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

Show me

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:

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: