Set up lockers and credentials in Credential Vault

Assign credentials to lockers for Bot Creators to access during the bot building process.

Prerequisites

Ensure that you are logged in to the Control Room as the administrator.

The credentials assigned are typically those where the administrator is granting some internal, business-related access to a Bot Creator or Bot Runner for RPA development, for example to a Salesforce account.

Note: Credential and attribute names are not case-sensitive and are stored as "lower-case".

Procedure

Navigate to Manage > Credentials.
Click Create credential.
Enter the Credential name and a Description for the configured credential or select External key vault.
If integrating with an external key vault, then proceed to Select External key vault .
Enter the Attribute name and supply the Description for the attribute.

Select one of the following Input options:

Input	Value
Standard	Enter the value. All users see the same credential value set by the credential owner.
User-provided	The value field is not available because the values are not preset during creation. Only users of the locker containing this credential can provide the value.

Set Security for the attribute.

Note: When the Masked option is selected, the attribute value is hidden for security purpose.
Click Create credential.
Click the MY LOCKERS tab.
Click Create locker.
Enter the Name.
Optional: Enter a description.
Click Create locker.

Automation 360

Set up lockers and credentials in Credential Vault