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Add Process Automation Application Credentials

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The Staff Center 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 Center

  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 The Manage Credentials option next to a Process Automation and Digital Services application.

  4. Click New CredentialThe Add New Credential button on the credentials page.

  5. Add a Name and enter the Key ID and Key SecretForm for entering new process automation credentials including name, key ID, and secret.

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

  6. Select the Environment you wish to use Input fields for Key Secret and Environment selection.

  7. Click SaveThe Save button on the credentials page.