Manage

Credentials

Manage external credentials for 3rd Party services.

Overview

Third party services often require credentials to access their APIs.
These credentials can be configured from the Credentials section of the manage platform.

Supported Services

• Slack
• Google Sheets
• Google Calendar
• WhatsApp
• MS Teams (coming soon)

Adding a Credential

1. Navigate to the Credentials section of the manage platform.
2. Click the
   + New Credential
   button.
3. Select the resource (service) you want to add credentials for.
4. Enter a name for the credential.
   • This is a friendly name to help you identify the credential.
5. Finally, click the
   Create
   button.
6. Follow the third party service's instructions to obtain the required credentials.

Getting an orgcredentialuuid

Several tasks and fields in the platform require an orgcredentialuuid to access the resource.

To get the uuid, follow these steps:

1. Navigate to the Credentials section of the manage platform.
2. Select the credential you want to use.
3. Click the hamburger menu (three dots) on the top right.
4. Click the Copy credential uuid option.