Accessing the Digital Toolkit

Signing up for a developer account lets developers access the Digital Toolkit within the Garden demo institution.

In this guide, we will cover:

• signing up for a developer account
• creating a test user
• generating an External Application
• configuring a plugin

Signing up for a Developer Account

To sign up for a developer account, complete these steps:

1. Open the homepage in your browser: https://jackhenry.dev
2. In the Get access to API credentials banner, click Sign up.
3. After reading the Terms & Conditions, click Sign in with Google.
   • Note: Currently, only Sign in with Google is supported.
4. If necessary, log into your Google account.
5. In the Before you continue… dialog, enter a US phone number for receiving two-factor authentication (2FA) codes.
6. Click Save.

Creating a Test User

To create a test user for the Garden demo institution, complete these steps:

1. In the Test user card of the developer dashboard, click Generate test user.
2. Once the user is created, click Enroll in Garden.
   • This will open the Garden demo institution in a new browser tab.
3. In the New user enrollment dialog, use this info from the developer dashboard to complete the text fields:
   • Social Security number: SSN number from the Test user card
   • Account number: Checking or savings account number from the Test user card
   • Email: The email address for the Google account you used with Sign in with Google
   • Phone: The phone number you entered in the Before you continue… dialog
4. Click Next.

Your test user now exists in the Garden demo institution and is ready for enrollment.

Enroll the test user in 2FA and create username and password

To enroll your test user in 2FA and create create a username and password for the Garden demo institution, complete these steps:

1. In the Protect your account with 2-step verification dialog, click Get started.
2. Select your preferred 2FA verification method.
3. Enter the phone number you entered in the Before you continue… dialog, and then click Next.
4. Select your preferred 2FA code retrieval method, and click Send code.
5. Enter your one-time 2FA code, click Verify, and then click Done.
6. Review the EULA, select the checkbox, and click Accept.
7. Enter a username and password, confirm the password, and then click Next.

Now that your test user has been enrolled in the Garden demo institution, you’re ready to return to the developer dashboard and confirm enrollment.

Confirm enrollment

To confirm that your test user is enrolled in the Garden demo institution, complete these steps:

1. Open the developer dashboard in your browser: https://jackhenry.dev/portal/dashboard
2. In the Test user card, click Confirm enrollment.

Once enrollment has been verified, you’ll notice the Plugin configuration card and Build external applications card both become active.

Generating and configuring a plugin

To create your plugin for testing in the Garden demo institution, complete these steps:

1. Open the developer dashboard in your browser: https://jackhenry.dev/portal/dashboard
2. In the Plugin configuration card, click Generate basic plugin.
3. Edit the text fields as desired.
4. Click Save.

Note that the plugin is initially generated with these defaults, which are each editable:

• Title: [Username’s] Test Plugin
• Description: Sample Digital Toolkit application for [Username]
• Initial height: 300 [pixels]
• Card action label: View more

Building an external application

To build and/or edit your external application for testing in the Garden demo institution, complete these steps:

1. Open the developer dashboard in your browser: https://jackhenry.dev/portal/dashboard
2. In the Build external applications card, edit the Primary redirect URI field to replace the default Redirect URI.
3. If desired, click + Secondary redirect URI to add another Redirect URI.
4. Click Save.

Note that the External Application is initially generated with two default Redirect URIs, which are each editable:

• Primary redirect URI: https://jackhenry.dev/
• (Unnamed secondary redirect URI): http://localhost:8080/dynamic

Next Steps

Register for the Digital Toolkit Office Hours where we answer technical Q&A from the audience: https://banno.com/events/

Join the community using the official tag on Stack Overflow: https://stackoverflow.com/questions/tagged/banno-digital-toolkit

Review the Getting Started pages for each part of the Digital Toolkit:

• Plugin Framework
• Consumer API
• Admin API
• Authentication Framework