Configure the Accounts pages

1. In the Privilege Cloud Portal, click Administration > Configuration Options.

2. Under Configurations, expand Accounts UI Preferences > Main, and then click View Settings.

3. In the Properties pane, you can edit the following properties:

   Property	Description
   PageSize	The maximum number of accounts to display in the grid in each page. Valid values: Number Default: 25
   DisplayDeletedItems	Defines whether or not deleted accounts will be displayed in the grid. Valid values: Yes/No Default: Yes
   DefaultView	Defines the default view displayed when opening the Accounts List. Each user can configure his own preferences. Valid values: Recently/Favorites/Locked/New Default: Recently
   MaxDisplayedRecords	The maximum number of accounts that may be displayed in a view. Valid values: Number Default: 20000
   MaxPageSize	The maximum number of records that may be displayed in a single page. Valid values: Number Default: 100

Configure who can see the Operational View section

Edit the group of users who are authorized to see the Operational Views section in the Accounts View page.

These settings are reflected in the area marked in the image below.

1. In the Privilege Cloud Portal, click Administration > Configuration Options.

2. Under Configurations, expand Accounts UI Preferences > Main> View Settings, and then click Operational Views.

3. Edit the value of the GridOperationalViewGroup property. The value must be a valid Privilege Cloud group. The default is PVWAMonitor.

4. Click OK.

Hide (or display) the Requests View section

Hide (or display) the Request Views section in the Accounts Views page.

These settings are reflected in the area marked in the image below.

1. In the Privilege Cloud Portal, click Administration > Configuration Options.

2. Under Configurations, expand Accounts UI Preferences > Main> View Settings, and then click Requests Views.

3. Edit the value of the Visible property. The value can be either Yes or No. The default is Yes.
4. Click OK.

Hide (or display) the Deleted Accounts

To hide (or display) the Deleted Accounts in the in the Accounts Views page.

These settings are reflected in the area marked in the image below.

1. In the Privilege Cloud Portal, click Administration > Configuration Options.

2. Under Configurations, expand Accounts UI Preferences > Main> View Settings, and then click Deleted Accounts.

3. Edit the value of the DisplayDeletedAccountsView property. The value can be either Yes or No. The default is Yes.
4. Click OK.

Hide or display toolbar actions

By default, all available toolbar actions are displayed on the page. However, you can hide toolbar actions that are irrelevant for your end users.

The toolbar actions that can be hidden are highlighted in the following image.

The following table maps the toolbar action in the configuration section to the corresponding action in the Accounts View page.

Property in Configuration Options >...> Toolbar Actions	Controlled Button/action in the toolbar of the Accounts View page	Description
Change	Manage > Change	Change password. For details, see Change password.
Verify	Manage > Verify	Verify password. For details, see Verify password.
Reconcile	Manage > Reconcile	Reconcile password. For details, see Reconcile passwords.
Release	Manage > Release	Release a locked account. For details, see Lock and release an account.
Resume	Manage > Resume	Resume automatic management for passwords (via CPM). Automatic password management can be resumed manually. If it was disabled manually for an administrative reason, it can be restored at any time. However, if the automatic management was disabled due to an error, it is essential to resolve the problem before restoring it.
Edit	Modify > Edit	Edit an account. For details, see Edit an account.
Move	Modify > Move	Move an account between Safes. For details, see Move accounts between safes.
Delete	Modify > Delete	Delete an account. For details, see Delete an account.
Undelete	Modify > Undelete	Accounts are deleted permanently only after their retention period has passed. Within the retention period, you can activate an account that was deleted.
Favorite	Add to > Add to Favorite	Add account to Favorites view. For details, see Favorites.
Cart	Add to > Add to Cart Add to > Add to all Carts	You can add accounts to your personal cart to perform mass operations such as password change, verification, reconcile, resume, release.
Add	Add Account and Add SSH Key	Add an account. For details, see Add individual accounts manually.

1. In the Privilege Cloud Portal, click Administration > Configuration Options.

2. Under Configurations, expand Accounts UI Preferences > Main> Toolbar Actions.

   Change the value or the Visible property for the actions that you want to hide from Yes to No.

   

3. Click OK.

Display or hide grid actions

you can decide which grid actions are displayed to the end-user in the Accounts page and in the Usages (dependent accounts) page.

There are two types of actions:

1. Displayed directly on the grid

2. Displayed in the action menu

See the following image for their location:

Select the relevant tab for the procedure.

Display or hide columns in the accounts grid

You can decide what account properties end users see in the accounts grid in the following views:

• Accounts View

  For details, see Manage your accounts
  

• Usages (dependent accounts)

  For details, see Manage dependent accounts

• Pending Accounts

  For details, see Scan for accounts using Account Discovery

By default, only specific accounts properties are displayed, but you can add any existing account property, as well as hide properties that are no relevant for your end users.

In addition, you can configure by which property to sort. The following table includes the SortBy defaults:

grid	SortBy default
Accounts View	Safe
Usages	MasterAccount
Pending Accounts	Address

Select the relevant tab for the procedure.