Managing vault credentials

Learn more about how to create, edit, and delete vault credentials in IBM RPA.

About this task

Vault credentials refer to credential profiles, which are a named reference to a user vault credential. To configure a credential in the user vault, you must configure this credential profile first.

Differences between credentials and vault credentials
Credentials that are registered in the Credentials tab can be used by all the users in the environment. If you are looking for System Vault credentials, go to Credentials

Credentials that are configured in the Vault Credentials tab are only named references to the user vault. Once configured locally, they can only be used by the machine with the configured credentials. For more information about User Vault and System Vault, see What is the IBM RPA Vault? and Configuring the user vault.

This section describes how to manage vault credentials on the Vault credentials page in the IBM RPA Control Center.

Before you begin

  • Your user needs permission to create credentials.
    See the Checking user permissions topic to learn how to check your user permissions.
  • The teams that you assign to a vault credential needs permission to manage credentials. The vault credentials screen in the IBM RPA Control Center has the Is Functional column that displays if a credential has or not teams with permission to manage credentials. For more information about how to manage teams, see Managing teams.

Procedure for creating a vault credential

  1. Log in to IBM RPA Control Center.
  2. In the Define menu, click Credentials > Vault credentials.
  3. In the Define credentials screen, click Create vault credential.
    • In the Key field, enter a unique name to identify your credential.
    • In the Description field, enter a brief description of what the credential does.
    • From the Teams list, select the teams that have access to vault credentials.
  4. Click Create.

Procedure for editing credentials

  1. Log in to IBM RPA Control Center.
  2. In the Define menu, click Credentials > Vault credentials.
  3. Choose a credential and click the vertical ellipsis button ⋮ > Edit.
  4. In the General section, fill the following fields:
    • In the Key field, enter a unique name to identify your credential.
    • In the Description field, enter a brief description of what the credential does.
    • From the Teams list, select the groups that have access to this credential.
  5. Click Save.

What to do next

To configure credentials in the User Vault, see Configuring the User Vault.