Search by attribute
The attributes available for searching are dependent on the type of object being searched. The search drop-down menu lists the attributes that can be selected.
API attributes can be searched
The drop-down menu lists a limited number of attributes that can be searched; however, you can perform an attribute search using the English name of any attribute as it appears in the API. Nested attributes can be chained together using a period (.). To see a list of all the attributes, see the API documentation. For information about the API, see How do I access the API.
Entering the search string
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Click the icon and select the attribute to be searched.
The selected attribute is added to the search box. For example, if you select Last Name then LastName: is added to the search box.
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In the search box, enter the text string after the colon in the attribute label.
You can specify multiple attributes, repeating these steps to add an additional attribute to the search box. Do not add punctuation marks, such as commas or colons, to separate the different attributes. When multiple attributes are included, all search criteria must be met in order for an object to be included in the results list.
As you type, the list displays items whose selected attributes contain the text that was entered.
Note:The status bar along the bottom of the console shows the number of items returned.
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To clear the search criteria, click Clear.
When you clear the search criteria, the original list of objects are displayed.
Attributes in each Search box
The following attributes are available when you click the icon. In addition, API attributes can be searched in the search box.
Accounts
- Name
- Description
- Asset
- Domain Name
- Profile
- Partition
- Tag
Account Groups
Assets
- Name
- Description
- Platform
- Forest Root Domain
- Network Address
- Partition
- Is Directory
- Tag
Asset Groups
Entitlements
- Priority
- Name
- Description
- Users Display Name
- Users Name
Partitions
Users
- User Name
- Description
- First Name
- Last Name
- Email Address
- Domain Name
User Groups
Using the web client
The web client is functionally similar to the desktop client end-user view and useful for requestors, reviewers, and approvers. Many administration functions are available as well. The web client uses a responsive user interface design to adapt to the user's device, from desktops to tablets or mobile phones.
NOTE: In this documentation, you will see the following icons which denote the interface:
(web client)
(desktop client)
To change your photo in the web client, click the avatar Change your photo in the upper right. Select the image file, then click Open. You can right-click the photo to save or perform other photo options with the photo.
The pages available to you display on the left. You will see Home and, based on your role, you may also see My Requests, Approvals, Reviews, Settings, or a combination of those. You can customize the information you see on the pages. For more information, see Settings, version, and desktop Windows client (web client).
You can reduce the left menu. In the upper left of the page, click to collapse or expand the menu.
My Requests (web client)
If you are a requester, click My Requests to make a request or see information about requests.
To make a request
You must be an authorized user of an entitlement to create a request for the assets and accounts you need.
- Click My Requests to go to the My Request page.
- Follow the workflow steps. For more information, see Requesting a password release.
To create a favorite
You can create favorites for requests you make often. For more information, see Favorites (web client).
To view and manage requests
On the My Requests page, you can view the requests. Control the display using the following approaches:
- Click Sort By then select to sort by Account Name, Asset Name, Due Next, Expiring Next, Most Recent, or Status.
- Click sort up or sort down to sort in ascending or descending order.
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- Click Filters to filter by the status.
- All: Requests in all states.
- Available: Approved requests that are ready to view or copy.
- Pending Approval: Requests that are waiting for approval
- Approved: Requests that have been approved, but the check out time has not arrived. Or, for pending accounts restored when using the Safeguard for Privileged Passwords suspend feature.
- Revoked: Approved requests retracted by the approver. The approver can revoke a request after the request has become available.
- Expired: Requests for which the Checkout Duration has elapsed.
- Denied: Requests denied by the approver.
- For more information, see Search box.
Approvals (web client)