Onboard Personal Credentials

Owned by Phillip Hanegan
Aug 02, 2024
2 min read

This article outlines the process for users to onboard their personal credentials using the Onboard Credential wizard workflow. This workflow guides users through securely adding and managing their credentials within the system. Once onboarded, these credentials can be utilized to access computers via Privileged Session Management (PSM) whenever applicable. This capability ensures that users can seamlessly authenticate and perform tasks on systems using their own credentials in a secure and controlled manner.

Personal credentials are automatically assigned to the Default Personal Credentials Policy.

Procedure

  1. Sign-in to the IAM Shop portal.

  2. Select Credentials from the Resource Type dropdown.

  3. Select the Workflows tab and click Onboard a Credential.

    image-20240802-150611.png


    This action opens the Onboard Credential wizard workflow.

    image-20240802-151022.png

     

  4. Fill in the following fields:

    • Name – Enter a unique name for the credential.

    • Display Name – Enter a display name for the credential.

    • Credential Type – Select Default Credentials

    • User Name – Enter the username portion of the credentials.

    • Password – Enter the password portion of the credentials. This field is not used when using SSH Keys.

    • SSH Key – If onboarding credentials used to access a Linux system, select this option and then upload the SSH public key file.

    • Encrypted Notes – Optionally, enter any notes.

    • Description – Optionally, enter a description.

  5. Check Personal Credential.

  6. Check Enabled to enable the credentials for usage.

    The form should look similar to that shown below.

     

  7. Click Next to complete the onboarding process.

  8. Click Submit to close the operation execution summary.

Expected Results

Upon successful onboarding, EmpowerID creates the credential. Users with personal credentials can view and unlock these credentials from the Manage Access tab on the Credentials page. This functionality allows users to manage their credentials effectively and ensures they have the necessary access to perform their roles.

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