Credentials

  • Updated

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Credentials allow you to run system function under another user's privilege level.

A case would be if a user clicks a button that needs to update a record that the user usually would not have read or write access to. By applying a credential to the button, in this case, you can have the button properly run the function without running into any permission error.

These credentials get 'verified' to run as a specific user; to validate the credential the administrator must enter the password of the account which the credential is emulating the access of.

The credentials page shows all credentials across the system in one central page.

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A credential is added to a system originally through the eForm designer as it needs to be applied to specific controls. The verification of those credentials can be managed in this central page.

When a form with new credentials is moved from one system to another system (e.g. dev to production), for security reasons credentials are not automatically validated, however, by using this central page it is quick and easy to reapply those validations.