Your Guide to Adding Third-Party Integration Credentials to your profile

Follow this step-by-step guide to securely add your CE Broker (or similar) credentials to your account.

Step 1: Log in to Your Account

Start by logging into your account with your registered email and password.

Step 2: Access Your Account Settings

  1. Once you’re logged in, click on the profile icon located in the top-right corner of the screen.
  2. From the dropdown menu, select “My Account.”

Step 3: Navigate to Credentials

  1. On the My Account page, locate and click the “Credentials” tab.
  2. On the Credentials page, you’ll see a list of available integrations, such as CE Broker and Net CE.

Step 4: Add Your CE Broker Credentials

  1. Find CE Broker (or the integration you want to connect) in the list.
  2. Click on “Add Credentials.”

Step 5: Enter Your Login Information

  1. A form will appear where you can enter your username and password for CE Broker.
  2. After entering your details, click “Save Details.”

Once your information is successfully saved, a green display of ‘ Connected ‘ will be shown, indicating the connection has been established. The system will now show that your credentials are connected.

    Managing Your Credentials

    1. To view your saved credentials, click “View Credentials.” Your ID and password will be displayed.
    2. To edit your credentials, click “Edit Credentials.” This allows you to update your username or password as needed.