Adding users or user groups to an account
When you add users to an account, you are specifying the users or user groups that have ownership of an account.
It is the responsibility of the Asset Administrator (or delegated partition owner) to add users and user groups to accounts. The Security Policy Administrator only has permission to add groups, not users. For more information, see Administrator permissions.
NOTE: You are only able to create new users or user groups in the Users or User Groups dialog using the 
desktop client.
( desktop client) To add users to an account
- Navigate to Administrative Tools | Accounts.
- In Accounts, select an account from the object list and click the Owners tab.
- Click
Add User or User Group from the details toolbar.
- Select one or more users or user groups from the list in the Users or User Groups dialog, and click OK.
If you do not see the user or user group you are looking for, depending on your Administrator permissions, you can create them in the Users or User Groups dialog. (You must have Authorizer Administrator or User Administrator permissions to create users or Security Policy Administrator permissions to create user groups.)
( desktop client) To create new users or user groups in the Users or User Groups dialog
- Click Create New, then select Create a New User or Create a New User Group.
For more information about creating users or user groups, see Adding a user or Adding a user group.
- Create additional users or user groups as required.
- Click OK to add the new users and user groups to the selected account.
- Navigate to Asset Management | Accounts.
- In Accounts, select an account from the object list and click
Edit.
- Open the Owners tab.
- Click Add on the Account Owners, Asset Owners, and/or Partition Owners tabs.
- Select one or more users or user groups from the list in the Users/User Groups dialog.
- Click Select Owners to save your selection.
Importing objects
On the desktop client, Safeguard for Privileged Passwords allows you to import a .csv file containing a set of accounts, assets, or users. A .csv template for import can be downloaded when you click 
Import from the toolbar then click CSV Template Assistant for the dialog. For more information, see Creating an import file.
Once an import is completed, you can navigate to the Tasks pane in the Toolbox for details about the import process and invalid data messages. For more information, see Viewing task status.
To import objects
- In Administrative Tools, click Assets, Accounts, or Users based on what data you are importing.
- Click Import from the toolbar.
- In the Import dialog, Browse to select an existing .csv file containing a list of objects to import.
-
When importing assets, the Discover SSH Host Keys option is selected by default indicating that Safeguard will retrieve the required SSH host key for the assets specified in the .csv file.
- Click OK. Safeguard for Privileged Passwords imports the objects into its database.
Considerations for valid and invalid data
Safeguard for Privileged Passwords does not add an object if any column contains invalid data in the .csv file, with the following exceptions:
- Assets PlatformDisplayName property:
- If Safeguard for Privileged Passwords does not find an exact match, it looks for a partial match. If it finds a partial match, it supplies the <platform> Other platform.
- If it does not find a partial match, it supplies the Other platform type.
- Users TimeZoneId property: If Safeguard for Privileged Passwords does not find a valid TimeZoneId property (that is, does not find an exact match or no time zone was provided), it uses the local workstation's current time zone. Do not enter numbers or abbreviations for the TimeZoneId.
- Users Password property: Safeguard for Privileged Passwords adds a user without validating the password you provide.
Details for importing directory assets, service accounts, users, and user groups
You can use the steps like those above to import your existing directory infrastructure (such as Microsoft Active Directory). Managed account users cannot be members of the Protected Users AD Security Group.
Additional information specific to directory import follows.
-
Import the directory (and service account) via Administrative Tools | Assets | 
Import Asset and browse to select the .csv file. Safeguard for Privileged Passwords imports the directory as an asset.
The directory's service account is automatically added to the list of accounts you can viewed via the Assets | Accounts tab.
- Import users and user groups.
- Import directory users via Administrative Tools | Users | Import Users and browse to select the .csv file.
- Assign to user groups via Administrative Tools | Users Groups | Users (select one or multiple users).
- Automatic synchronization: Once you import directory users and directory groups, Safeguard for Privileged Passwords automatically synchronizes the objects in its database with the directory schema attributes. User and group membership changes in the directory are reflected in Safeguard for Privileged Passwords. Directory users authenticate to Safeguard for Privileged Passwords with their directory credentials.
