Onboard Personal Credentials
- Phillip Hanegan
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 personal credentials. Once onboarded, these credentials can be used to access computers via Privileged Session Management (PSM), ensuring secure and controlled authentication for tasks performed on systems using personal credentials.
Personal credentials are automatically assigned to the Default Personal Credentials Policy.
Procedure
Step 1 – Open the Onboard Credentials Wizard
Sign in to the IAM Shop portal.
Select Credentials from the Resource Type dropdown.
Navigate to the Workflows tab.
Click Onboard a Credential.
This action opens the Onboard Credential wizard workflow.
Step 2 – Enter Personal Credential Information
Fill in the following fields in the wizard:
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 you are onboarding credentials for access to a Linux system, select this option and upload the SSH public key file.
Encrypted Notes – Optionally, enter any notes related to the credentials.
Description – Optionally, enter a description for the credential.
Personal Credential – Check this option to indicate that the credential is for personal use.
Enabled – Check this option to enable the credentials for usage.
(At this point, the form should resemble the one shown in the screenshot provided.)
Step 3 – Complete the Onboarding Process
Click Next to proceed.
Review the Operation Execution Summary to verify the information.
Click Submit to close the wizard.
Expected Results
Once the personal credentials are successfully onboarded, EmpowerID creates the credential record. Users can view and manage their personal credentials by navigating to the Manage Access tab on the Credentials page. This feature allows users to unlock their credentials when needed, ensuring they have the necessary access to perform their roles securely and efficiently.