Nested Resource Groups

Tree View / Hierarchical Arrangement of Resource Groups

Password Manager Pro provides the option to maintain resource groups in hierarchical structure providing a tree view. For example, assume that your organization contains some departments/sections in the following hierarchy. Resource Groups pertaining to the departments could be arranged in the following order:

That means, you can group the resources belonging to the respective sections and create sub-groups as required. From the "Home" tab of PMP web-interface, you can view the hierarchical structure of the resource groups in tree form. You can also navigate to any desired group or sub-group directly and view the resources and passwords within.

Important Note:

    1. Every administrator and password administrator can create his/her own tree with the resource groups they own and manage.
    2. When you create a nested resource group, by default, the name of the root node of the tree will have your login name. For example, if you are logging into PMP as "admin", the name of the root node will be "admin's Group". If you want to have a different name for the root node, you can edit it as explained below.
    3. Nested Resource Groups are purely for navigational convenience only. You can just view the passwords belonging to the respective resource groups directly. The sub-groups will not inherit sharing and other configurations like scheduled password reset, password action notification and other events from their parents.

Components of Nested Resource Group Tree

Nested Group Tree, depicted as "Password Explorer" as present in the LHS of the "Home" tab of PMP web-interface, has the following components:

  • All My Passwords
  • My Recent Passwords
  • My Favourite Passwords
  • Nested Resource Group Tree

All My Passwords View (To view all the passwords owned by you and the ones shared to you)

All the passwords that are owned by you and the ones shared to you will be displayed. If you own resources or some resources had been shared to you, the resources will be displayed.

To access this,

  • Go to the "Home" >> "My Passwords"
  • On the LHS, you will find "Password Explorer" >> Click the link "All My Passwords"

Important Note:

    1. The resources and passwords that are individually shared and not through groups, which are also not part of any of the shared resource groups, will not be found under the tree. They will be listed under "All My Passwords" only.

My Recent Passwords

The passwords that were accessed by you most recently will be displayed under this section to facilitate easy access to a recently used password. The recently accessed passwords will be shown on top of other available passwords.

To access this,

  • Go to the "Home" tab >> "My Passwords"
  • On the LHS, you will find "Password Explorer" >> Click the link "My Recent Passwords"

My Favourite Passwords

PMP provides the option to retrieve your favourite passwords with ease. You need not have to search for the resources to locate your favourite passwords. In front of all the accounts, you will find a greyed out 'star' icon. When you click the star, it will turn blue and the respective password will be marked as your favourite password. By clicking the link "My Favourite Passwords", you will be able to retrieve your favourite passwords immediately. At any point of time, you may remove any password from the 'favourites' list by unmarking the star icon from either "All My Passwords" view (Home Tab) or from the "Resources" tab.

Important Note: Assume that you have marked a password that was shared by an admin to you as favourite. The admin revokes the share permission for that particular password. When you click the 'My Favourite Passwords' link, you will see the resource still listed there. However, if you try to retrieve the password, you will not be permitted to view the password. Also, the resource would be removed from the 'My favourites'. By default, you will land up in "My Favourite Passwords" section only.


Nested Resource Group Tree

This tree consists of the following components:

    1. Resource group tree created by you. In this tree, all the resource groups and sub-groups owned by you will be depicted. As mentioned above, by default, the root node of your tree will be named as - 's Group. If you want, you can edit the name of the root node to make it more meaningful or to make it reflect your organizational structure. For example, if you are a Database Administrator, you can name the root node as "Database Passwords". Click here to know how to edit/rename the root node. You can click any desired group or sub-group to view the resources and passwords therein.
    2. Resource group trees shared to you by other admins. Note that only the groups that the other admins has shared to you will appear in the tree under his/her root node. For example, if an admins has created a tree with 10 groups but had shared only 3 groups with you, you will only see those 3 groups under his/her tree.

Important Note:

    1. The resources and passwords that are individually shared and not through groups, which are also not part of any of the shared resource groups, will not be found under the tree. They will listed under "All My Passwords" only.
    2. Super administrators will see the entire tree of all other administrators and password administrators under their 'Password Explorer' in the 'Home' tab
    3. Password users will not be able to create nested resource groups, but they can see the groups that have been shared to them in tree form.

