Manage credentials

Manage credentials used by integration instances.

Credentials simplify and compartmentalize administrative tasks, and enable you to save login information without exposing usernames, passwords, certificates, and SSH keys. You can reuse credentials across multiple systems, for example, when using the same administrator password across multiple endpoints.

Prerequisite

To view the Credentials page and manage its content, your user role must have the following minimum permissions:

• Integrations: View
• Data Sources: View
• External Issue Mapping: View

Without these permissions, the Credentials page is hidden. Furthermore, if the Credentials permission itself is set to None, the page is hidden even if the above prerequisites are met.

After you set up a credential, you can configure integration instances to use it instead of entering the name and password manually.

Add credentials to an integration instance

1. Create the credential.

   1. Select Settings → Configurations → Integrations → Credentials → New Credential.
   2. Add the following parameters:

      Parameters	Description
      Credential Name	The name of the credential. You select this name when adding the credential to the integration instance.
      Username	The username for the credential.
      Workgroup	The workgroup to associate this credential with. Relevant for third-party services, such as Active Directory, CyberArk, and HashiCorps.
      Password	The password for the credential. For example, add the API Key when defining the API credential.
      Certificate	Certificate or SSH to use for the credential.

   3. Save the credential.
2. Add the credential to the integration instance.

   1. Go to Settings → Data Sources & Integrations and select the integration.
   2. Click Add Instance.
   3. Locate the relevant section and click Switch to credentials.

      If there is more than one credential, select the relevant credential.

      Note

      If your user role has the Credentials permission set to None, the Switch to credentials option is hidden. Instead, the message Credentials are locked by admin is displayed, and you cannot reference stored secrets. This restriction applies to both data sources and unified connectors.
   4. Test and Save & Exit the integration instance.