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Book Contents

Managing Passwords

Viewing a Password

You must have Read permissions or better to open a vault.

  1. Select a password in vault.
  2. Click the Reveal Password button for the selected password.

Note: Users that have the Requires Approval permission set must follow the instructions in Requesting Access to Passwords, described below.

Editing a Password

A user with Modify permissions or better can click on the password's name to edit it. The following tabs are available:

Deleting a Password

Select a password then click Delete Password. The password's history, if enabled, is also deleted from the vault. This operation cannot be reversed.

Setting Favorite Passwords

Click on the grey star under the Favorite column and this password will be flagged as a favorite. Favorites are marked with blue stars. You can configure up to 10 passwords this way.

Requesting Access to Passwords

  1. If a user is assigned the Requires Approval permission, they must request approval to access a password in the vault, and an administrator must approve the request before they can see the password. The requires approval workflow goes as follows:
  2. The user logs into the vault and clicks the Request Approval button beside the password. This sends an approval request to the vault owners.
  3. When the owner logs into the vault, they will have a task in their task list letting them know that a password request is pending and that they have to review it. The admin then clicks View Password Request.
  4. The administrator can then either approve or deny the request. If they decide to approve it, they can set an expiry date for the user's access, have the option to change the password before approval, expire the approval when the password expires, and can have the system automatically generate a new password when the approval expires—if the password is synchronized—then click Accept.
  5. If the administrator approves the request, the system sends an email to the user letting them know that their request was approved.
  6. The user can then log in to the vault and view or modify the password as their permission level allows.