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One Identity Safeguard for Privileged Passwords 6.9 - User Guide

Introduction System requirements and versions Search box Using the web client Getting started with the desktop client Using the desktop client Search box Privileged access requests About us

Using the desktop client

One Identity Safeguard for Privileged Passwords has two graphical user interfaces that allow you to manage password and session requests, approvals, and reviews for your managed accounts and systems:

  • Windows desktop client: The desktop client consists of an end-user view and an administrator view. The administrative functionality is dynamically enabled based on the user's permissions. The desktop client user interface information follows.
  • Web client: The web client is functionally similar to the desktop client end-user view. For more information, see Using the web client.

NOTE: In this documentation, you will see the following icons which denote the interface:

(web client)

(desktop client)

Desktop client toolbar

The toolbar along the top-right corner of the Safeguard for Privileged Passwords console, has these controls:

Settings (desktop client)

The desktop client console (Settings) allows you to configure the desktop client application.

Set the following then click Done to save settings.

Notifications

Control notifications within Safeguard for Privileged Passwords:

  • Run in the System Tray when you close the application.

    When you select the Run in the System Tray check box, you cannot modify the toast notifications check box which follows because you always get notifications. If you deselect the Run in the System Tray check box, you can enable or disable toast notifications which follows.

  • Enable Toast Notifications to display event alerts on your console.

    Toast notifications are alerts that appear when the desktop client application is not the active foreground application: for example, when you are in another application or when you have minimized the desktop client.

  • Reset Notifications: Click Reset Notifications to reenable any notifications pop ups that have been preciously suppressed.
Widgets

All widgets are enabled by default, indicating that the corresponding controls display on your Home page. The toggles appear blue with the switch to the right when a widget is enabled, and gray with the switch to the left when a widget is disabled.

Click the toggles to enable () or disable () the Home page widgets:

  • Enable Requests
  • Enable Approvals
  • Enable Reviews
About dialog tab

Click About Safeguard for Privileged Passwords to display the following information.

  • About: The trademark and copyright information.
  • Contact: Information about how to get in touch with One Identity.
  • Components: Links to information regarding the third-party components used in Safeguard for Privileged Passwords.

User information and log out

On the desktop client, click the user avatar (or the Welcome link with your user name) then click My Account to modify your personal information, time zone (if allowed), manage email notifications, view current notifications, or log out of Safeguard for Privileged Passwords.

NOTE: Safeguard for Privileged Passwords Active Directory users cannot use My Account to modify their email address, phone number, or change their password. They must do these actions in Active Directory.

To update your personal information or time zone

  1. From the toolbar, select your user avatar (or the Welcome link with your user name) and choose My Account. Perform any of the following:
    • To change your image, select  Change Photo.

    • To change your email address, Work Phone, or Mobile Phone, type into the appropriate box.
    • Under Location, you can select a new Time Zone. Changing your time zone may be prohibited based on your organization's security procedures. If available, choose to:
      • Display times in local computer time: This is the default. It is the time zone set on your local computer.
      • Display times in my configured time zone: This is the time zone that is set on this page.
  2. Click Done to close the My Account pane.

To manage the notifications you receive

  1. From the toolbar, select your user avatar (or the Welcome link with your user name) and choose My Account.
  2. Click Manage Email Notifications.

    The Manage Email Notifications dialog displays the type of events for which you are receiving email notifications. You can define the types of events for which you want to receive notifications.

    NOTE: When there are no delegated owners assigned to a partition, email notifications related to partitions are sent to the Asset Administrator. However, when a delegated owner is specified to manage the assets and accounts in a partition, email notifications related to partitions are sent to the delegated owner, not to the Asset Administrator.

  3. By default, all events are selected. Clear the check box for any events for which you do not want to receive an email notification. You can clear or check all check boxes by selecting or deselecting the check box next to Events.

  4. Click OK to save your selections and close the dialog.
  5. Click Done to close the My Accounts pane.

To manage your FIDO2 keys

At least one key must be registered. When a key is added, the placeholder name is Unnamed Key. You can enter a meaningful name or later edit the name. It is recommended that all users have more than one key registered in case a key is lost or damaged.

  1. From the toolbar, select your user avatar (or the Welcome link with your user name) and choose My Account.
  2. Click Manage FIDO2 Keys. The name and date each key was registered and last used displays.
    • Click Edit to change the name then click Save. Click Cancel to leave the editing operation.
    • Click Delete to delete a key. One key must remain registered. If a physical security key is lost, always delete the associated key from Safeguard for Privileged Passwords.
    • Click Register New FIDO2 Key to add a key.
      1. You will be asked to insert or connect to the new key.
      2. You will be prompted to reenter your primary credentials for verification.

      3. Tap or activate your new FIDO2 key that is being registered.

      4. You may then go back to the Manage FIDO2 Key page and give your newly registered key a name.

  3. Click Done to close the My Account pane.

For more information, see Requiring secondary authentication log in in the Safeguard for Privileged Passwords Administration Guide.

To change your user password

  1. From the toolbar, select your user avatar (or the Welcome link with your user name) and choose My Account.
  2. To change your user password, click Change Password and complete the information.
  3. Click Done to close the My Account pane.
Log Out

Click the user avatar (or the Welcome link with your user name) then click Log Out to log out of the Safeguard for Privileged Passwords desktop client.

Desktop client favorite request

If you are designated as a requester, the desktop client allows you to add an access request as a Favorite to your Home page. Favorites are unique for the user; they are available when you log in to the desktop client or the web client.

You can create a favorite request from your Favorites pane on your Home page or from the New Access Request dialog when creating or editing an access request.

To create a favorite request from your Home page

  1. Click Home.
  2. In the Favorites pane on the right, click New Favorite.
  3. In the New Favorite dialog, specify the following.

    1. On the Asset Selection tab, select the assets to be included in the access request.
    2. On the Account & Access Type tab, highlight the accounts to be included in the access request and the type of access being requested for each selected account. The accounts include linked accounts, if any. For more information, see the Linked Accounts tab.

      • Account: The available account appears in the Account column. When an asset has multiple accounts available, click Select Account(s) to select an account from the displayed list.
      • Access Type: The type of access request appears in the Access Type column. When multiple access request types are available, this value appears as a hyperlink. Click this hyperlink to select the access type.
  4. Click the Add to Favorites button.
  5. In the Add to Favorites dialog, perform the following:

    1. Name: Enter a name for the request.

    2. Description: Enter descriptive text about the request.
    3. Color: Select the icon color to be used to display the request in your Favorites pane.
    4. Click Add. The dialogs closes and the new favorite are added to the Favorites pane on your Home page.

To request a favorite

  1. At the top of the Favorites pane, click the button to display the Request Selected button.
  2. Select the check box to the left of the favorite to be requested.

  3. On the New Access Request page, edit your selections or enter a required reason or comment before submitting it.
  4. Click Submit Request.

To create a new favorite request from an existing favorite

  1. At the top of the Favorites pane, click the button to display the Request Selected button.
  2. Select the check box to the left of the favorite to used to create a new favorite. This saves you time entering information.

  3. On the New Access Request page, edit your selections or enter a required reason or comment before submitting it.
  4. At the bottom of the New Access Request dialog, click the Add to Favorites button. The Add to Favorites button is enabled when you select the minimum required information (that is, at least one asset, account, and an Access Type) for the access request.
  5. In the Add to Favorites dialog, specify the following:

    1. Name: Enter a name for the request.

    2. Description: Enter descriptive text about the request.
    3. Color: Select the icon color to be used to display the request in your Favorites list.
  6. Click Add.

To change a favorite request's icon color

  1. At the top of the Favorites pane, click the button to display the Color Selected button.
  2. Select the check box to the left of the favorite request to be changed.

  3. Click Color Selected.
  4. In the Settings dialog, choose a color and select OK. The icon for the favorite now appears in the color you selected.

To remove a favorite request

  1. At the top of the Favorites pane, click the button to display the Remove Selected button.

  2. Select the check box to the left of the favorite request to be removed.

  3. Click the Remove Selected button.
  4. Select Yes to confirm.
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