Vault: Securely Share Access with Other Vault Users

One of Vault's core features is the ability to grant access to resources securely, without ever exposing the actual password. This guide explains how to share access to a registered resource and define what actions the user can perform.

Selecting the Resource to Share

Locate the resource (server, database, or website) you wish to share:

1. Log in to the Vault platform.
2. Navigate to the appropriate tab (e.g., Servers, Websites, Databases).
3. On the list of available resources such as Servers, Websites, or Databases, select a specific resource. The Edit page is displayed.

Adding a user or group

Grant access to the intended person or team:

1. In the resource's configuration screen, click the Sharing Preferences tab.
2. Click the Add button to open the user/group selection window.
3. Select the user or group you want to share the resource with.

Defining Access Permissions

After selecting a user, define their level of access. This ensures they only have the permissions they need:

• Connect: Allows the user to initiate a connection to the resource or use its credential for login
• View Details: Allows the user to see session recordings, view connection logs, and, if permitted, see the credential's password
• Manage: Grants full administrative rights over the resource, including the ability to edit its settings or even delete it

Check the boxes for the permissions you want to grant and click OK.

Assigning Credentials and Save

Specify which credentials the user can use for this connection:

1. After setting permissions, select the user's name in the list.
2. A credential selection area will appear. Choose the credential(s) the user is allowed to use.
3. Click Save to apply all changes.

The resource will now appear in the new user's vault with the exact permissions you defined.

Share Credentials

To share credentials:

1. Go to Credentials.
2. Select the credential you want to share.
3. In the Sharing Preferences tab, click Add User (In Users tab) or Add User Group (In User Groups tab).
4. Search for the user or user group and select the checkbox next to their name.
5. Also, select the permissions to be given to them. Click Ok.
6. Click Save.

Share Bulk Credentials and Resources with Groups

 To share credentials and resources in bulk with users groups:

1. Go to Administration > Groups.
2. Select a group to share credentials and resources with.
3. On the right, In the Resources tab, click the Add Resources button. A dialog appears.
4. In the Select Category Type dropdown, select the resource type. You can also select the tags to filter the resources.
5. Select the required resources and the permissions.
6. Click Save.