Credential Management

Within the Credential Manager the user can store and manage the credentials needed for the Communication Channel configuration (e.g., password for certificates, username and password for SQL Server).

How to access

Follow the steps bellow to access the Credential Management:

  • Click on the Account icon (1), go to Administrative section (2) and select the Credential Management option (3).

Access to Credential Management
  • The Credential Management is visible.

Credential Management Main View

Note

The Credential Management can only be accessed by user accounts with an administrator role assigned.

Add Credentials

Follow the steps described below to add credentials:

  • Click on the Add button (1).

  • Select an option (2) Password or Username and Password.

Credential Management Add Button
  • Type a name for Credentials (3).

  • Add description (4) (optional).

  • Input the Username and Password (5).

Credential Input
  • Click on the Save and Close button (6).

Credential Added

Edit Credentials

To edit the credentials, select the Edit button (1).

Credentials Edit Button

The Edit Mode is visible, the configuration can be edited (2) and then save the session by selecting the Save and Close button (3).

Credentials Edit Mode

Delete Credentials

To delete credentials, select the Delete button (1).

Credentials Delete Button

A pop-up confirmation appears, select the Delete button (2).

Credentials Delete Confirmation

Using Credential Manager when configuring the Communication Channels

When configuring the Communication Channels, the user has the option to manually input the credentials or to select one from the Credential Manager.

Example of Database Communication Channel configuration:

  • Click on the Database credentials field (1).

SQL DB communication Channel configuration
  • Select the Username and password credentials reference option (2).

Credentials Reference List
  • Click on the Credentials Manager Selector option (3).

Credentials Manager Selector
  • Select one of the credentials from the list (4).

Credential Selected
  • If the credentials are not saved in the Credentials Manager, click on the Add credentials option (5).

Add Credentials
  • Input the credentials details (6) and click on the Save and Close button (7).

Add Credentials Details
  • The new credentials are saved and added into the configuration (8).

New Credentials Added