What is creating new passwords/records?
Saving a record/password stores information in the MSSQL database. This process is started in the . It is accessed either via the icon in the ribbon, using the keyboard shortcut “CTRL + N” or via the context menu that is accessed using the right mouse button in . The next step is to select a suitable form that will open in a modal window.
Selecting a form
When creating a new record, it is possible to select from all the forms for which the logged-in user has the required permissions. To make the selection process as easy as possible, a preview of the form fields included in the form is shown on the right hand side.
In this example, you can see that the “Password” form marked on the left contains three form fields “Name”, “User name” and “Password”. Forms thus act as templates according to which their information is saved. (Management of the forms including issuing permissions and editing existing forms is covered in a )
The window for creating a new record always open in a separate tab. As can be seen below, the corresponding form fields for the previously selected form can now be filled. Password fields deserve special mention here because they can be handled differently based on . The record can be saved via the ribbon when all fields have been filled.
Validity and tags
Irrespective of the selected form, it is always possible to define the validity and tags for a record. Both values are optional.
- Validity defines an end date until which the record is valid. This information can be evaluated e.g. in the logbook or in reports. It is thus possible to create a list of all expired passwords for a user or an authorized entity. However, it is possible to limit the usability of expired passwords for security reasons.
- Tags are freely definable properties of records that can be used as search criteria. This also allows thematically linked information to be grouped together.
Setting permissions for new records
In principle, there are various approaches for setting permissions for newly created records. All of them have already been described in the . It is important to note here that manual setting of permissions is only possible after saving a record. Automatic permissions are set before the record is saved. In this context, the selection of the organisational structure and the permissions for a record are important aspects.
- Manual setting of permissions: If you want to set manually set permissions for the record, select the organisational structure in which the record should be saved. the record, the permissions can be manually amended . If you only want to create a personal record for which no other user will receive permissions, simply select your own organisational structure and conclude the process with “save” via the ribbon.
- Automatic setting of permissions: is carried out before the record is saved. Irrespective of whether predefined rights or rights inheritance is being used, the configuration is always carried out in the organisational structure or permissions area. Saving the record thus completes the process for creating the password including the issuing of permissions.