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n8n-setup-1

This document provides a step-by-step guide for setting up an n8n account, including accessing the website, registering for an account, inviting users, and setting up a workspace. It also details how to create and configure credentials for various services within n8n. Additional tips for managing credentials and using expressions are included for user convenience.

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vibrantnik
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23 views9 pages

n8n-setup-1

This document provides a step-by-step guide for setting up an n8n account, including accessing the website, registering for an account, inviting users, and setting up a workspace. It also details how to create and configure credentials for various services within n8n. Additional tips for managing credentials and using expressions are included for user convenience.

Uploaded by

vibrantnik
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Step-by-Step Guide to Setting Up

an n8n Account
Step 1: Access the n8n Website
1.​ Visit the n8n Website: Go to n8n.io.
2.​ Click on Get Started in the top right corner.
Step 2: Register for an Account
1.​ Fill in Registration Details:​

○​ Enter your Name.


○​ Provide an Email Address.
○​ Create a Password (ensure it meets the requirements: at least 8 characters,
including one number and one capital letter).
○​ Choose a Workspace Name.
○​ If prompted, select n8n Standard for this tutorial.

2.​ Click Create Account or Sign Up or Start free 14-day trial

Step 3: Invite Users (Optional)


If you want to add more users to your workspace:

1.​ Invite a New User:​

○​ Click Invite.​

○​ Enter the new user's email address.​

○​ Click Invite User.​

Step 4: Set Up Your Workspace


1.​ Log In: If you're not automatically logged in, enter your email and password to log into
your new workspace.
2.​ Explore the Dashboard: Familiarize yourself with the n8n interface.
Creating n8n Credentials
Step 1: Access the Credentials Page
1.​ Open n8n: Log into your n8n instance.​

2.​ Navigate to Credentials:​

○​ Open the left menu.​

○​ Click on Credentials.

Step 2: Create a New Credential


1.​ Create Credential:​

○​ Click the Create button in the upper-right corner of the credentials page.​

2.​ Select Service:​

○​ Choose the app or service you want to connect to (e.g., Google, Microsoft,
Salesforce).
​

Step 3: Configure Credential Details


1.​ Enter Credential Details:​

○​ Depending on the service, you may need to enter:​

■​ Client ID: Typically obtained from the service's developer dashboard.​

■​ Client Secret: Also obtained from the service's developer dashboard.​

■​ Other Details: Such as authorization URLs, scopes, or authentication


types.​
2.​ Use OAuth2 (if applicable):​

○​ For services supporting OAuth2, select the appropriate grant type (e.g.,
Authorization Code, Client Credentials).​

○​ Follow the specific OAuth2 configuration instructions for your service.​

Step 4: Save and Test the Credential


1.​ Save Credential:​

○​ Once all details are entered, click Save.​

○​ n8n will test the credential to ensure it works.​


​

2.​ Test Credential (Optional):​

○​ If you want to manually test the credential, use it in a workflow node.​


​
Additional Tips
●​ Naming Convention: Rename your credentials to something descriptive for easier
identification.​

●​ Expressions: Use expressions to dynamically set credentials if needed.​

●​ Service-Specific Instructions: Refer to the service's documentation for detailed


instructions on obtaining Client IDs and Client Secrets.​

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