TechIDManager’s tree-based structure enables techs to organize managed accounts and passwords in a highly customizable manner. The TechIDPortal lets managers in TechIDManager organize credentials hierarchically using a tree-like structure. All techs then see the credentials in the same structure to allow them to find information faster.
Leaves are defined as dot (.) delimited paths. For example: Defining two leaves “A.1.a” and “A.1.b” will make a tree with a top level of “A” containing a single leaf “1” and “1” will contain two leaves “a” and “b”. Adding a leaf “A.2.a” will add a leaf under “A” named “2” and “2” will contain the single leaf “a” (different than the “a” in “A.1.a”).
To do this, you can click the Agents tab, then the Leaves tab, or click the gear icon next to the agent you want to categorize. This tree structure can be as narrow or broad as you need, and you have the flexibility to name the leaves as desired. The same tree structure is also available for organizing Vault Passwords.
The system restricts technicians to viewing only the account “leaves” containing items they have permissions to access.
Managers can add, modify, or remove leaves as necessary. In the TechIDPortal, leaves can be managed by navigating to the Agents tab, then the Leaves tab, and clicking the gear icon. This screen allows addition, modification, or removal of the path of a leaf as required. Additionally, all agents and vault credentials associated with that leaf can be viewed.
In the TechIDAgent setup, there is an option to specify the leaf that the agent will be installed under in your Tree system. This setting, called “leaf value,” is available in version 5.0 and newer. The leaf you specify must already exist in the TechIDPortal, and the name must match exactly. Otherwise, the agent installation request will be ignored. The use of quotes (“…”) is recommended. (See more here )
The tree-based structure of this approach gives techs more organization and efficiency when accessing accounts and passwords in TechIDManager.
Leaves in the TechIDPortal
Leaves in the TechIDClient
Leaf detail screen in the TechIDPortal
