Classifying Integrations as Sensitive

You can mark integration credentials and workflows as sensitive in order to limit viewing and editing privileges. This functionality is available for paired credentials and workflows that may retrieve potentially sensitive data. It is only available to Site Admins or users with the Manage Sensitive Classification permission.

Important:

In order to use a sensitive credential or workflow, both items must be classified as sensitive.

To mark credentials as sensitive

New Credentials

  1. On the Integrations menu, select Credentials.

    The Credentials screen appears.

  2. Click the Create New button.

    The Select System screen appears.

  3. Choose your target system, then click the Next button.

    The Enter Credential Details screen appears.

  4. Complete the fields for the new credential as necessary.
  5. Locate the Classify Credential as Sensitive setting toward the bottom of the screen.
  6. Enable this setting to mark the credential as sensitive.


  7. Click the Save button.

Existing Credentials

  1. On the Integrations menu, select Credentials.

    The Credentials screen appears.

  2. Click on the name of an existing credential.

    The Credential Details screen appears.

  3. In the Details tab, scroll to locate the Classify Credential as Sensitive setting.
  4. Click the Edit icon to enable or disable the setting.


  5. Click the Save button.


To mark workflows as sensitive

New Workflows

  1. On the Integrations menu, select Connections.

    The Connections screen appears.

  2. Click the Add New button.

    The Create Workflow modal appears.

  3. Complete the modal fields, then click the Next button.

    The Integration Builder screen appears.

  4. Configure the workflow as necessary in the Builder tab.
  5. Navigate to the Details tab and locate the Classify Workflow as Sensitive setting.
  6. Enable this setting to mark the workflow as sensitive.


  7. Click the Save button to retain your changes.
    Important:

    In order to save a workflow with this setting enabled, the workflow must be paired with a sensitive credential. Go back to the Builder tab to select or create a credential that is classified as sensitive.

  8. Click the Activate button to launch your integration.

Existing Workflows

  1. On the Integrations menu, select Connections.

    The Connections screen appears.

  2. Click on the name of an existing workflow.

    The Integration Builder screen appears.

  3. Navigate to the Details tab.
  4. Scroll to locate the Classify Workflow as Sensitive setting.
  5. Click to enable or disable the setting accordingly.
  6. Click the Save button.