Tray Platform / Accounts / Your Organization / Manage authentications

Manage authentications

Authentications are used to grant Tray.io the level of access it needs in order to collaborate with the service in question. They can be shared and saved and moved.

Creating workflow authentications

Users can create a workflow authentication from within two different areas, the workflow and the dashboard. Below are some important notes regarding each method that users should be made aware of.

Please be aware that authentications created or shared outside of your current workspace can be used by other members of the workspace, within any workflows they build.

From within the workflow

When creating an authentication from within a workflow, there are two points to note:

  • When you are editing a personal workflow, the authentication will default to 'personal' (but this can be changed to organizational later on).
  • When you are editing a workflow within a shared or organizational workspace, you can select between the current workspace and the organization.

See our overview of Authenticating connectors for the different types of authentication you will come across in Tray.io. The Service connectors page will link you to specific instructions regarding the service you may need to authenticate with.

From within the dashboard

As well as creating authentications from within a workflow, it is possible to create new personal or shared authentications from the 'Authentications' section of the dashboard.

When you click 'Create new authentication' in the workspace you would like to create an authentication in you can choose the service the authentication is for:

Editing authentications

Once created, you can edit the basic details of the authentications you have provided you have the right access levels.

This includes the name of the authentication and the workspace it is part of.

Updating authentication settings

You can change the settings and access of authentications created previously - i.e. the parameters you gave said authentication earlier or when it was originally created.

From the 'Authentications' section of the main dashboard next to the authentication in question, select the 'Settings' option from the 'Options' icon.

This step will ask you to re-authenticate as all changes and access to your tools will have to be verified.

You can also edit the actual authentication credentials itself, such as:

  • The custom domain of the app.
  • The API key associated with the app.
  • The OAuth scopes (i.e. specific 'read/write' permissions to different parts of the service).

Note that when doing this:

  • Changes you make will override existing values.
  • Previously-saved sensitive authentication information will not be displayed.

Custom services

Please be sure to read our note on custom services for important info on how custom services and auths work across the org