Add Connection: Difference between revisions

Latest revision as of 12:49, 7 January 2025

Opening the application the first time in a new environment you will be prompted to set up the connection.

Click the "Get Started" button

Click the "+" button

A. Your Creatio app url

B. Your closest geographic region. This is to ensure you get the fastest access.

C. Your Creatio username

D. Your Creatio password

E. The caption text to be displayed on the app

Click the "Connect" (F) button.

Click "Open Application" (1) to start.

2. Edit the connection

3. Delete the connection

@@ Line 12: / Line 12: @@
 [[File:Creatio connect step 1.png|300px]]
-Click the "Connect" (1) button.
+A. Your Creatio app url
-Clicking the "Register" (2) button will only create an Account but access will have to be assigned from an admin user later.
+B. Your closest geographic region. This is to ensure you get the fastest access.
+C. Your Creatio username
+D. Your Creatio password
+E. The caption text to be displayed on the app
+Click the "Connect" (F) button.
 [[File:Creatio connect step 2.png|300px]]
-is the list of "Regions" you have access to. Usually there will only be one. Make sure the correct region is selected.
-is the "Region" description. You can edit and change this. This is displayed on the app.
-Finally click "Complete" (3)
+Click "Open Application" (1) to start.
-[[File:Creatio connect step 3.png|300px]]
+. Edit the connection
-Click "Open Application" to start.
+. Delete the connection