Integration Hub Credentials

Credentials in Integration Hub are used for authentication to ensure users are only able to create and manage workflows they should have access to. Organization Owners will be able to see the credential listing screen and manage credentials for their organization.

Create a Credential

Instructions

1. Navigate to your Integration Hub's Credentials tab
   
2. Click + New Credential
   
   
3. Fill out the credential fields
   
   
   • Name: Create a name for your credential. This name can be anything, but we recommend using a word or phrase that clearly describes what product this credential is for.
   • Access Groups: This drop-down contains the groups for your organization. You can choose one or more groups who can have access to this credential. If a group is not selected, only you and other Organization Owners will have access to set up integrations using this credential.
   • Product: Choose from a list of the products currently available for you to create credentials for. The remaining options will auto-populate based on your product selection.
     
     • ArcGIS Credentials
     • CivicClerk Credentials
     • CivicEngage Central Credentials
     • CivicOptimize Credentials
     • CivicReady Credentials
     • Google Drive Credentials
     • HCMS Credentials
     • Laserfiche Credentials
     • SeeClickFix Credentials
     • Sharepoint Credentials
     • Twitter Credentials
4. Once you have completed all required fields, you can save your credential by selecting Create
   
   
   • Note: If at any time you want to cancel and/or leave the new credential screen, you can select the Cancel button at the bottom, select the x at the top, or simply click outside of the dialog.

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Modify Credentials

Important Notes

• Users will be unable to modify the product for their credentials, but all other fields can be updated.

• Secure fields such as passwords, API Keys, or Client Secrets are encrypted and will not show in the user interface when modifying a credential. Users can still modify these fields if necessary but will not be able to view what information is in the field.

Instructions

1. Navigate to your Integration Hub's Credentials tab
   
2. Next to the credential you wish to edit, select Actions > Modify
   
3. Make any desired modifications
   
4. Select Save
   
   

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Delete a Credential

Important Notes

• You will want to ensure you are only deleting credentials that are not used in any of your integrations. 
  • If you happen to delete a credential that is used in one or more integrations, these integrations will be broken and the integrations will error. To address the issue, you will need to go into each integration and choose a new credential.
  • In many situations, it may be best to simply update your credentials instead of creating new ones and deleting the old ones. This will ensure any integrations using your credentials will not be broken.
• For security purposes, once a credential is deleted it can no longer be accessed. If you need a credential that was deleted, a new credential will need to be created.

Instructions

1. Navigate to your Integration Hub's Credentials tab
   
2. Next to the credential you wish to remove, select Actions > Delete
   
   
3. Click Confirm Deletion on the popup that says Are you sure you want to delete this credential?
   
   
   • Note: If there are any integrations using this credential, they will no longer run. 

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