Manager

Introduction

The Credential Manager securely stores sensitive information such as usernames, passwords, tokens, pins, keys, and other configuration assets in encrypted form. This ensures that critical data is protected and inaccessible to unauthorized users.

The Credential Vault acts as a centralized and secure location for managing these items. It provides administrative access to view, update, or rotate credentials and other stored data as needed.

All stored information is encrypted and maintained in a secure database to uphold strict security standards. For example, when a robot needs to access a webpage, tool, application, or external system, the required credentials and tokens can be securely retrieved from the vault—eliminating the need to hardcode sensitive data within workflows. Click here to learn more about where the configured credentials are stored. 

By integrating the Credential Manager within each project, it significantly reduces the risk of credential exposure and enhances the overall security of automation processes.

Use cases

1. Web and Desktop Applications: In automation scenarios involving websites or desktop applications, bots often need to log in repeatedly using credentials.
2. Cloud Platforms (e.g., Azure, AWS, GCP): Accessing cloud services typically requires API keys, access tokens, client secrets, or service principal credentials.
3. Database Access: Bots that interact with databases for data extraction, reporting, or updating records require authentication credentials like database usernames and passwords.
4. Third-Party API Integrations: Many automation workflows involve integration with third-party APIs such as payment gateways, CRM systems, or messaging platforms (e.g., Twilio, Salesforce).
5. Internal Tools and Systems: Organizations often use custom tools and internal systems that require secured access.
6. Shared Assets and Configuration: Beyond login credentials, the Credential Manager can also store non-sensitive but critical data such as configuration values, environment-specific tokens, or encryption keys needed during execution.

To learn more about credential vault, refer the credential vault documentation.  

Choosing the vault key in Designer

After adding the credential details for the application in Robility Manager, the vault key for the corresponding project will be configured.

Click here to learn how to create credentials for the application.

Follow the steps below to locate the vault key in the Designer:

1. Launch the Designer and open an existing solution or create a new one.
a. To access the Vault Key, select the relevant project from the Publish section located at the bottom of the Designer. This project should correspond to the one for which the credential vault has been configured in Manager.
b. Once the project is selected, the vault key will appear in the Solution Explorer under the Resource category as Credential Vault.

2. The Credential Vault will only appear in the Designer interface if the Credential Manager has been configured for that specific project.
3. Click Solution Explorer to view the Credential Vault listed under the Resource section.