Credential
Credential is used for viewing and managing credentials(user name and password) for RPA process invocation, you can set the credential name here for Automation Creator or Automation Worker to retrieve and use. Credentials are stored in an encrypted manner to ensure password security.
If the credential set is not globally unique, users with the participant role can associate their personal password with the credential for use. After association, the personal credential is only effective for the current user, while other users will use either the default value of the credential or their associated personal credential. This ensures that different users can use the same credential with different usernames and passwords.
Create
To create a new process, click the "Create" button and fill in the name, description, and type.
Details:
- Credential Name: Globally unique, cannot be duplicated.
- Globally Unique: Currently, only globally unique types are supported. Globally unique: This parameter can only use the default value. If unchecked, credential participants can associate personal passwords. Once saved, the type cannot be modified.
- Username and Password: The default value of this credential. If no personal password is associated, this default value is used.
- Remarks: Supplementary explanation for this parameter.
Add Collaborator
In the list, click the queue requiring permission control and select "Add collaborator" to set corresponding collaborators.
If the credential type is globally unique, the collaborator roles are:
| Role Name | Description |
|---|---|
| Administrator | Can edit, delete, and add collaborators for the credential. |
| User | Can only use the default value of the credential. |
If the credential type is not globally unique, the collaborator roles are:
| Role Name | Description |
|---|---|
| Administrator | Can edit, delete, and add collaborators for the credential. |
| Participant | Can associate a personal password with the credential for use. When a personal password is associated, the credential used in tasks will utilize the personal password. |
| User | Can only use the default value of the credential. |
View
Click the "View" button to access credential details. Only administrators can view credential details.
Password Management
Credential administrators can view other users' personal passwords associated with the credential. Administrators can also associate their own personal password, but can only associate one personal password.
In password management, credential administrators can remove a member's personal password. Click "Remove" and confirm to remove the personal password from the credential for the member. After removal, the member will use the credential's default value when performing tasks.
Usage Records
Credential administrators can view the usage records of a credential, including usage during process debugging by Automation Creator and task execution by Automation Worker, ensuring complete and traceable credential usage records.
Details:
- Usage Time: The time the credential was used.
- Member: Information about the member who used the credential.
- Type: Debugging or task. If used by the process creator, it is debugging; if used by the process machine, it is a task.
- Usage Content: The target element during usage.
- Process Used: The name of the process where the credential was used.
- Version Used: The version of the process where the credential was used.
- Automation Worker Name: The name of the Automation Worker using the credential.
- Task ID: The task ID when the credential was used.
- Task Screenshot: A screenshot of the credential usage.
Supports querying, filtering, and exporting usage records.
Edit
When editing, the credential type cannot be changed, but other fields can be modified.
Associate Personal Password
Click "Associate personal password" to associate your personal password. If a personal password is already associated, the "Disassociate" button will be highlighted. Click "Disassociate" to end the previous association.
Delete
To delete a credential, click the "Delete" button in the list. After confirmation, you can delete the corresponding credential.
Note: Deleting a credential may cause historical processes to fail to reference the credential correctly, leading to task errors.
Personal Password
Password Management
Click "Personal Password" to access password management, where you can view your personal passwords. Here, you can manage personal passwords in your daily systems, making it convenient to quickly associate them with credentials during process usage.
Usage Records
Users can view the usage records under their personal passwords, including usage during process debugging by Automation Creator and task execution by Automation Worker, ensuring complete and traceable personal password usage records. Supports querying, filtering, and exporting usage records.