Manage accounts in V10 interface
This topic describes how to manage accounts in the PVWA v10 interface.
By default, the Accounts List displays all the accounts that you are authorized to see.
Account overview
In the Account Details, you see an overview of the account's properties, compliance status, activities, and recordings.
View an account's details
-
In the Accounts list, click the account that you want to view.
-
(Optional) To display more information about accounts, click Additional details & actions in classic interface.
The Account overview contains the following information:
A high-level summary of account compliance and activities.
|
Content |
Description |
|---|---|
|
Compliance status |
A visual representation that indicates whether the selected account is compliant with the Master Policy and the password policy. |
|
Last verified |
A visual representation that shows when the account was last verified. |
|
Activities |
The last five account activities. Click any activity to display more details in the Activities tab. |
|
Dependencies |
The total number of dependent accounts and their status of compliance. |
|
Last access |
Details about when this account was last accessed. |
|
Status |
A set of messages that indicate the CPM status of the account. |
A high-level summary of account details.
|
Content |
Description |
|---|---|
|
Account properties |
All the specified account properties. |
|
Linked accounts |
A list of the accounts that are linked to this account, such as Logon account, Reconcile account, or other linked accounts defined in the Platform configuration. See Link/unlink an account for more information. |
|
The name and platform of the account group to which this account belongs. Click the account group name to display all the accounts that belong to the group. You can navigate to a different account in the group by clicking the link. |
A timeline of all account activities.
|
Content |
Description |
|---|---|
|
Timeline |
Scroll down the timeline to view all account activities. |
|
Specific activities |
Click an activity to view more details. |
|
Filters |
Select a user or action to display specific activities. |
A list of all the account versions.
|
Content |
Description |
|---|---|
|
Account versions |
A list of the account versions, the date and time when each version was changed, and the CPM that changed it. |
|
Hide CPM temporary password versions |
A toggle button that hides or displays the temporary password versions that are created during password changes. |
Manage account credentials
Depending on your permissions, you can show, copy, and edit account passwords.
Show password
-
In the Accounts list, locate the account, and on the right side of the account line, click Show.
-
If a reason is required, enter the reason for showing the password, and click Show.
The credentials are displayed for a predetermined number of seconds.
Copy credentials
You can copy passwords with or without displaying them.
Do one of the following actions:
-
In the Accounts list, in the row of the account, click Copy
-
In the Show password window, click Copy
A message appears confirming that the password has been copied to the clipboard.
Copying passwords in the Microsoft Edge Browser
Due to browser security and capabilities in the Microsoft Edge browser, the Copy button is only available in the Show Password window and not in the Accounts list.
Link/unlink an account
In the Account Details tab, you can link or unlink an account.
To link an account:
-
Select the main account that you want to link to, and click the Details tab.
-
Under Linked Accounts, click the Ellipsis button for the type of account that you want to link to the main account - Reconcile, Logon, or other accounts defined in the Platform configuration - and then select Link.
-
Select the relevant account from the list, and click OK.
To unlink an account:
-
Select the relevant account, and click the Details tab.
-
Under Linked Accounts, click the Ellipsis button for the account that you want to unlink, and select Unlink.
-
Click OK to confirm that you want to unlink the account.
Connect to target machines
Depending on your permissions, you can connect to target machines directly from the Accounts list.
-
In the Accounts list, in the line of the account to connect with, click Connect.
For more information about connecting to target machines, see Connect through the PVWA.
Add accounts to the Favorites list
You can add accounts to your personal Favorites list. This list is for your account only and is displayed each time you view the Account List.
-
In the Accounts List, locate the account that you want to add to the Favorites list.
-
In the row of this account, click the Favorites icon (star).
-
Click Favorites to verify that the account appears in your Favorites list.
Delete an account
To delete an account, you must have Delete accounts permissions.
-
In the Accounts View, locate the account, click the ellipsis button, and then click Delete.
