Add Process Automation Application Credentials

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The Staff Portal (formerly CivicPlus Organizations) supports the storage and access of Application Credentials for Process Automation and Digital Services. Organization Owners are able to add a credential to an existing Application. These credentials enable centralized Forms within the Resident Portal and integrations in the Integration Hub.

Important Note

  • More than one credential can be created for an application, however, the Resident Portal will use the first created credential.

Who can use this feature?

Organization Owners

Instructions

  1. Sign in to the Staff Portal

  2. Navigate to the Applications tab The Applications option in the left-hand navigation menu.

  3. Select Actions and then Manage Credentials next to a Process Automation and Digital Services application manage credentials option.

  4. Click New Credentialnew credential button.

  5. Add a Name and enter the Key ID and Key SecretNew credential fields.

    Note: The keys can be found in the Developer Keys section of the product.

  6. Select the Environment you wish to use environment field.

  7. Click Savesave button.