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Add Process Automation Application Credentials

  • Updated:

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

 

Important Note

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

 

Who can use this feature?
Organization Owners

 

 

Instructions

  1. Sign in to CivicPlus Organizations
  2. Navigate to the Applications tab
    Applications tab in left navigation menu.
  3. Select Actions and then Manage Credentials next to a Process Automation application
    manage credentials option.
  4. Click New Credential
    new credential button.
  5. Add a Name and enter the Key ID and Key Secret
    New 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 Save
    save button.

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