Documentation and Best Practices

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Archiving a Credential

Archiving a credential will delete the vendor link we have but maintain the historical data which has already been collected. This is a good practice when accounts have been decommissioned.

You can archive an account by navigating to the vendor credentials page

*note the credential page requires admin permissions to access 

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On the credentials page, find the account you want to archive. Then hover your cursor over the "..." icon next to the details button.

 

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This will give you 4 additional options. Using the folder icon with + symbol will prompt you to archive the account. 

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After selecting "confirm" on the popup, your account will be archived. It will update to show grey folders with strikethrough text in the account names and ID's.

 

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