---
title: "Add Shared Credentials"
slug: "configuring-shared-credentials"
updated: 2026-06-04T08:03:41Z
published: 2026-06-04T08:03:41Z
canonical: "support.controlup.com/configuring-shared-credentials"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.controlup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Shared Credentials

The ControlUp Monitor Service uses two types of synchronized user credentials:

- **Monitor credentials**. Synchronized between monitors only. Required to deploy agents to managed hosts and authenticate towards the managed machines. You can use monitor credentials for [AD connections](/v1/docs/ad-connections) (optional from Hybrid Cloud version 9.0, required for on-prem and Hybrid Cloud versions lower than 9.0), proxy, and SMTP settings.
- **Shared credentials**. Same properties as monitor credentials, but also synchronized with Real-Time Console user passwords. You can use shared credentials to connect to data sources and in [Script-based actions (SBAs)](/v1/docs/script-based-actions-sba).

> [!NOTE]
> Revoked Permissions
> 
> Note that if you revoke permissions for a shared credential, any SBA utilizing that credential fails when executed from the Real-Time DX Console, but executes successfully when run from the VDI App UI or as a Trigger follow-up action.

You can use the Real-Time DX Console to set shared credentials to use with your configured Hypervisor, EUC environment, and Netscaler connections. This enables streamlined management of credentials and a quicker onboarding process for new ControlUp users which doesn't require them to know the service usernames and passwords.

To manage credentials with PowerShell commands, see [Manage CUCredentials](/v1/docs/manage-cucredentials).

## Create Shared Credentials

1. Click the **Settings** tab in the Home ribbon and select **Monitors**. ![Monitors button in the Settings tab.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/MonitorsSettingsRibbon.png)
2. In the Manage ControlUp Monitors window, click **Monitors Settings**. ![Monitors Settings button in the Manage ControlUp Monitors window.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/ShareCredsMonitorsSettings.png)
3. Click **Add Credentials Set**. ![Add Credentials Set button in the Domain Identity tab of the Sites and Monitors - Configuration Wizard.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/AddCredsSet.png)
4. In the **Add New Credentials** popup, enter the **User**, **Password**, select the **Domain** and **Friendly Name** of the new service account. **From version 9.1**: If you want to change the site assigned to this user, select a different site from the **Site** dropdown. ![Site dropdown in the Add New Credentials window set to 'Default'.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/AddNewCred.png)

**For versions lower than 9.1**: If you want to configure this user as a shared user, check the **Share credentials with authorized users** checkbox. !['Share credentials with authorized users' checkbox selected in the Add New Credentials window.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/image%28223%29.png)

The user is now added to the credentials list and the **Shared** checkbox indicates that the user is shared user. ![List of user credentials. All users have a checkmark in the 'Shared' checkbox.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/SharedUser.png)
5. You can validate the user credentials to check if the entered credentials are valid. Mark the user that you created and click **Validate**. If your user credentials are validated successfully, you should see this popup message: ![Popup message saying 'Connection validated successfully'.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/image%28225%29.png)

If the credentials are not successfully validated, this popup appears: ![Popup message saying 'Validate Credentials failed. The supplied credentials ... are invalid. The user name or password is incorrect.'](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/image%28226%29.png)

If the credentials you want to share are already configured, check the box under the **Shared** column to share it with your users. !['Shared' checkboxes selected.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/SharedCredsColumn.png)

## Grant Permission for Organizational Users to use Shared Credentials

Organizational Users can't use shared credentials. You must [create a Security Role](/tim-reorg/docs/security-policy-pane-below-version-8-1-5) to grant permission to use shared credentials. Once you've saved your credentials as *shared* credentials, on the bottom of your console click the **Security Policy** Pane and open the permissions tree for **Perform organization-wide actions**. ![Perform organizatino-wide actions permission category.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/Performorgwideactions.png)

Scroll down to the bottom of the organization-wide permissions tree to **Shared Credentials**. Choose the Security Role you want to grant permissions to, and set that permission to **Allow**. ![Use Shared Credentials permission set to 'Allow'.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/image%28229%29.png)

From version 9.1, you can assign specific credentials to specific Security Roles. Under **Shared Credentials**, open **Credentials**. Choose the credentials you want to assign to a specific Security Role, and set that permission to **Allow**. ![Credentials folder listing the added credentials.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/Credentials.png)

After you create a shared credential and allow users to use it, it will become available to set in the connection settings of your Hypervisor, EUC, Netscaler, and Cloud Connections. Note that if any of the shared credentials are set to **Deny** for a specific Security Role of a user, the shared credentials will appear in the **Credentials** dropdown, but the user won't be able to select them. ![Selecting a shared credential from the 'Credentials' dropdown in the 'Add Hypervisor Connection' window.](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/AddHyperShared.png)

**Notes on Shared Credentials:**

- The shared credentials metadata (including the friendly name, username, and domain name) is stored in your organization's public configuration store.
- The shared password is stored in the private configuration store (located in the %AppData% folder of the monitor network service or the console user profile) encrypted with [DPAPI encryption](https://en.m.wikipedia.org/wiki/Data_Protection_API), and never leaves the customer's premises.
