Create My Activity Session

Follow the steps to create an activity session.

Step 1 – Select an Activity to expand the session ribbon.

Step 2 – Click Create Session to start a new activity session.

• If an Activity is assigned to a single resource, the Activity card will display the name of the resource; selecting Create Session from the session ribbon will immediately start the Activity.
• If the Activity is assigned to more than one resource, the Activity card will display the number of resources; selecting Create Session from the session ribbon will open the Configure Session window.
• CAUTION: If your license is expired and you can still log in, you will not be able to create activity sessions.

Step 3 – Enter the following information:

• If the Activity is a member of more than one Access Policy, the Access Policy field will change to a drop-down selection. Based the resources assigned to the selected access policy, the list of resources will change in the table.
• Enter notes or a ticket number in the applicable field (Set whether notes or ticket numbers should be optional or mandatory for the session in the related Connection Profile)
• Select the resources required for the Activity session. Use the Search field to filter the resource list.
• Click Start Session to start the provisioning process.

NOTE: If an approval is required, the Waiting for approval message will display until it has been granted.

Step 4 – When provisioned, an activity session will display an Available status with a green icon. Click Available to launch the session.

• The contextual menu (…) to the top right of the active session card contains options to stop an active session and to copy/view the login account password, if enabled in the related Connection Profile.
• All sessions may be managed via the Dashboard interface, and the My Activities interface interchangeably.

Provisioning and active sessions are displayed in the session ribbon, newest sessions to the left.