Active Directory and LDAP synchronization
Active Directory and LDAP data is automatically synchronized by asset or identity and authentication providers schema as shown in the following lists.
Asset schema list
- Users
- Username
- Password (modifiable in LDAP and not modifiable in Active Directory)
- Description
- Groups
- Computer
- Name
- Network Address
- Operating System
- Operating System Version
- Description
Identity and Authentication Providers schema list
- Users
- Username
- First Name
- Last Name
- Work Phone
- Mobile Phone
- Email
- Description
- External Federation Authentication
- Radius Authentication
- Managed Objects
- Groups
Creating an import file
On the desktop client, when importing objects, such as accounts, assets, or users, Safeguard for Privileged Passwords expects the import file to be a Comma Separated Values (CSV) file.
A CSV file is a text file used to store database entries where each line is a unique record and each record consists of fields of data separated by commas. You must not add any trailing spaces in the properties you define in the CSV file. The easiest way to create a CSV file is by using a spreadsheet program such as Microsoft Excel; however, you can use any text editor, such as Notepad, to create a comma-delineated file, as long as you save the file with a .csv file type extension.
The order of the columns is not important, but the title of the column must match the property name.
To create a customized .csv file template
- In the Import dialog, click CSV Template Assistant.
-
Select specific template properties from the template properties table, or select the select all check box in the heading. Safeguard for Privileged Passwords preselects the required properties; you can select any additional properties you desire.
-
Select Download Template to save a copy of the template properties table to a location of your choice.
- Click the
View icon in the Values column to display a list of allowable values. Click 
Copy to copy the selected value to your copy buffer which can then be pasted into your CSV file.
- Click Export Full Table, in upper the right corner above the properties table, to save a copy of the properties table.
-
Locate the downloaded template and add your specific information to the template.
- Users AdminRoles property: The value for the Authorizer Administrator is "GlobalAdmin".
- Use the customized .csv file to import the objects.
Considerations for valid and invalid data
Safeguard for Privileged Passwords does not add an object if any column contains invalid data in the .csv file, with the following exceptions:
- Assets PlatformDisplayName property:
- If Safeguard for Privileged Passwords does not find an exact match, it looks for a partial match. If it finds a partial match, it supplies the <platform> Other platform.
- If it does not find a partial match, it supplies the Other platform type.
- Users TimeZoneId property: If Safeguard for Privileged Passwords does not find a valid TimeZoneId property (that is, does not find an exact match or no time zone was provided), it uses the local workstation's current time zone. Do not enter numbers or abbreviations for the TimeZoneId.
- Users Password property: Safeguard for Privileged Passwords adds a user without validating the password you provide.
Checking, changing, or setting an account password
The Asset Administrator can manually check, change, or set an account password from the Account Security menu.
-
Navigate to Asset Management | Accounts.
- In Accounts, select an account from the object list.
- Click
Account Security from the toolbar.
Select one of these options.
- Check Password to verify the account password is in sync with the Safeguard for Privileged Passwords database. If the password verification fails, you can change it.
- Change Password to reset and synchronize the account password with the Safeguard for Privileged Passwords database.
- Set Password to set the account password in the Safeguard for Privileged Passwords database. The Set option does not change the account password on the asset. The Set Password option provides the following options.
- Manual Password: Use this option to manually set the account password in the Safeguard for Privileged Passwords database.
- In the Set Password dialog, enter and confirm the password. Click Set Password to update the Safeguard for Privileged Passwords database.
- Set the account password on the physical device to synchronize it with the Safeguard for Privileged Passwords database.
- Generate Password: Use this option to have Safeguard for Privileged Passwords generate a new random password, that complies with the password rule that is set in the account's profile.
- In the Set Password dialog, click
Generate Password.
- Click Copy Password to put it into your copy buffer.
- Log in to your device (using the old password), and change it to the password in your copy buffer.
- Click Set Password to change the password in the Safeguard for Privileged Passwords database.
(
web client) To add users to an account