Connection Settings

To configure connection settings, complete the following:

  1. Go to Configuration > Settings > Connection Settings.

  2. Enter the Host URL for the cloud instance. For example:

    https://app.wdesk.com/s/scim

  3. Select the Authentication Type used by the IPS proxy system, then enter the supporting authentication credentials.

    • Basic Authentication

    • API Token

  4. Enter the Username to log into the Workiva user account.

  5. Enter the Password to log into the Workiva user account.

  6. Select Save.