Part 3: What is the Vault and what is it used for?

Introduction to the Vault
The automation hub has a central repository to store sensitive information such as user credentials for applications (such as EMRs, as well as 3rd party app...
Tue, 25 Jul, 2023 at 1:23 PM
Where do I find the Vault?
The Vault is located on the left navigation menu as shown in the screenshot below:  Each individual item stored inside the vault is called a Resource ...
Tue, 25 Jul, 2023 at 5:06 PM
When are resources set up?
During the implementation of a new workflow, the number of credentials/logins required is communicated to the client. The client organization then needs to ...
Tue, 25 Jul, 2023 at 5:11 PM
How to set up a resource in the Vault
Step 1: Log into the Automation Hub by clicking on the link within the initial Credential Setup or by accessing the URL directly (https://app.e5.ai). If acc...
Tue, 25 Jul, 2023 at 5:11 PM
What is the Resource expiration period?
It is common practice for EMRs and other third-party party industry applications to enforce a password policy that requires a password reset or invalidates ...
Tue, 25 Jul, 2023 at 5:14 PM
Why is it not recommended to set password expiry to ‘Never Expires’ in the Vault?
Setting a password to "Never Expires" will remove notifications and/or reminders as to when this password will expire in the future.   Note:  The...
Tue, 25 Jul, 2023 at 5:16 PM
How to update a Resource
Step 1: Click on the Vault icon on the Global Navigation Bar or click on the link within the Update Password email (this will take you directly to step 4). ...
Tue, 25 Jul, 2023 at 5:18 PM
How will I know that my password is nearing expiry?
Users identified as expiry notification users at the time of initial setup will receive email notifications about the expiration of a resource in the foll...
Tue, 25 Jul, 2023 at 5:20 PM
Why does a banner saying ‘Automation credential(s) are going to expire soon’ appear on every screen?
The banner acts as a reminder that a password is either expired or is going to expire soon for a credential in the Vault. To ensure that the workflows conti...
Tue, 25 Jul, 2023 at 1:08 PM
What action should I take if my password has expired or is nearing expiry?
Clients must initiate the process of resetting passwords. When ready, they can proceed to update the new password in the Automation hub Vault. The orange do...
Tue, 25 Jul, 2023 at 1:12 PM