Credentials

Credentials

Overview

This article offers a detailed guide on how to update your system's credentials to maximize security effectively. You will learn how to manage system credentials to preserve the security and integrity of your application. By following the steps mentioned here, you can change the existing credentials.
Please note that if you are not an administrator for the selected system, all settings will appear in read-only mode, and you will be unable to make any modifications.

Step 1 - Start Edit Mode 

  1. To enter edit mode, you have two options to start editing your system:
    1. Option 1: Select the Edit icon from the context menu on the Contact card.
    2. Option 2: Select the Edit option drop-down on the Contact Details screen.
Option 1


Option 2

  1. Once you select any of the options explained above to reach the edit screen, the following screen will appear.
  2. Click on the Configuration band. This will open the selected section in editing mode.
  3. Upon clicking the Configuration band, the screen will display its subsection:
    1. Application Settings
    2. Connector Settings
    3. Credentials
    4. User-Defined Fields
  4. A separate band will represent each section. You can click any band to modify its details.
  5. The action area contains a Help icon. Clicking on this icon will open help content in the context area.

Step 2 - Accessing Credentials

  1. Click on the Credentials band.

  1. After clicking on the Credential band, the credential screen will appear, displaying the list of credentials.
  2. The list of credentials will vary depending on the system type.
  3. Please note that the fields displayed on this screen may vary based on your system configuration, as each system has its own set of authentication requirements.

Step 3 - Modify Credentials

  1. You can modify the credential values using their controls, such as drop-downs, switches, text boxes, etc.
  2. Click on the Save button to apply your modifications.


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