Credentials are set from two perspectives - that of the system administrator or from the view of an agent. Administrators control access to integrations, and can manage integration credentials across all users of their Rex instance. These are called 'Service Credentials'.
Agents on the other hand, can set their login credentials for their own accounts with the third party extension/integration.
Updating Credentials as an Admin User
Use the below instructions to set crendentials on behalf of the Agents - you'll need to know what the agents crendentials are.
- Go to Admin > Integrations
- If you haven't enabled the integration you wish to set up, do so from here. For more info, see - Managing Integrations: Activation & Management of Third Party Integrations
- Click Edit on the integration you want to se the credentials on
- Hover over the agent you want to update
- Click the drop down button
- Choose Edit Credentials
- Enter their details
- Click Save
Updating Credentials as an Agent
Although an agent may set their individual integration credentials, whether they can actually access integration functionality is still up to the administrator. If the agent wants to add in their own details for any reason, they can do so by:
- Hover over Hi (username) then choose Profile
- On the left, click Integrations
- How over the integration they want to update
- Click the drop down button
- Choose Edit Credentials
- Enter account details for the service
- Click Save
