The Credentials page displays a list of existing credentials, with information about its source type and creation date. On this page, you can:

• Manage existing credentials.
• Add a new credential.

Manage Existing Credentials

You can manage existing credentials using the ⋮ menu options:

• Rename--Change the identifier used to reference the credential in Validio.
• Update--Edit the configuration, such as replacing the JSON file or changing the username and password.
• Delete--Remove the credential from Validio.

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Note

You cannot delete a credential if it is connected to at least one source. Before you can delete a credential, make sure to first delete all connected sources. For more information, see About Sources.

Add a new Credential

To add a new credential,

1. Navigate to Credentials and click + New credential.
2. Select the Credential type you want to add.
3. Fill in the credential parameters. The required credential parameters depend on the source type, channel, or BI Tool you are creating the credential for.
4. (Optional) Check Use for catalog to discover assets from this credential and add them to the Catalog page.
5. Click Create.

Validio will perform a validation step to ensure that the account can be successfully accessed. If validation passes, Validio will automatically start fetching data from the connected account. If validation fails, you can check that you provided the correct parameter values.

Instructions for adding specific credentials are included in the dedicated guides for source integrations and notification channels. For more information, refer to About Sources and Notification Channels.