Create an external account create-external-account

To create a new external account, follow the steps outlined below. The specific configuration settings depends on the type of external account you are creating.

  1. From the left-pane menu, select External accounts under Administration.

  2. Click Create external account.

    Screenshot showing the option to create an external account in the Web User Interface.

  3. Enter your Label and select the external account Type.

    Screenshot showing fields for entering the label and selecting the external account type.

  4. Click Create.

  5. From the Additional options drop-down, change the Internal name or Folder path if needed.

    Screenshot showing additional options for internal name and folder path configuration.

  6. Enable the Exported automatically in packages option to automatically export data managed by this external account.

    Screenshot showing the option to enable automatic export in packages.

  7. In the Details section, configure access to the account by specifying credentials based on the chosen external account type. Learn more

  8. Click Test connection to verify that your configuration is correct.

  9. From the More… menu, duplicate or delete your external account.

    Screenshot showing the More menu with options to duplicate or delete the external account.

  10. Once configuration is complete, click Save.

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