Managing credentials

To integrate external applications with IBM watsonx Orchestrate, you must provide credentials. Credentials authorize watsonx Orchestrate to use the selected authentication method and establish secure communication with the external application.

Accessing Credentials

Use this view to manage both member and team credentials in one place. Centralized access makes it easier to find the credentials that are needed for personal or team integrations.

To configure credentials, go to the Profile settings page > Settings > Manage credentials.

Member credentials

Member credentials are user-specific and managed individually. These credentials are private and not shared with other team members.

When to use member credentials

Use member credentials when access is tied to personal accounts or individualized data. This setup supports:

  • User autonomy: Each user controls their own credentials.
  • Privacy: Credentials are not visible to other team members.
  • Flexibility: Users can update or disconnect credentials as needed.

Adding member credentials

To add a credential to your app connection, complete the following steps:

  1. In the Profile section, go to Settings.
  2. Select Manage credentials > Member credentials > Add credential +.
  3. Choose your application or search by typing in the field.
  4. Click Next.
  5. Enter the authentication details to add the credential.
  6. Click Connect > Done.

For more information about credentials, see Adding a credential.

Team credentials

Team credentials are shared across all users in a team and configured by builders or administrators. Users cannot modify these credentials.

When to use team credentials

Use team credentials for shared services or team-wide integrations. This setup provides:

  • Consistency: All users access shared applications that use the same credentials.
  • Simplified onboarding: New users gain access without manual setup.
  • Centralized control: Credential management is handled by designated roles.
Note: In Team credentials, the Add credential + option for editing or disconnecting is disabled for users.

Viewing team credential applications

To view the apps in team credentials, complete the following steps:

  1. In the Profile section, go to Settings.
  2. Select Manage credentials > Team credentials.

The following table lists all team credentials that the administrator stores for applications that are used in the live environment. These credentials are available to authorized users and support consistent access across the team’s workflows.

Title Description
Connections Displays the name of the application that is associated with the saved credentials.
Last Updated Shows when the credentials were last modified by the administrator.