Credentials¶

The Credentials menu in the ELITEA platform provides a secure and centralized interface for managing the authentication details and access tokens needed to connect your agents and toolkits to external services. Credentials are required for integrations such as project management systems, code repositories, cloud platforms, and other third-party APIs. This guide walks you through the Credentials menu, explains its features, and describes how to manage your authentication data for seamless integration.

What Are Credentials?¶

Credentials in ELITEA are secure records containing sensitive information—such as API keys, OAuth tokens, usernames, or passwords—used to authenticate your agents and toolkits with external platforms. By storing credentials centrally, ELITEA helps ensure secure access control and simplifies credential management across all your integrations.

The Credentials menu is accessible from the main platform navigation. Upon entering the Credentials section, you'll see a dashboard listing all saved credentials.

Main Elements:¶

Credential Cards: Each card displays the credential's name and type.
Search and Filter: Use the search bar to quickly locate credentials by name or type.
Add Credential Button: Use the + Create button to create new credentials.

Credentials Dashboard¶

The Credentials dashboard provides multiple ways to view and manage your credentials:

View Options

Card View - Visual cards displaying credential name, type, and key information. Ideal for browsing and quick identification.
Table View - Organized list format with columns for detailed credential information. Better for managing large numbers of credentials.

Switch between views using the view toggle button in the top-right corner of the dashboard.

Search and Filter

Search Bar - Quickly find credentials by typing the credential name or related keywords
Filter by Type - Filter credentials by their type/category (e.g., show only GitHub, Jira, or Slack credentials). Select one or multiple types to narrow down the list.

Pinning Credentials

Pin frequently used credentials to keep them at the top of your list for quick access:

Locate the credential you want to pin
Click the pin icon (📌) on the credential card or in the table row
Pinned credentials will appear at the top of the list, separated from unpinned ones
Click the pin icon again to unpin the credential

Supported Credential Types¶

The ELITEA platform currently supports the following credential types, organized by category to help you quickly find the integration you need:

Category	Credential Type	Description
Code Repositories	ADO Repos	Azure DevOps repositories
	Bitbucket	Bitbucket code repositories
	GitHub	GitHub code repositories
	GitLab	GitLab code repositories
Communication	Slack	Slack team messaging and notifications
Development	Sonar	SonarQube code quality and security
	SQL	SQL database connections
Documentation	Confluence	Confluence wiki and documentation
Integrations	OpenAPI	OpenAPI specification integration
Office	SharePoint	SharePoint document management
Other	Figma	Figma design collaboration
	Google Places	Google Places location services
	Postman	Postman API management
	Salesforce	Salesforce CRM
	ServiceNow	ServiceNow IT service management
Project Management	Ado	Azure DevOps project management
	Jira	Jira issue and project tracking
	Rally	Rally agile project management
Storage	S3 API Credentials	Amazon S3 compatible storage
Test Management	QTest	QTest test management
	TestRail	TestRail test case management
	Xray Cloud	Xray test management for Jira Cloud
	Zephyr Enterprise	Zephyr test management, enterprise
	Zephyr Essential	Zephyr test management, essential
	Zephyr Scale	Zephyr test management for Jira Cloud
Testing	Browser	Browser automation and testing
	Carrier	Carrier testing platform
	Report Portal	Test reporting and analytics
	TestIO	TestIO crowdsourced testing

Creating a New Credential¶

You can add new authentication records to the platform by creating a credential through the Credentials menu.

How to Create a New Credential

Follow these steps to add authentication details to the platform:

Open the Credentials Menu: Go to the Credentials section from the main navigation bar.
Click + Create: Find the + Create button at the top of the sidebar.

Note

Only users with the necessary permissions can create or configure credentials. If the + Create button is disabled, contact your platform administrator.

Selecting a Credential Type

Choose the required credential type from the categorized list. The credential types are organized by category to help you quickly find the integration you need. You can also use the search bar to quickly locate a specific credential type by name.

Configuring Credential Details¶

Once you've selected a credential type, you'll need to configure the following fields:

Main Configuration Fields:

Display Name* - A clear, descriptive name for your credential that helps identify its purpose
ID* - A unique identifier for the credential (auto-generated or customizable depending on the platform configuration)
Parameters - Integration-specific fields that vary by credential type, such as:
- API Key/Token* - Authentication key or token (requirements vary by integration)
  - Can reference a Secret for enhanced security
  - Can use a Password field type for masked input
- URLs - Service endpoints or base URLs
- Usernames - Account identifiers
- Additional Fields - Other integration-specific parameters

Security Recommendation

When prompted for sensitive information like API keys, passwords, or tokens, it's recommended to use Secrets instead of entering plain text values. Secrets provide enhanced security for your sensitive data.

Tip

The exact fields required for each credential depend on the integration type. For detailed setup instructions for each credential type, see the How to Use Credentials guide.

Saving Your Credential

Before saving, you can use the Test Connection button to verify your credential configuration (availability varies by credential type). This helps ensure your credentials are correctly configured before adding them to your dashboard.

Click Save (top right) to add the credential to your dashboard. It will now appear in the list, ready for assignment to toolkits.

Editing and Managing Credentials¶

How to Edit an Existing Credential

To edit a credential, open its detailed page from the Credentials dashboard. On this page, you can:

Edit Credential Details: Update the name and parameters (API keys, tokens, URLs).
Save Changes: Click Save to apply your updates. Changes are applied immediately and reflected in the dashboard.
Delete Credential: Use the "Delete" icon (top right) to remove the credential. Enter the name of the credential and Confirm deletion in the dialog.

Tip

Regularly rotate and update your credentials to maintain security and compliance.

Assigning Credentials to Toolkits and Agents¶

Once a credential is created, it is available for assignment when configuring toolkits or agents:

When adding or editing a toolkit, open the Credentials dropdown.
Select an existing credential from the list or create a new one.
Save your changes to apply the credential to your toolkit or agent.

Reference

For more information on creating and managing Toolkits, see the Toolkits documentation

Troubleshooting¶

Failed Authentication

Double-check credential values and permissions. Verify that:

The API keys, tokens, or passwords are correct and haven't expired
Your account has the necessary permissions for the integration
The service URLs are accurate and accessible

Credential Not Appearing

If a credential doesn't show up in your list:

Refresh the credential list or reload the page
Verify your permissions - you may not have access to view certain credentials
Check if you're viewing the correct project scope (personal vs. project credentials)

Toolkit/Agent Cannot Use Credential

When a toolkit or agent can't access a credential:

Ensure the credential is correctly assigned to the toolkit or agent
Verify the credential type is compatible with the integration
Check that the credential hasn't been deleted or modified by another user

For further assistance, contact your platform administrator.

Support Contact¶

If you encounter issues not covered in this guide or need additional assistance with credential management, please refer to Contact Support for detailed information on how to reach the ELITEA Support Team.

Additional Resources

Explore these related guides to enhance your credential management experience:

Glossary — Definitions of common terms used across the platform
Toolkits — Complete guide to the Toolkits menu interface and advanced configuration options
How to Use Credentials — Step-by-step guide for creating and managing credentials
Secrets Management — Secure credential storage best practices