Password Vault Manager allows for multiple ways of handling credentials in a team environment. This brings flexibility, but at the cost of creating difficulty when you need to choose an implementation for a particular requirement.
Below are multiple methods to handle credentials, you may choose one or many depending on your requirements. We often see scenarios where our client manages his own infrastructure, as well as their customers'. Group entries below groups/folders depending on the kind of credential management that you must use. Each of these groups/folders could use a different scheme.
Here are a few notions that you must know prior to getting to the scenarios, they are at the core of Password Vault Manager usage.
Credentials can be set using many schemes, be it on entries themselves, or even on groups/folders. This allows you to set a credential for an entry to inherited. Whenever this is used, the credential resolver will simple go up a level and use the credential set on the parent entry. If this is a folder, and you also set this to inherited credentials, it indicates to the resolver to simply continue up to the parent folder.
The Private Vault is available for some advanced data sources, please consult its topic to learn more. It allows you to create your own private entries. In the cases where a user must use a credential that is exclusive to him, using the private vault is an obvious choice.
User Specific Settings allows you to override some settings of entries in the data source. One of the most typical use for this is to override the credentials. It can be done on credentials, sessions, groups/folders, etc.
The common set of credentials are set on the entries themselves in the navigation tree view. If the credentials are the same for certain entries, store the entries under a group/folder to which you've assigned the credentials, and set the child sessions to use inherited credentials.
All of the entries and intermediate groups/folders are set to inherited credentials. At the top level folders, use the User Specific Settings to fill in your credentials. You can type them in directly if you have only one set of credentials, but if you have many we suggest you create them in your Private Vault and link to them.
The common set of credentials are set on the entries themselves in the navigation tree view. Admins must use the User Specific Settings in order to override the credentials. The source for the credentials can be directly on the overridden entry or from the private vault.
You had already created multiple entries and you need to modify a lot of them... Well no worries, we have the following features to help you out.
Batch Edit allows you to modify multiple entries at once, please consult its topic to see how to modify credentials for multiple entries at once.