Folders

PAM360 allows you to club necessary accounts into various custom folders based on your requirements for ease of management and accessibility. Instead of selecting each account separately, you can pick multiple accounts at once in the folder and perform bulk operations on them based on the user's privilege. The folders will be accessible through the Resources and Connections tabs. However, you can create or modify the folders from the Resources tab only, and the Connections tab will reflect every change made to the folder from the Resources tab. Please note that Folders are user-specific, so you cannot share them with other users.

Real-time use case:

Users can create a folder and add accounts based on a specific resource type or the resource's location.

For example, consider a user managing a number of resources, some of which are located throughout Asia, Europe, and Africa. The user can create folders specific to the resource's location and add the accounts in the respective folders for easy access.

Similarly, when a user has access to multiple resources with different resource types, the user can create folders such as Operating Systems, Database servers, and Network devices and add the resources to the folders specific to the resource type.

Notes:

The decision to retain the accounts in a particular folder is up to the user.

You can add the same account in any number of folders.

You can perform the following operations using Folders:

Creating a New Folder
Adding Accounts to Folders
Removing Accounts from Folder
Renaming a Folder
Deleting a Folder
Enabling/Disabling Folders Option

1. Creating a New Folder

Navigate to the Resources tab.
Click the + icon besides Folders tag from the left pane and enter a name for the folder and hit enter.

You have successfully created a new folder.

2. Adding Accounts to Folders

Users will be able to add accounts to folders from the following locations:

Navigate to Resources >> All My Passwords and select the Password tab from the top pane.
Navigate to Resources >> All My Passwords and select the Resources tab from the top pane. Select a resource to access the 'Account Details' window.
From one Folder to another. Open the folder from which you want to add the account(s).
From 'Global Search'.

To add accounts individually,

Select the Account Action icon beside the desired account and select Add/Remove from Folder.
In the pop-up that appears, select the folder(s) to which you wish to add the account and click Save.

To add accounts in bulk,

Select the required accounts and click Account Actions >> Add to Folders from the top pane.
In the pop-up that appears, select the folder(s) you wish to add the selected accounts and click Save.

You have now successfully added the selected account(s) to the selected folder(s).

3. Removing Accounts from Folders

Users will be able to remove accounts from folders from the following locations:

Navigate to Resources >> All My Passwords and select the Password tab from the top pane.
Navigate to Resources >> All My Passwords and select the Resources tab from the top pane. Select a resource to access the 'Account Details' window.
From a Folder. Open the folder from which you want to remove the account(s).
From 'Global Search'.

To remove accounts individually,

Select the Account Action icon beside the desired account and select Add/Remove from Folder.
In the pop-up that appears, deselect the folder(s) from which you wish to remove the account and click Save.

To remove accounts in bulk,

Note: You can remove accounts in bulk only from inside a folder.

Select the accounts and click Account Actions >> Remove from Folder.
In the pop-up that appears, click Remove. This will remove the account(s) from the folder only and will not delete the account(s).

You have successfully removed the accounts from the current folder.

4. Renaming a Folder

Click the edit icon beside the folder name from the left pane.
Enter the new folder name and hit enter.

You have successfully renamed the folder.

5. Deleting a Folder

Click the delete icon beside the folder name from the left pane and click Delete in the pop-up to delete the folder.

Note: This action will remove the accounts from the folder and delete the folder only. This action will not delete the accounts from PAM360. Users will not be able to delete the pinned folder.

6. Enabling/Disabling Folders Option

Login to PAM360 as an administrator and navigate to Admin >> Settings >> General Settings.
Select Miscellaneous from the left pane.
Now, select the checkbox Disable Folders option to disable folders function for all users in PAM360.


Folders PAM360 allows you to club necessary accounts into various custom folders based on your requirements for ease of management and accessibility. Instead of selecting each account separately, you can pick multiple accounts at once in the folder and perform bulk operations on them based on the user's privilege. The folders will be accessible through the Resources and Connections tabs. However, you can create or modify the folders from the Resources tab only, and the Connections tab will reflect every change made to the folder from the Resources tab. Please note that Folders are user-specific, so you cannot share them with other users. Real-time use case: Users can create a folder and add accounts based on a specific resource type or the resource's location. For example, consider a user managing a number of resources, some of which are located throughout Asia, Europe, and Africa. The user can create folders specific to the resource's location and add the accounts in the respective folders for easy access. Similarly, when a user has access to multiple resources with different resource types, the user can create folders such as Operating Systems, Database servers, and Network devices and add the resources to the folders specific to the resource type. Notes: The decision to retain the accounts in a particular folder is up to the user. You can add the same account in any number of folders. You can perform the following operations using Folders: Creating a New Folder Adding Accounts to Folders Removing Accounts from Folder Renaming a Folder Deleting a Folder Enabling/Disabling Folders Option 1. Creating a New Folder Navigate to the Resources tab. Click the + icon besides Folders tag from the left pane and enter a name for the folder and hit enter. You have successfully created a new folder. 2. Adding Accounts to Folders Users will be able to add accounts to folders from the following locations: Navigate to Resources >> All My Passwords and select the Password tab from the top pane. Navigate to Resources >> All My Passwords and select the Resources tab from the top pane. Select a resource to access the 'Account Details' window. From one Folder to another. Open the folder from which you want to add the account(s). From 'Global Search'. To add accounts individually, Select the Account Action icon beside the desired account and select Add/Remove from Folder. In the pop-up that appears, select the folder(s) to which you wish to add the account and click Save. To add accounts in bulk, Select the required accounts and click Account Actions >> Add to Folders from the top pane. In the pop-up that appears, select the folder(s) you wish to add the selected accounts and click Save. You have now successfully added the selected account(s) to the selected folder(s). 3. Removing Accounts from Folders Users will be able to remove accounts from folders from the following locations: Navigate to Resources >> All My Passwords and select the Password tab from the top pane. Navigate to Resources >> All My Passwords and select the Resources tab from the top pane. Select a resource to access the 'Account Details' window. From a Folder. Open the folder from which you want to remove the account(s). From 'Global Search'. To remove accounts individually, Select the Account Action icon beside the desired account and select Add/Remove from Folder. In the pop-up that appears, deselect the folder(s) from which you wish to remove the account and click Save. To remove accounts in bulk, Note: You can remove accounts in bulk only from inside a folder. Select the accounts and click Account Actions >> Remove from Folder. In the pop-up that appears, click Remove. This will remove the account(s) from the folder only and will not delete the account(s). You have successfully removed the accounts from the current folder. 4. Renaming a Folder Click the edit icon beside the folder name from the left pane. Enter the new folder name and hit enter. You have successfully renamed the folder. 5. Deleting a Folder Click the delete icon beside the folder name from the left pane and click Delete in the pop-up to delete the folder. Note: This action will remove the accounts from the folder and delete the folder only. This action will not delete the accounts from PAM360. Users will not be able to delete the pinned folder. 6. Enabling/Disabling Folders Option Login to PAM360 as an administrator and navigate to Admin >> Settings >> General Settings. Select Miscellaneous from the left pane. Now, select the checkbox Disable Folders option to disable folders function for all users in PAM360.