Constructing Nested Resource Groups

Creating groups based on matching criteria,

See the section "Creating Resource Groups" section of the help documentation.

Creating groups based on resources,

See the section "Creating Resource Groups" section of the help documentation.

Guidelines on Nested Resource Group Construction (for admins & password admins)

Though the nested resource groups are mainly intended for navigational convenience, by properly creating the tree, you can leverage a lot of benefits, mainly ease of use.

Assume that you are a Database Administrator responsible for managing the passwords of various databases. In this case, you can construct the resource group tree as explained below:

  • By default, the root node of your resource group tree will have your login name
  • Rename it as "Database Passwords"
  • Create a resource group for each database that you own - say, My SQL Passwords, MS SQL Passwords, Oracle Passwords, Sybase Passwords etc
  • All these resource groups could be made as the sub-groups of the root node - Database Passwords

Once you do this, you will see your resource group tree as shown below in the "Home" tab of PMP web-interface:

Some More Examples:

A Network Administrator's Tree Structure

In case, you are a Network Administrator is managing Network Devices of his organization. You may name your root node as "All Network Devices" and have the tree as shown below:

Applications Management team

Assume that you belong to the Applications Management team and responsible for managing various IT applications. You may name your root node as "All Applications". The hierarchical resource group could look like:

  • How do I view the resources belonging to a particular resource group?

  • To view the resources belonging to a particular Resource Group,

    • go to "Resources" tab
    • select the required Resource Group (whose resources you want see) from the drop-down "Show Resources of"
    • all the resources belonging to that group will be displayed
  • How do I view the hierarchical order of resource groups?

  • To view the hierarchical order of the resource groups as well the resources that are part of the respective group,

    • go to "Home" tab
    • on the LHS, the resource groups are displayed in tree view. Select the required Resource Group (whose resources you want see)
    • all the resources belonging to that group will be displayed
    • To view the hierarchical order alone,

  • go to "Resources" >>> "Resource Groups" tab
  • click "Show Tree View"
  • Is it possible to edit the name of the root node of the nested resource group tree?

  • Yes, the name of the root node can be edited. To edit it.

    • go to "Resources" >>> "Resource Groups" tab
    • click "Show Tree View"
    • in the UI that opens, click the "Edit" button present near the filed "Root Node Name" and click "Update"

Allowing Administrators to Manipulate the Nested Resource Group Explorer Tree

PMP offers provision to allow admin users to manipulate the entire explorer tree structure as they wish. Through a configuration setting in "General Settings", PMP administrator can enable this option. Once this is enabled, PMP creates an organization wide, global explorer tree structure containing the names of resource groups under a root node. Any administrator in PMP would be able to create/edit the explorer tree structure of resource groups. The tree structure will be accessible to all admins, password admins and end users. Admins and password admins can add their resource groups anywhere into the global tree and the whole structure will be available for view to all the end users.

This feature allows depicting resource groups of your organization in the form of a global tree for easy access, identification and navigation. Users can view the resource groups in the same structure as that of the internal grouping structure in your organization. Externally the tree structure depiction will be the same for all the members of the organization (that means all the users will see the entire structure). But, the users will be allowed to view only the resources that are owned by them and the ones shared to them. The resource groups that are not related to them will be shown as empty sub-nodes (without any resources inside) in the explorer tree.

How to Enable this Option?

  • Navigate to "Admin" >> "General" and click "General Settings"
  • Select the option "Password Retrieval"
  • Select the check box "Allow all admin users to manipulate the entire explorer tree" and click "Save"

How to Manipulate the Tree Structure?

  • Navigate to the "Home" tab and click "My Passwords" or "Auto Logon"
  • You will see the Resource Groups of your organization as a tree structure under a root node
  • Just right-click the name of any node or sub-node to edit, modify or delete. You can manipulate the structure in any manner you want. The "delete" operation here just deletes the particular structure in the tree. It does not delete the resource.
  • If you have committed an error in manipulation, you can 'undo' the operation immediately
  • In addition, the admin users have the privilege to view the history of the manipulations done on the tree structure. They can revert to any former structure anytime just by a click.

©2014, ZOHO Corp. All Rights Reserved.

Top