Credential Management

Manage all your integration credentials from a central location. View, update, and secure your API keys and OAuth connections.

Credentials Dashboard

Accessing

1. Go to Settings > Credentials
2. View all stored credentials
3. Filter and search

Credential Types

| Type | Description | |------|-------------| | OAuth | Token-based connections | | API Key | Static API keys | | Basic Auth | Username/password | | Custom | Other auth methods |

Viewing Credentials

List View

See all credentials:

• Service name
• Type (OAuth, API Key, etc.)
• Status (Active, Expired, Error)
• Last used
• Shared status

Credential Details

Click any credential to see:

• Full configuration
• Usage statistics
• Connected workflows
• Audit history

Managing Credentials

Update

Change credential values:

1. Click the credential
2. Click Edit
3. Update values
4. Save

Workflows automatically use new values.

Rotate

For security, rotate credentials:

1. Generate new credential in external service
2. Update in our platform
3. Verify workflows work
4. Revoke old credential in external service

Delete

Remove unused credentials:

1. Click the credential
2. Click Delete
3. Confirm

Warning: Workflows using this credential will fail.

Sharing Credentials

Personal (Default)

• Only you can use
• Only in your workflows
• Key values hidden from team

Shared

Share with team members:

1. Edit the credential
2. Enable Share with team
3. Choose access level:
   • Use only - Can use in workflows
   • View - Can see configuration
   • Manage - Can edit/delete

Team members use shared credentials without seeing secret values.

Security Features

Encryption

All credentials are:

• Encrypted at rest (AES-256)
• Encrypted in transit (TLS)
• Never logged or displayed in full

Access Control

• Role-based permissions
• Audit logging
• Session management

Compliance

• SOC 2 compliant storage
• GDPR data handling
• Regular security audits

Audit Trail

Track credential usage:

1. Open credential details
2. Click Audit Log
3. See all events:
   • Created/updated/deleted
   • Used in workflow
   • Access attempts

Troubleshooting

Credential Not Working

1. Check status in dashboard
2. Test the connection
3. Verify values are correct
4. Check external service status

Expired Token

OAuth tokens refresh automatically. If issues:

1. Find the credential
2. Click Refresh
3. Re-authorize if prompted

Missing Credential

If a credential disappeared:

1. Check audit log
2. May have been deleted
3. Recreate if needed

Best Practices

1. Regular Audits

Review credentials quarterly:

• Remove unused
• Rotate active
• Verify permissions

2. Least Privilege

Grant minimum access:

• Read-only when possible
• Limited scopes
• Specific resources

3. Use Descriptive Names

Name credentials clearly:

• Include service name
• Note purpose
• Add environment (prod/dev)

4. Document Usage

Track which workflows use which credentials for easier management.

Next Steps

• API Key Management - API keys
• OAuth Connections - OAuth setup
• Troubleshooting Auth - Fix issues