Credentials permissions

Control access to Cortex AgentiX credentials for integrations and automation.

Controls access to stored credential sets (reusable authentication objects that integrations and systems reference for connecting to external services). Credential sets centralize sensitive authentication data (usernames, passwords, certificates) so they can be managed in one place rather than being embedded in each integration configuration.

Users can access Credentials on the Credentials page by going to Settings → Configurations → Integrations → Credentials.

Note

To view the Credentials page, users require the following view permissions:

• Integrations
• Data Sources

Without these permissions, users can't view the Credentials page.

For more information, see Manage credentials.

Permission	Description	Role Example
View	Enables backend API read access to credential sets (e.g., for automation or API-based workflows). If users have access to the Credentials page, they can view a list of stored credential sets and their names. Users can't create, modify, or delete credential sets.	SOC Tier-1, 2, and 3 Analysts: May need to verify credential status/credential configurations. Threat Hunter: Verify integration authentication.
View/Edit	If users have access to the Credentials page, they can manage credential sets, including creating, deleting, and editing credentials.	Security Engineer: Manage integration credentials.

Required and recommended permissions

Credentials often serve as dependencies for other automation and integration tasks. Consider adding these permissions:

Permission	Permission Level	Reason
Integrations	View or View/Edit	View: Core permission to access the Credentials page. Required. View/Edit: Highly Recommended. Users who manage credentials typically also need to configure integration instances that reference those credentials.
Data Sources	View	View: Core permission to access the Credentials page. Required.
Playbooks	Enabled	Strongly recommended to view integrations that use the stored credentials.
Scripts	Enabled	Strongly recommended to view scripts that may use credentials for external API calls.
Marketplace	View	Recommended. Allows browsing and installing integration content packs from the Marketplace, which may include integrations that use credential sets.
Audit	View	Recommended to track credential creation, modification, and usage for security compliance.