Managing Credentials
Managing credentials allows users to efficiently handle their configured credentials by performing tasks such as updating, removing, and tracking them, ensuring secure and organized credential management.
Activate/ Inactivate the credentials
Credentials can be activated and inactivated to control their usage. When activated, credentials are available for automation processes, while inactivated credentials prevent unauthorized access, reducing security risks. This functionality ensures better control over sensitive data and allows for easier management.
Follow the steps below:
1. Log in to the RobilityManager portal.
2. Navigate to the respective Projects.
3. Select Credential Vault from the menu.
4. Find the respective Credential and click on the “Active/Inactive” option under the Action field.
5. The credentials will now be successfully activated or inactivated accordingly.
Updating the credentials
The Edit option allows users to update the password and modify the expiration date required for the application. The Username field cannot be edited and will be disabled. Follow the steps below:
1. Log in to the RobilityManager portal.
2. Navigate to the respective Projects.
3. Select Credential Vault from the menu.
4. Find the respective Credential and click on the Edit option under the Action field.
a. You can now update the credential details such as password, and expiration date.
7. Click the Update button.
8. The credentials will now be successfully updated.
How to Re-activate Expired Credentials?
Each credential is set to expire after the duration specified during its configuration. Once a credential expires, it cannot be used for any automation processes, ensuring compliance with security protocols and preventing unauthorized access.
To continue using the credential, users must reactivate it by following the reactivation steps outlined above. This process ensures that credentials remain secure, up-to-date, and aligned with organizational policies for managing sensitive information.
Lock/Unlock Credentials
Credentials can be locked and unlocked to ensure secure and exclusive access during automation processes. They can be locked during the execution of the bot while retrieving the credentials, preventing unauthorized access or conflicts with other machines. Click here to learn how to lock credentials during bot execution.
Once the execution is complete, credentials are unlocked for secure utilization by other processes. This helps maintain control over sensitive data and ensures compliance with security protocols.
How to unlock credentials:
There are two ways to unlock credentials after the execution process:
1. The bot can automatically unlock the credential once the process is complete. Click here for details. This option is recommended as the best practices of automation.
2. The user can manually unlock the credential in Robility Manager by following these steps:
a. Navigate to the respective Projects.
b. Select Credential Vault from the menu.
c. Locate the credential and click the “Unlock” button under the action field.
History option
The history option enhances standards and security compliance by allowing users to track and monitor the usage of credentials. It provides transparency and accountability by providing actions such as usage, lock/unlock status changes, updates, and status changes.
1. Usage: Provides details about credential usage, including the machine name and the last used date and time.
2. Lock/Unlock: Shows the history of lock/unlock actions, along with the machine name and the date/time for the past 24 hours.
3. Updates: Lists the updates made, detailing who performed the update and when, within the last 24 hours.
4. Status Change: Displays the history of status changes, including who made the changes and when, for the last 24 hours.
