Taking action on a password release request
The actions that can be taken on a password release request depends on the state of the request and the client interface you are using.
(web client) To take action on a password release request
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From the web client, click 
My Requests. Use any of the following methods to control the request displayed:
- 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 checkout 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.
- You can take any of the following actions on the password release request:
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Available request: Make selections on the request based on your user interface.
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Approved request: Select 
Cancel to remove the request.
A password release request changes from Approved to Available when the requested time is reached. It stays available until you either cancel the request or it reaches the end of the duration period.
- Pending request: Select Cancel to remove the request.
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Revoked request: Select 
Resubmit Request to request the password again.
Select 
Remove to delete the request from the list.
- Expired request: Select Remove to delete the request from the list.
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Denied request: Select Resubmit Request to request the password again.
Select Remove to delete the request from the list.
(desktop client) To take action on a password release request
- From your
Home page, the Requests widget has these controls:
- Open the list of requests and select one of the following view filters. The number indicates how many requests are in that state.
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All: Requests in all states.
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Available: Approved requests that are ready to view or copy.
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Approved: Requests that have been approved, but the checkout time has not arrived.
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Pending: Requests that are waiting for approval or for pending accounts restored when using the Safeguard for Privileged Passwords suspend feature.
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Revoked: Approved requests retracted by the approver. The approver can revoke a request between the time the requester views the password and checks it in.
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Expired: Requests for which the checkout duration has elapsed.
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Denied: Requests denied by the approver.
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Select an account to see the details of the password release request.
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Take the following actions on password release requests:
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Approved: Select 
Cancel to remove the request.
A password release request changes from Approved to Available when the requested time is reached. It stays available until you either cancel the request or it reaches the end of the duration period.
- Pending: Select Cancel to remove the request.
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Revoked: Select Resubmit Request to request the password again.
Select Remove to delete the request from the list.
Approving a password release request
Depending on how the Security Policy Administrator configured the policy, a password release request will either require approval by one or more Safeguard for Privileged Passwords users, or be auto-approved. This process ensures the security of account passwords, provides accountability, and provides dual control over the system accounts.
You can revoke a request between the time the requester views it and checks it in.
Any eligible approver can deny a password release request after it has already been approved or auto-approved. Once disallowed, the requester will no longer have access to the password, but they are given another opportunity to request that password again. The requester receives an email notifying them that the request was denied.
Safeguard for Privileged Passwords can be configured to notify you of a password release request that requires your approval. For more information, see Configuring alerts.
(web client) To approve or deny a password release request
If you are an approver, click 
Approvals on the left of the page to manage approvals. On the Approvals page, you can:
- View details: Select the request and the details display on the right of the page.
- Approve one or more request: Select the requests. Then, click
to approve all the selected requests. Optionally, enter a comment.
- Deny one or more request: Select the requests. Then, click
to deny all the selected requests. Optionally, enter a comment.
- Change the columns that display: Click
and select the columns you want to see.
- Search: For more information, see Search box.
(desktop client) To approve or deny a password release request
- From your Home page, the Approvals widget has these controls:
- Select
(expand down) to open the list of approvals.
- Select
Popout to float the Approvals pane.
You can then select and drag the pane to any location on the console and re-size the window.
- Open the list of approvals and select one of the following view filters. The number indicates how many requests are in that state.
- All: Password release requests in all states.
- Pending: Requests that are waiting for approval.
- Approved: Requests that have been approved, but not yet available to the requester.
- Once you open the list, select the requester's name to see the details of the password release request.
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Take the following actions on password release requests:
- Pending: Select
to Approve or Deny a password release request. Optionally, enter a comment of up to 255 characters.
- Pending Additional Approvers: Select to Deny a password release request. Optionally, enter a comment of up to 255 characters.
- Approved: Select to Deny or Revoke an approved request.
Reviewing a completed password release request
The Security Policy Administrator can configure an access request policy to require a review of completed password release requests for accounts in the scope of the policy.
You can configure Safeguard for Privileged Passwords to notify you of a password release request that requires your review. For more information, see Configuring alerts.
(web client) To review a completed password release request
Select 
Reviews on the left of the page to manage reviews. On the Reviews page, you can:
- View details: Select the request and the details display on the right of the page.
- Mark one or more request as reviewed: Select the requests. Then, click to mark all the selected requests as reviewed. A comment may be required or, if not required, added.
- Change the columns that display: Click and select the columns you want to see.
- Search: For more information, see Search box.
(desktop client) To review a completed password release request
- From your Home page, the Reviews widget has these controls:
- Click (expand down) to open the list of pending reviews.
- Click Popout to float the Reviews pane.
You can then select and drag the pane to any location on the console and re-size the window.
- Open the list of pending reviews and select an account name to see the details of the password release request.
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Take the following action on password release requests:
Once the review is complete, it no longer appears on the Reviews pane.
TIP: If one requester checks in the request and another requester wants to use it, the second requester is unable to check out the password until the original request has been reviewed. However, the Security Policy Administrator can Close a request that has not yet been reviewed. This will bypass the reviewer in the workflow and allow the account to be accessed by another requester.
Session request workflow
Authorized users can authorize connections, view active connections, limit access to specific resources, be alerted if connections exceed pre-set time limits, and even terminate connections.
Typically a session request follows the workflow below:
- Request: Users that are designated as an authorized user of an entitlement can request a session for any asset in the scope of that entitlement's policies.
- Approve: Depending on how the Security Policy Administrator configured the policy, a session request will either require approval by one or more Safeguard for Privileged Passwords users, or be auto-approved.
- Review: The Security Policy Administrator can optionally configure an access request policy to require a review of completed requests for assets in the scope of the policy. In addition, if session recording is enabled in the policy, reviewers can audit the workflow transactions and launch the Desktop Player to replay the session as part of the review process.
The following topics explain the entire end-to-end session access process from request to approval to review (and play back if sessions recording is enabled).
to expand the box to see the options.
Copy to check out the password. This puts the password into your copy buffer, ready for you to use. Or, click
Show to check out the password and view the password. A password displays on your screen for 20 seconds. If the password changes while you have it checked out, and your current request is still valid, select either
Hide to conceal the information from view.
Settings (desktop client) menu.
Check-In to complete the password checkout process.
Workflow to review the transactions that took place in the selected request.
Review to complete the review process.