Enabling an authentication method for an endpoint

Introduction

When you configure a process flow connection shape to use a given instance, you can then choose from a list of available endpoints. For example:

This list will only include endpoints for which the same authentication method is enabled, as was used to add/authenticate the selected instance.

So, having added a new authentication method, you must enable it for any connector endpoints that you might want to use with instances that are added using this authentication method.

The Steps

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Step 1 Log in to the Patchworks dashboard and navigate to process flows > connectors & instances, where all of your installed connectors are shown. From here, access settings for the connector that you need to update with a new authentication method - for example:

If you're building a new connector, you can pick up these steps when you reach the endpoints section of the connector builder.

Step 2 Access endpoints for the connector:

Step 3 Select the endpoint that you want to update - for example:

Step 4 Any authentication methods that have been added for this connector will be displayed on the endpoint authentication tab, with a toggle option to enable/disable use - for example:

Step 5 Toggle this option on/off as required - for example: