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One Identity Safeguard for Privileged Passwords 6.0 LTS - User Guide

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.

Notifications

Use the following options to control notifications within Safeguard for Privileged Passwords:

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

    When you enable the Run in the System Tray option, you cannot modify the toast notifications option. However, when you disable the Run in the System Tray option, you can enable or disable toast notifications.

    Note: When you enable the Run in the System Tray option, you cannot modify the toast notifications option because in that mode, you always get notifications.

  • 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

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

  • Requests
  • Approvals
  • Reviews

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.

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: A list of third-party components used in Safeguard for Privileged Passwords
  • Third Party License Text: The license text for third-party components that require this text to be included in the product documentation

User information and log out

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

My Account

Click My Account to modify your personal information and manage your email notifications.

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

  1. From the toolbar, select your user avatar and choose My Account. Perform any of the following:

    • To change your image, select  Change Photo.

    • To change your email address or Contact Information, type into the appropriate box.
  2. Click Done to close the My Accounts pane.

To change your user password

  1. From the toolbar, select your user avatar and choose My Account.
  2. To change your user password, click Change Password and complete the information.
  3. 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 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 Accounts pane.

For more information, see Requiring user to log in using secondary authentication.

To manage the notifications you receive

  1. From the toolbar, select your user avatar 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.

    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. From this dialog, you can define the types of events for which you want to receive notifications.

    By default, all events are selected. Clear the check box for any events for which you do not want to receive an email notification.

    TIP: Select the check box next to the Events heading to select all of the events in the list. Similarly, clear the check box next to the Events heading to clear all of the event check boxes.

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

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. In the Favorites pane, click New Favorite.

  2. In the New Access Request dialog, specify the assets, accounts, and type of asset to be included in the access request.

    1. On the Asset Selection tab, select the assets to be included in the access request.

    2. On the Account & Access Type tab, select 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.
  3. Click the Add to Favorites button.

  4. 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 pane.

    Click Add.

    The dialogs closes and the new favorite are added to the Favorites pane on your Home page.

To create a favorite request from the New Access Request dialog

  1. At the bottom of the New Access Request dialog, click the Add to Favorites button when you are creating a new request. 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.

  2. 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.
  3. 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. Selecting a favorite request, instead of the check box, displays the New Access Request dialog to edit and submit the access request.

  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. Selecting a favorite request, instead of the check box, displays the New Access Request dialog to edit and submit the access request.

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