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Delegate & Cartographer user guide
- Overview
- Quickstart
- Delegate
- Trust and compliance
- Governance
- Features
- Cartographer
- Cartographer overview
- The Cartographer interface
- Getting started with Cartographer
- Working with existing automations
- AS-IS (Current Process) documentation
- Providing documents to Cartographer
- Delegating a task
- TO-BE design and PDD generation
- Refining your PDD and the quality checklist
- Generating an SDD
- Sending SDDs to Automation Hub
- Delegate for Testing
- Reference
- Troubleshooting
- Backup and restore
Reference for the Credential assets area in Delegate and Cartographer — managing Orchestrator assets and credentials for automated tasks.
Manage your Orchestrator assets and credentials that the agent can use for automated tasks, from Add-ons & Integrations → Credential assets.
- A workspace selector scopes the list to your personal workspace or a specific Orchestrator folder.
- Select New credential to create one.
- If none exist for the selected scope, an empty state prompts you to create one.