Manage Credentials
You can view the Credentials related to a Project under the Project
Settings > Credentials
page. In this article, you'll learn how to manage your
credentials related to a project.
View all Project Credentials
Via this Credentials
page, you can see a list of all Credentials, including
the name, type, and owner, and whether they are for a production environment.
All Project Collaborators can view the credential name, type, and owner, but only the Credential Owner can view the credential secrets (username, password, etc.).
Create a new Credential
- Click on the
New Credential
button, and choose the type of app you want to connect. - If your app is not listed, choose "Raw JSON" to create your own custom credential or "configuration" input. For example:
{ "loginUrl": "https://random-app.com", "username": "test", "password": "pwd" }
- Click
Configure Credentials
and add the authentication details for your app. The credential form will indicate which fields are required.
While creating a new credential form, if you're not sure what some of these
fields require (e.g., "security token"), then head over to the relevant
Adaptors
docs page to learn more and read about the "configuration schema" or
ask on Community.
- Click
Save
and you'll see it listed in yourCredentials
page. You can now use it across the Project when building and running Workflows.
Share Credentials
If you own a Credential, you can choose which Project has access to it. To update which Projects your Credential is shared with, follow the steps on the User Credentials docs page.
Raw JSON
Credentials
Raw credentials are valid JSON documents which are passed into a job's runtime state. Note that owners of these credentials will be able to view them, in their entirety, in the clear.
Raw credentials will work with any adaptor, so long as that adaptor's required configuration
keys (e.g., baseUrl
) are specified in your credential. See the "configuration schema" docs for each adaptor to see what is required for that app.
Raw JSON
to specify custom credential inputsUse the Raw JSON
credential type if you would like to store secrets that
are not standard inputs in an adaptor's credential form. For example, if my REST
API requires a client_id
instead of a username
, then my configuration
schema might look like the below code snippet. Because client_id
isn't an
option in the default Http
credential form, I can create my own custom credential
using the Raw JSON
type.
Example Raw JSON credential body or configuration
:
{
"baseUrl": "https://myapp.com/api",
"client_id": "test-j01",
"password": "testing123",
"customInput": "whateverYouWant"
}