child is registered under both internal utilities and tools parent slugs for theme portability.
Verify initial installation
Open the page, confirm schema readiness, create a test portal profile and call session/me from a server-side test client.
