Use Team Passwords

The Team Passwords feature allows you to securely store credentials owned by small groups in a controlled environment that you can audit. Password Safe administrators may assign groups in BeyondInsight to teams, in which each team has its own isolated store where users can secure credentials used within that team. The creator of the credential becomes the owner and may assign ownership of the credential to the entire team or one or more individual members. Password Safe administrators and credential owners can manage credential ownership, edit credentials, and delete credentials, while team members may only view and retrieve credentials. Team members can create a folder structure to organize their credentials. Credentials can be found and accessed easily using search and filtering options.

Create a Credential in Team Passwords

You can create credentials in the parent folder for any of your teams or in any of your team's subfolders. The user who creates the credential is its owner and may change its folder at any time after it has been created.

  1. On the left navigation pane in the console, click Team Passwords.

Screenshot of Create New Credential button in Team Passwords

  1. From the Folders pane, select a folder, and then click Create New Credential.

 

Create New Team Passwords Credential

  1. In the Create New Credential pane:
    • Enter a Title, Description, and Username.
    • Set the password:
      • Select Manual Input to manually enter a password.
      • Select Auto Generate and select a Password Policy from the list to have the password created based on the defined policy.
      • Click Generate Password.
      • Add a note if you require additional information to display for this credential other than its description. You can add Notes as a column when viewing the list of credentials in the grid and you can also filter the list by Notes.
    • Click Manage Ownership if you wish to assign ownership to individual team members or to the entire team.
    • Click Create Credential.

 

Manage Folders in Team Passwords

You can organize your team credentials into subfolders under the parent team folder to make locating a credential more efficient.

 

  1. On the left navigation pane in the console, click Team Passwords.

Create New Folder in Team Passwords

  1. To create a new folder, select the parent folder for the team or one of its existing subfolders, and then click Create New Folder.
  2. Enter a name for the folder, and then click Create Folder.

 

 

Select Edit Folder or Delete Folder

  1. The new folder is listed under the folder you selected when creating it. To edit the folder name or to delete the folder, select the folder, click the vertical ellipsis, and then select Edit Folder or Delete Folder.

You cannot delete parent team folders. Only subfolders may be deleted. Also, if you do not own all of the credentials in a subfolder, you are not able to delete it.

For more information on how to move a credential to a new subfolder, please see Edit and Delete a Credential in Team Passwords.

View and Copy a Credential in Team Passwords

You can view details for your team's credentials, such as who owns the credential, when the credential was created and modified, and the folder path for the credential. You can also copy the username and password for a team credential so you may use it.

  1. On the left navigation pane in the console, click Team Passwords.
  1. From the Folders pane, select a folder, and then select a credential.

Team Passwors Credentials Grid Menu Options

  1. Click the vertical ellipsis for the credential.
  2. To quickly copy the username, password, and notes, select those options from the dropdown menu.
  3. To view the details for the credential, select View Credential from the dropdown menu.

 

View the details of a Team Passwords Credential

  1. To view the credential password, click the eye icon in the credential details pane.
  2. To copy the credential password , click the copy icon in the credential details pane.

Edit and Delete a Credential in Team Passwords

Credential owners can edit the properties and manage ownership for credentials they own, as well as delete credentials they own. Password Safe Administrators can edit the properties, manage ownership, and delete all credentials in Team Passwords.

  1. On the left navigation pane in the console, click Team Passwords.
  1. From the Folders pane, select a folder, and then select a credential.
  1. Click the vertical ellipsis for the credential.

Edit or Delete a Team Passwords Credential

  1. To delete a credential, select Delete Credential, and then click Delete on the confirmation message.
  2. To edit a credential, select Edit Credential.

 

Edit a Team Passwords Credential

  1. Modify the properties for the credential as required.
  2. To manage the ownership of the credential, click Manage Ownership.

 

Manage Ownership of a Team Passwords Credential

  • Enable the Assign Ownership to Entire Team option to assign all members of the team as owners of the credential. When new members are added to the team, they are automatically assigned as owners of the credential.
  • Alternatively, select individual team members as owners.
  • Click Apply Ownership Settings.

 

  1. Click Update Credential once you have made your edits.