Automation Platform Tasks

Credentials—create new or modify existing credential

To create a new credential

Enter information into the fields as follows:

Field NameDescription


Enter a unique name of the credential object.


(Optional) Plain text or HTML description for this object. If using HTML, you must surround your text with <html> …​ </html> tags. Allowable HTML tags are <a>, <b>, <br>, <div>, <dl>, <font>, <i>, <li>, <ol>, <p>, <pre>, <span>, <style>, <table>, <tc>, <td>, <th>, <tr>, and <ul>.

For example, the following HTML:

<span style="font-family: Arial;">
  <i>Note:</i> For more information about the <b>abc</b> object, see
         <a href="">\</a>.

renders as follows:

_Note:_ For more information about the *abc* object, see \

User Name

Enter the user name you choose to use for login.


Enter the password that identifies the user account.

Click OK to save your new credential information.

To edit a credential

Modify any previously entered credential information and click OK to save your changes.

Use the Access Control link to add or change existing permissions.

You can add Custom Credential Properties for this credential also. Click the Create Property, Create Nested Sheet, or Access Control link in this section if you need to specify any of these items.

For more information, see the following Help topics: