Create and manage credentials

Create a credential 

Via the UI 

To create a credential for your team:

1. Navigate to the tenant menu.

2. Click Credentials.

3. Click + New.

4. Navigate to manual creation.

5. Select the credential type you want to create.

6. Click Create credential.

7. The settings will be different depending on the credential type chosen in step five.

8. Set up the accessibility for other teams via the Access setting.

9. Set up a custom expiration date and notification schedule via the Expiry setting.

10. Click Save to create your new credential! 

Via the Tines API 

We also offer a full library of API endpoints to manage Tines features. Utilize our credential API endpoints to manage credentials across your teams.

Credential naming best practices 

Follow these naming conventions for clarity and organization:

• Use descriptive names that indicate the service and purpose.

• Include the environment (prod, dev, test) if applicable.

• Consider prefixing with a team or function.

• Be consistent across your organization.

Examples:

• gmail_security_team

• slack_notifications_prod

• aws_s3_backups

• jira_ticket_creation

Notify on credential expiration 

Many credentials, like API tokens, certificates, and service account keys, have a finite lifespan. When they expire without warning, the stories that depend on them are impacted. Tines lets you track expiration dates directly on the credential and notify the right people before things break.

When creating or editing a credential, open the Expiry notifications tab to:

• Record the credential's expiration date so you always have a single source of truth for when it needs to be rotated.

• Enable expiry notifications to alert your team before the credential expires.

• Choose which users receive those notifications, so the people who can actually rotate the credential are the ones who are made aware.

Organize your credentials 

As the number of your credentials grows:

• Use consistent naming patterns to make credentials easy to find.

• Document the purpose of each credential in its Description setting.

• Include expiration dates, if applicable, and use the Expiry notifications settings to notify on those dates.

• Utilize the Product setting within your credentials to categorize them by tool.