Credential Management

CX Fabric's Credential Management is a secure and user-friendly solution that allows users to create, store, and manage their private credentials for various apps and services within the CXFabric platform. The system will enable users to authenticate themselves and establish connections between the apps or services and the CXFabric component using created and stored credentials instead of asking the users to enter credentials for every node or flow.

NOTE: The available features and actions within the Credential Management page are strictly determined by your roles' permissions. This means that you will only have visibility and access to the following actions that are specifically authorized based on your assigned roles:

• Create credentials

• Delete credentials

• Modify credentials

• Share credentials

• View credentials

Credential Management page

Credential in workflow component

Benefits

• Efficiency: Reduce the need to repeatedly enter credentials by securely storing them for reuse.

• Security: Protect your sensitive information with secure storage and encryption.

• Flexibility: Dynamically manage credentials within workflows for greater automation.

• Collaboration: Share credentials securely with team members to facilitate collaborative projects.

• Control: Maintain control over credential access and permissions to ensure security.

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Features

Credential Creation:

• Create credentials by selecting a service or entering details manually.

• Use a user-friendly interface to enter credential details.

• Automatically test credentials upon saving.

Credential Management:

• View your credentials in the "My Credentials" tab.

• View all accessible credentials, including shared ones, in the "All Credentials" tab.

• Edit and update existing credentials.

• Rename credentials for easy identification.

Credential Usage:

• Select stored credentials from a dropdown when needed in workflows.

• Access credential objects dynamically within workflows using the Code node.

• Create new credentials directly from a workflow component if needed.

Credential Sharing:

• Share credentials with other users securely.

• Ensure shared credentials are not visible or editable by the recipients.

• Instance owners and admins can view and share all credentials within the tenant.

• Credential owners can manage sharing permissions.

Security and Privacy:

• Secure storage and encryption of credentials.

• Prevent unauthorized access to credentials.

• Shared credentials are not accessible or editable by recipients.

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Add Credentials

Adding a credential is straightforward and helps in securely storing the necessary details to connect to various services.

1. To add a credential, click on the "ADD CREDENTIAL" button.

2. Select the application type from the available options:

   • SFTP

   • Database

   • SMTP

   • Bearer Token

   • Basic Auth

3. Enter the required fields based on the selected application type, including name, host, port number, username, password, and any other relevant details.

4. Click "Add" to save the credential.

5. Confirmation: A message will appear: "User credential created successfully!"

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Edit Credentials

You can easily edit existing credentials to update or correct the information.

1. Locate the credential you wish to edit from the list of credentials.

2. Click the ellipsis menu next to the credential name to see the "Edit" option.
3. Update the necessary fields or any other relevant details.

4. Save the changes by clicking the "Save Changes" button.

5. A confirmation message appears: "User credential updated successfully!"

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View Credentials

You can view the details of your stored credentials for verification.

1. Locate the credential you wish to view from the list of credentials.

2. Click the ellipsis menu next to the credential name to see the "View" option.

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Share Credentials

You can share your credentials with other users in your workspace for collaborative purposes.

1. Locate the credential you wish to share from the list of credentials.

2. Click the ellipsis menu next to the credential name to see the "Share" option.
3. Select the user(s) in your tenant by checking the box next to their name.

4. Click the Share button.

5. A confirmation message appears: "User credential shared successfully!"

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Delete Credentials

You can delete credentials that are no longer needed.

1. Locate the credential you wish to delete from the list of credentials.

2. Click the ellipsis menu next to the credential name to see the "Delete" option.
3. Confirm the removal by following any on-screen prompts or confirmation dialogs.

4. A confirmation message appears: "User credential deleted successfully!"

NOTE:

• Ensure your credentials are accurately entered to avoid connectivity issues.

• Regularly update your credentials to maintain security.

• Use the sharing feature to enhance team collaboration while maintaining control over your credentials.

• Test your credentials upon creation to ensure they are functional. You can test the connection in the editor on the workflow component that requires credentials.