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How-to guide for managing API keys

This case study is about the creation of step-by-step procedures that guide users through tasks related to a new feature.

Project overview

Audience
API users with admin access and developer operations teams.
Role
Technical writer partnering with product and support.
Deliverables
How-to guide for creating and revoking API keys, UI copy for key management warnings
Tools
Zendesk Guide, Postman
Outcomes
Fewer support requests for key management, Clearer understanding of revocation impacts
Tags
technical writing

Context

Users had to contact our Support team to manage their API keys, which was not convenient. To improve the user experience, we launched a feature allowing them to manage their API keys.

Problem

Key management was a support-heavy workflow, and users lacked clear instructions for safe creation and revocation.

My role

To support the launch of this feature, I was tasked with creating clear and concise instructions.

Approach

  • Mapped the end-to-end task flow and critical warnings.
  • Wrote a step-by-step guide with consistent terminology.
  • Validated accuracy with product and support.

Process

  1. Understanding the feature and users: I started by reviewing the product brief and user stories. Then, I worked with the product manager and customer success team to understand what users know about API keys. I found out our users were tech-savvy. So, we decided to focus on aspects like one-time visibility, revocation, and impacts.
  2. Exploring the feature: I tested the feature on test platforms, using Postman. From creating the API key to seeing how revocation affects integrations, I explored the whole user journey.
  3. Building the content: I documented all the steps using Zendesk Guide. Then, the product manager reviewed them publishing.

Results

  • This content helped users manage API keys themselves, reducing the need for customer support.
  • Reviewing the content with the product manager ensured technically accurate content for users.

Impact

  • Reduced support volume by enabling self-service key management.
  • Fewer user mistakes with clearer warnings and revocation guidance.

Takeaways

  • Work with subject matter experts. This way, you can know users better and tailor your content to their needs.
  • Test features and walk in the users’ shoes to create accurate and suitable content.