Once a vault has been created, click the folder name of the vault in a vault list to open it. You can now add and edit passwords.
Actions
Add Password - Select to add a password. There are five property tabs for each password you create.
General Settings - Described below.
Password History - A history of previously used passwords displays if Save Password History has been enabled for the vault and the Allow previous password history to be shown setting is set at the organizational level.
This is the first of the five property tabs for each password.
Password Name - A friendly name for the password. This does not have to be the same as the Username.
Description - A description of the password.
Password Type - The category of password. If none of the password types apply, set it as a General Password. Most password types are informational, meaning they do not have a special affect on the password. Windows and Web password types—for example, Active Directory Windows Password—provide additional functionality or fields.
Days to Expire - The number of days before this password expires and must be changed. If 0, this password never expires.
Expire X Minutes After Access - After a user reveals or copies this password, wait this many minutes to automatically rotate this password or flag it for manual expiration. This also applies to passwords accessed through RDP or Web Launch icons. If 0, this password never expires.
Password Id – A unique ID assigned to this password. Cannot be changed.
Vault ID – The vault ID associated with this password. Cannot be changed.
Enable for Trusted Third Party Access – If checked, this password can be used by third party. See Third Party Certificates.
Username - The username associated with the password. This field is not displayed for password types that do not have usernames. If you have a General Password that does not have a username, just leave it blank.
Domain - The Active Directory domain name associated with this password. This field is only displayed for the Active Directory Windows Password type.
Machine Name - The name of the machine associated with this password. This field is only displayed for Windows password types.
Password -Enter a password manually, or click Generate to generate a password for you.
Optional: Choose an alternate Password Policy - Click this drop-down list to select a different password policy for this password than the one set for this vault. Once selected, the alternate policy applies to the password whether it is manually or automatically changed. To unassign a password policy from a record, select Optional: Choose a Password Policy from the policy dropdown list. You can create your own password policies on the Settings tab at the bottom of the page.
Ignore the Vault Password Policy for this Password - Allows the password to be saved, even if it does not meet the necessary complexity requirements.
Do not include this Password in the 'Passwords not attached to an Association' report - Excludes this password from a special report that looks up all passwords not tied to an association.
Notes - Any additional notes needing to be stored with the password data. This could be special information about the connection or account. All Notes information displays when the password is revealed on screen.
