Managing Resource Groups

Resources can be grouped together in Password Manager Pro for easier management. The grouping can be done either by specifying a set of criteria or by specifying individual resources. In case of a dynamic group, i.e. criteria-based, whenever a newly added resource matches the criteria of an existing group, it automatically becomes a part of that group.

Resource groups created by the administrator users can be shared with other users or user groups. Whenever resources get added or deleted from a group, it affects the password access shared through the group. That is, users with whom a particular resource group has been shared can see passwords of only the resources that are part of the group at that point of time.

Steps to Add Resource Groups

  1. Navigate to "Groups" tab.
  2. Click the "Add Group" button.
  3. Upon clicking, it lists two options:
    1. Dynamic group
    2. Static group
  4. Choose your desired option for creating a resource group.

Adding Dynamic Group

  1. Select the option "Dynamic Group". In the pop-up form that opens, enter the name for the group against the text field "Group Name".
  2. Provide a "Description" for the group. It will be helpful for future reference.
  3. Select a "Password Policy" for the group
  4. Nested Groups: If you want to make the resource group being added as the sub-group of an already existing resource group, select the required group from the drop-down against the field "Sub Group of". The group selected by you will become the parent group for the resource group being added.
  5. Specify the exact criteria based on which you want to create the group. Here, you have many options to choose from:
    1. You can search for resources based on resource name, resource type, resource description and user accounts.
    1. Also, you can filter the search in fine-grained manner based on the criteria such as "contains", "does not contain", "equals" "not equal", "starts with" and "ends with"

6. Once you specify the criteria, click "Search" if you want to view the list of resources that will become part of this group.

7. When you're done, click "Add" to add those resources to your resource group.

Adding Static Group

  1. In the dialog box that opens upon selecting "Static Group", enter the name for the group against the text field "Group Name".
  1. Provide a "Description" for the group. It will be helpful for future reference.
  2. Select a "Password Policy" for the group. If you select "Strong" (say), it would be applicable to all the members of this resource group.
  3. Nested Groups: If you want to make the new resource group a sub-group, i.e. add it under an already existing resource group, select the required group from the drop-down against the field "Sub Group of". The group selected by you will become the parent group for the resource group being added.
  4. Click "Save & Proceed".
  5. In the pop-up form that opens, locate desired resources and click 'Add to group' against them.
  6. Click "OK".

Viewing resources

You can view the resources that belong to a particular Resource Group.

  1. Navigate to "Resources" tab.
  2. On the left hand side, all the resource groups are displayed. Select the required resource group.
  3. All the resources belonging to that group will be displayed.

Viewing the hierarchical order of the resource groups as well the resources that are part of each respective group:

  1. Navigate to "Resources" tab.
  2. On the left hand side, the resource groups are displayed in tree view. Select the required resource group.
  3. All the resources and the passwords within that group will be displayed.

Viewing the hierarchical order alone:

  1. Navigate to "Resource Groups" tab.
  2. click "Show Tree View".

Editing the name of the root node of the nested resource group tree displayed on the left hand side of Groups tab:

  1. Navigate to "Groups" tab.
  2. Click "Show Tree View" button displayed at the top of the resource groups listing.
  3. in the UI that opens, click the "Edit" button present near the filed "Root Node Name". After making necessary changes, click "Update".

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