Using authentications

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To complete certain tasks, your workflows might need to connect to external services. To allow your workflows to connect to these services, you must create authentications. Authentications provide and store the required authorization credentials for each service.

Before you begin

Note: In Compliance center workflows, sensitive data and authentication credentials are stored securely by using the Advanced Encryption Standard - Galois/Counter Mode (AES-GCM) algorithm with a 256-bit key.

Make sure you have permission to view and interact with the Authentications page.

Creating authentications

  1. Open the Authentications page.
    1. If you are connected to another application, such as Compliance center workflows, click the application switcher and switch to Compliance center workflows.
    2. In the Compliance center workflows sidebar, click Authentications.

    The Authentications page opens and the list of authentications is shown. You can search, filter, and sort authentications, and include shared authentications in the list.

  2. Click + Create Authentication.
  3. In the dialog, enter a name and, optionally, a description.
  4. In the Service drop-down, select the external service provider that you want to authenticate to.
  5. Provide the required authentication credentials for the service.

    If you prefer to provide certain credentials later, make them overridable by checking the Overridable checkbox. For example, you might make a credential overridable if you prefer to provide it in the workflow editor via a variable or a hard-coded value. For more information, see Auth Override and Auth Override JSON.

  6. Optional: Verify that the authentication credentials are valid.
    1. Click Test authentication.
    2. Select the worker group that you want to use to test the authentication.
    3. Click Test.
  7. Click Create.

The new authentication is shown in the list. By using the options in the Actions menu, you can edit or delete the authentication.

You can also create authentications in the workflow editor by using any of these methods:
  • Clicking Auth and creating an authentication.
  • Adding an authentication variable in the Start block.
  • Adding authentication key variables in workflow blocks that use authentication.

For more information, see Using authentications in workflows.