Add Global Basic Credential

As a Process Automation Administrator, you can define a global basic credential in Workspace. In Designer, Process Automation Designers can find and use this credential while configuring connectors to interact with other applications and services.

  1. From the Workspace navigation pane, click and expand Administration, and then click Credentials.
    The Credentials page appears. If you're not on the Global credentials page, click the Global tab.
  2. On the top right of the Global Credentials page, click Create global credentials.
  3. From the drop-down list that displays, select Basic Credentials.
    The Add a new Basic credential dialog displays.
  4. In the Add a new Basic credential dialog, enter the following details:
    Field Information to Enter

    Folder Name

    Specify the folder in which to store the credential. This single level folder structure enables you to organize credentials by grouping them in folders.

    • To save the credential in the default Common folder, leave Common selected.
    • To save the credential in a new folder, click the Create new link and enter a new folder name.

    You can’t change a global credential’s folder later.

    Credential Name

    Enter a name to identify the credential. You can’t change a global credential’s name later.

    Target URL

    Enter the base URL that the connector will access in connector calls.

    Username

    Enter the username that users must enter to call the REST service.

    Password

    Enter the password that users must enter to call the REST service.

    Confirm Password

    Re-enter the password.

    Description

    Optionally, specify how the credential will be used.

  5. Click Submit.
The global credential is listed under the Global tab. Process Automation Designers can now find and select the global credential when creating connectors that use the same base URL. See Use Global Credentials.