When you log in to Safeguard for Privileged Passwords, you begin on the Home page. The Message of the Day displays on the right side. The rest of the Home page is tailored to your user rights and permissions. If you are authorized by an entitlement to request, approve, or review access requests, then your Home page gives you a quick view to the access request tasks that need your immediate attention.
You can turn Requests, Approvals, and Reviews widgets on or off in Settings (desktop client).
The Appliance Administrator sets the Message of the Day. For more information, see Message of the Day.
Requester's Home page view
Click the New Request tile to open the New Access Request dialog, which lists the assets and accounts you are authorized to access. From this dialog you specify the assets, accounts and the type of access you are requesting, and additional details about the request.
For more information, see:
Expand Requests to view the requests awaiting action.
For more information, see:
The Favorites pane (right pane) displays a list of requests you have marked as a favorite, providing a quick way to request access.
Favorites pane: Action bar buttons
Use the toolbar buttons at the top of the Favorites pane to manage your favorite requests:
- New Favorite: Select this button to create a new favorite request. Clicking this button displays the New Access Request dialog, allowing you to select the assets, accounts, type of access, and additional details about the request.
- Select this button to display additional options for managing your favorite requests:
- Request Selected
- Color Selected
- Remove Selected
TIP: Select the check box to the left of a favorite request to use these additional buttons. Selecting the request itself will launch the New Access Request dialog, allowing you to edit and submit the request.
Submit a favorite request
To submit a favorite request, click the request or select the check box to the left of a request and select Request Selected. The New Access Request dialog displays allowing you to edit your selections or enter a required reason or comment before submitting it.
For more information, see:
Approver's Home page view
Your job is to approve or deny the access requests listed on your Home page. Expand Approvals to view the requests awaiting your approval. As an approver user, unless you are also designated as a requester, you will see no favorites listed.
For more information, refer to these topics:
Reviewer's Home page view
Your job is to review completed access requests listed on your Home page. Expand Reviews to view the completed requests requiring your review. As a reviewer user, unless you are also designated as a requester, you will see no favorites listed.
For more information, refer to these topics:
The Dashboard contains operational information that allows administrators with the proper permissions to view and manage access requests and accounts failing tasks from a single location.
- Access Requests: Displays information about access requests in different stages of the workflow.
- Account Automation: Displays information about accounts that are failing different types of tasks.
The Access Requests tab on the Dashboard allows Security Policy Administrators to review and manage access requests from a single location. Clicking one of the access request tiles across the top of the view displays additional information about the access requests belonging to that category. In addition, you can review the request workflow, launch a live session, terminate a session, or revoke a specific request.
This dashboard is available to Safeguard for Privileged Passwords users assigned the following administrative permissions:
- Auditor: Read-only view.
- Security Policy: Full control.
Access requests: Tiles
- Open Sessions: Displays a list of all currently opened sessions.
- Passwords Out: Displays a list of all password release requests that are currently checked out.
- Pending Approval: Displays a list of access requests to be approved.
- Pending Review: Displays a list of access requests to be reviewed.
- Open Requests: Displays a list of all currently opened access requests, including session requests and password release requests.
Access requests: Toolbars
Use the toolbar at the top of the details grid to perform the following tasks.
- Workflow: Select to review the transactions that took place in the selected request. Clicking this button displays the Request Workflow dialog allowing you to audit the transactions that occurred during the request's workflow from request to approval to review.
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View Live Session: Select to view a live session for the selected session request. Clicking this button launches the Desktop Player allowing you to follow an active session.
If the Desktop Player is not installed, see Installing the desktop client, Installing the Desktop Player section.
For details on using the Desktop Player, go to One Identity Safeguard for Privileged Sessions - Technical Documentation. Scroll to User Guide and click One Identity Safeguard for Privileged Sessions [version] Safeguard Desktop Player User Guide.
- Terminate Session: Select to terminate the live session for the selected session request.
- Revoke Request: Select to retract the selected access request.
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Export: Select to create a .csv or .json file of the currently displayed access request grid and save it to a location of your choice.
You can convert timestamps to local time, if necessary. For more information, see Converting time stamps.
- Columns: Select to display a list of columns that can be displayed in the grid. Select the check box for data to be included in the grid. Clear the check box for data to be excluded from the grid.