In the Accounts page, click Add account.
The Add account option is only available if you have Add accounts, Update account content, and Update account properties authorization in at least one Safe.
Select the type of system on which this account is used.
Select the platform to associate with the account.
Select the Safe where the account will be added. You will be able to see all the Safes in the Vault where you have permissions to add accounts. Users with the relevant permissions can also create new Safes.
For platforms defined with the Allowed Safes option:
- Users will be able to create any required Safe.
- However, a new account cannot be created or stored in that specific Safe: this is not permitted by the platform.
For more details, see Limit Platforms to Specific Safes.
Specify the account properties.
The account type and associated platform determine which account properties are displayed. For a complete list of account properties, refer to Account properties.
By default, the account name is comprised of its properties. Activate the Customize account name toggle button to specify a customized account name.
Under Additional properties, specify optional properties that further define the account and the target machine where it is used.
Under Account management, automatic password management is activated by default to enable the CPM to manage the account automatically. To cancel, deactivate the Allow automatic password management toggle button.
In the left pane, review the details of the account you have defined, then click Add or Add account and create another.
Creating another account restarts the Create Account wizard and saves the values for the following fields: System Type, Platform, Safe, and Username.