Credential tags in Blue Prism

Hey there, Blue Prism enthusiasts! Today, we're diving into the world of Credential Tags and how to manage them like a pro 🤖. Whether you're just starting out or looking to refresh your knowledge, this guide will walk you through the process of creating, modifying, and deleting Credential Tags in Blue Prism 🎓.

What Are Credential Tags?

Before we get into the nitty-gritty, let's understand what Credential Tags are. In Blue Prism, Credential Tags help you organize and manage your credentials, making it easier to handle various authentication details like usernames and passwords securely.

Creating a Credential Tag 🏷️

Creating a Credential Tag is as easy as pie! Here's how you can do it:

1. Open Blue Prism: Launch your Blue Prism application and log in.

2. Navigate to the "Credentials" Tab: Find the "Credentials" tab on the left sidebar.

3. Click "Manage Tags": In the Credentials section, click on "Manage Tags."

4. Create a New Tag: Click the "Add Tag" button, and a new dialog box will appear.

5. Name Your Tag: Give your tag a meaningful name, like "Finance_Credentials" or "HR_Credentials."

6. Add Description (Optional): You can add a description to provide more context if needed.

7. Save Your Tag: Click the "Save" button to create your new Credential Tag.

Modifying a Credential Tag ✏️

Need to make changes to an existing tag? No problem! Follow these steps:

1. Open Blue Prism: Log in to your Blue Prism application.

2. Go to "Credentials": Click on the "Credentials" tab.

3. Select "Manage Tags": Find the "Manage Tags" option in the Credentials section.

4. Edit Tag: Locate the tag you want to modify, click on it, and select the "Edit" button (usually represented by a pencil icon).

5. Make Changes: Update the name or description as needed.

6. Save Changes: Click the "Save" button to save your modifications.

Deleting a Credential Tag ❌

If you no longer need a Credential Tag, it's simple to remove it:

1. Open Blue Prism: Launch your Blue Prism application and log in.

2. Access "Credentials": Click on the "Credentials" tab.

3. Navigate to "Manage Tags": Find the "Manage Tags" option in the Credentials section.

4. Select the Tag: Click on the tag you want to delete.

5. Delete Tag: Look for the "Delete" button (usually represented by a trash can icon) and click it.

6. Confirmation: Confirm the deletion when prompted.

**Example Scenario** 🌐

Let's say you're working on a Blue Prism process that involves accessing financial data. You can create a Credential Tag named "Finance_Credentials" and associate it with the relevant credentials (username and password). This makes it easy to locate and manage these credentials whenever you're building or running a process related to financial data.

Now that you know how to create, modify, and delete Credential Tags in Blue Prism, you're better equipped to handle your automation projects efficiently! Happy automating! 🤖💼

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And there you have it – a quick guide on managing Credential Tags in Blue Prism, suitable for someone new to the platform. Feel free to explore further and streamline your automation processes. If you have any questions or need more tips on Blue Prism, drop them in the comments below! 👇💬