D. User Access Basics

The following outlines the basic steps needed to grant security access in Pleasant Password Server.

Access is added directly to Credentials. Access permissions can be given to an individual User, or, to a Role shared by many users.

Users and Roles can be imported automatically from an Active Directory/LDAP to match your directory Groups permissions.

To see other examples of how to structure your permissions: see Setting up a folder permission structure

Web Admin Access

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 is:

 

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


Sign-In.png

 

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 a 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


User-Access-Sample-Window.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


User-Access-Window-Sample2.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, 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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