Credentials Configuration

This guide will show you how to configure and manage your credentials in the Heptora local Robot.

Prerequisites

Before starting, make sure you have:

• The Heptora Robot installed and activated on your Windows system
• Your Heptora platform username and password

Don’t have the robot installed?

If you haven’t installed the robot yet, check out the guide: Robot Installation on Windows

Logging into the Robot

There are two ways to log into the robot, depending on your situation:

First Time: After Installation

If you just installed the robot:

1. Open the Heptora local robot
2. A login window will appear automatically
3. Enter the same username and password you use to access the Heptora web app
4. Click “Sign in”

If the Robot is Already Installed

If the robot is already installed but you haven’t logged in:

1. Access the “show hidden icons” button in the Windows taskbar
2. Locate the Heptora icon
3. Right-click on the Heptora icon
4. Select “Settings” or “Secrets” from the menu
5. The login window will appear automatically
6. Enter your credentials and click “Sign in”

What are Robot Credentials?

The credentials you use to log into the robot are the same ones you use for the Heptora web app. These credentials allow you to:

• Access Recordings: Capture and create new automated processes
• Manage Secrets: Securely store credentials and sensitive data
• Activate the Robot: Link the local robot with your Heptora account
• Sync configuration: Keep your settings updated across devices

Security

Credentials are stored securely on your local system. Never share your credentials with third parties.

Managing Secrets

Once logged in, you can manage secrets (sensitive credentials) for your automations:

Access Secrets Management

1. Right-click on the Heptora icon in the taskbar
2. Select “Secrets”
3. The secrets management interface will open

What are Secrets?

Secrets are credentials, passwords, tokens, and other sensitive data that your automations need but must be kept secure. For example:

• Application passwords
• API tokens
• Database credentials
• Digital certificates

Privacy by Design

All secrets are stored locally on your system and are encrypted. They are never sent to the cloud, maintaining maximum security for your sensitive data.

Logging Out

If you need to log out of the robot:

1. Right-click on the Heptora icon in the taskbar
2. Select “Log out”
3. Confirm the action if prompted

Important

When you log out, the robot will no longer be active and cannot execute automations until you log in again.

Common Troubleshooting

I can’t log in

• Verify you’re using the correct Heptora web app credentials
• Check your internet connection
• Make sure the robot is updated to the latest version

I can’t find the robot icon

• Check the “hidden icons” area in the taskbar
• Verify the robot is running (look for “Heptora” in Task Manager)
• If it’s not active, open Heptora from the Start menu or desktop shortcut

I forgot my password

If you forgot your password:

1. Go to the Heptora web app
2. Click “Forgot your password?”
3. Follow the instructions to reset your password
4. Once reset, use the new password in the robot

Next Steps

Now that you’ve configured your credentials, you can:

• Start creating your first automations
• Explore available process templates
• Configure secrets for your applications

Need more help?

If this guide didn’t solve your problem or you found an error in the documentation:

• Technical support: help@heptora.com
• Clearly describe the problem you encountered
• Include screenshots if possible
• Indicate which documentation steps you followed

Our support team will help you resolve any issue.