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Set up lockers and credentials in Credential Vault

  • Updated: 10/09/2021
    • Automation 360 v.x
    • Explore
    • RPA Workspace

Set up lockers and credentials in Credential Vault

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

Prerequisites

This task is performed by the Control Room administrator. You must have the necessary rights and permissions to complete this task. Ensure 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

  1. Navigate to Manage > Credentials.
  2. Click Create credential.
  3. Enter the Credential name and a Description for the configured credential or select External key vault.
    If integrating with an external key vault, proceed to Step 5.
  4. Enter the Attribute name and supply the Description for the attribute.
  5. Select Input:
    InputValue
    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.
  6. Set Security.
    All masked values will be shown as asterisks.
  7. Click Create credential.
  8. Click the MY LOCKERS tab.
  9. Click Create locker.
  10. Enter the Name.
  11. Optional: Enter a description.
  12. Click Create locker.
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