D. User Access Basics

The following outlines the basic steps needed to use Pleasant Password Server, and to securely grant others access.

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Related Topics:

Topics Covered:

Logging onto the Website

Pleasant Password Server is accessible to both users and admin via web browser using the following URL:

  • https://HOST_NAME:PORT_NUMBER

The default URL from the server itself is:

 
Sign-In.png

 

An Overview of User Permissions

  • Folders & Entries are created
  • Access is added on a Folder or Entry directly:
    • for a User or a Role shared by many users.
    • assigning a Level of Access, such as:
      • Read-Only - allows read-only access
      • Full - allows full access
      • Full + Grant - allows full access, allows granting this permission to other users
      • etc.
  • (Advanced) Users and Roles can be synchronized with your existing user directory:

 

 

Note: You must be logged in as admin with the Administration role to complete these next steps.

1. Create a Folder (Group)

Home

  • Root -> Folder Actions -> Add Folder


 Home-menu.png
Add-Folder-Pic.png                                 

2. Add a Credential (Password)

Home

  • Select Folder -> Add Entry


Add-Entry.png

Credential-Details-Sample-Entry.png

My-Folder-List-Sample.png


3. Add a New User

Users and Roles -> Manage Users

  • Add New User


 Users-and-Roles-menu.png

Add-New-User-Button.png

Create-New-User-Form.png


4. Grant User Access to a Folder/Credential

Home

  • Select a Folder or Credential
  • Click Actions, or, Folder Actions -> User Access
  • Access for User -> Select User -> Select Access Level -> Add -> Close


User-Acces-menu.png


Add-User-Access-pic.png

5. Create a Role

Users and Roles -> Manage Roles

  • Add New Role

 Users-and-Roles-menu.png

Add-New-Role-Button.png


6. Grant a Role Access to a Folder/Credential

Home

  • Select a Folder or Credential
  • Click Actions, or, Folder Actions -> User Access
  • Access for Role -> Select Role -> Select Access Level -> Add -> Close


User-Access-Menu-Sample2.png


Add-Role-Access-pic.png


7. Add User to Role

Users and Roles > Manage Users

  • Find User > Actions > Set Roles > Select Role > Set Roles


Set-User-Roles-Window-Sample.png


8. Access Credentials

Once a user has been granted access via a role or directly to a credential they have the choice of accessing Pleasant Password Server using:

Web Browser

Supported browsers: Chrome, Firefox, Edge, Internet Explorer 9+, Opera, Safari

Client Download
KeePass Desktop client

A desktop client for Windows.

Password Safe Desktop client

A desktop client for Windows.

Mac client

          A desktop client for OS X.

Mobile devices

Supported platforms: iOS, Android, Windows Phone

 

 

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