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Credentials Tab for Credential Based Access Policies

The Credentials tab shows credentials associated with the selected Credential Based access policy.

Credential based policy credential tab

The Credentials table has the following features:

  • Add — Opens the Add Credentials window. See the Add Credentials Window topic for additional information.

  • Remove — Removes the selected item from being associated with the policy

  • Search — Searches the table or list for matches to the search string. When matches are found, the table or list is filtered to the matching results.

  • Type— Provides options to filter results based on a chosen criterion:

    • All — Displays all credentials for users and groups
    • Credential — Displays user credentials
    • Credential Group — Displays group credentials
  • Refresh — Reload the information displayed

The table has the following columns:

  • Checkbox — Check to select one or more items
  • Name — Name of the account or credential group
  • Type — Icon indicates the type of object
  • Resource — Name of the resource that the account is on
  • Operating System — Displays the operating system of the resource
  • Active Session Count — Displays the number of active sessions on the resource

The table columns can be resized and sorted in ascending or descending order.

Add Credentials Window

The Add Credentials window provides a list of Credentials that have been onboarded. Credentials are onboarded in the Credentials Page.

Add credentials window

The window has the following features:

  • Search — Searches the table or list for matches to the search string. When matches are found, the table or list is filtered to the matching results.
  • Filter — Provides options to filter results based on a chosen criterion: All, Credential or Credential Group
  • Available Credentials and Groups — Shows all available credentials and credential groups
  • Credentials And Groups to Add — Shows selected credentials and credential groups
  • Add — Adds modifications and closes window
  • Cancel — Discards modifications and closes the window

Both tables have the following columns:

  • Checkbox — Check to select one or more items
  • Name — Displays the name of the credential
  • Type — Icon indicates the type of object
  • Resource — Displays the name of the resource
  • Operating System — Displays the operating system of the resource
  • Active Session Count — Displays the number of active sessions

Add Credentials to an Access Policy

Follow the steps to add credentials to the selected access policy.

Step 1 – Navigate to the Policy > Access Policies page.

Step 2 – In the Access Policy list, select the name of the access policy and select the Credentials tab.

Step 3 – Click Add to open the Add Credentials window.

The Add Credentials window has the following features:

  • Search – Searches the Name and Operating System columns to match the search string. When matches are found, both tables are filtered to the matching results.

  • Available Credentials and Groups– Shows all Credentials and Groups that have been added to the console

  • Credentials and Groups to Add – Shows the Credentials and Groups to be added to the protection policy

  • Column headers can be sorted in ascending or descending order

    • Name – The name of the credential
    • Type – The type of credential, individual or group
    • Resource – Name of the domain
    • Operating System – Operating System of resource
    • Active Session Count – Number of active sessions

Step 4 – _(Optional)_Toggle between Credentials or Credential Groups.

Step 5 – To add a credential to the access policy, click a row in the Available Credentials table and it is immediately moved to the Credentials to Add table.

Step 6 – Click Add to add the credential(s) to the access policy.

The new credential(s) are added to the access policy and are shown in the Credentials Tab for Credential Based Access Policies.