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Credentials

Stored logins for external services.

Overview

Credentials hold the keys workflows need to reach other services. They are encrypted when stored and only a masked preview is ever shown.

Credentials in the Automation module.

When to use credentials

  • A workflow calls an outside service.

Step by step

In the Automation module open Settings in the green navigation bar, then choose Credentials under Configuration.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

  • Actions on the screen: Add Credential.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • automation.credentials.create
  • automation.credentials.delete
  • automation.credentials.read