Permissions

Users who have the Retrieve accounts and List accounts authorizations in the Safe where accounts are stored can view the accounts and their credentials.  Once they have found the account they are looking for, the authorization determines the tasks that they can perform.

Search for accounts and service accounts

Accounts that are retrieved or stored recently appear ‘Recently used’ accounts lists. If the account you are looking for does not appear in this list, you will have to search for it.

Search for an account

1. In the Accounts page, enter the text that you want to search for in the Search field.

   • You can specify multiple keywords.

   • You can specify a Safe name that includes spaces. (Quotation marks are not needed).

   • You can perform a search for all the accounts in the Vault that you have access to by leaving the Search field empty. However, this might take a while as the process searches the entire Vault.

2. Click the search icon or press Enter.

   The search is performed in all Safes in the Vault that you are authorized to access.

   A list of the searches that you performed previously appear in the Recent tab.

Save search results

1. In the Accounts page, click Recent.

   A list of searches is displayed.

2. Hover over the search that you want to save, click the Ellipses to the right of the search name, and select Save as.

3. Enter a name for the search, and then click Save.

   The search is saved and added to the list of saved searches under the Saved tab.

View saved searches

After you have saved previous searches, you can view them at any time without having to run the search again, or set a saved search as the default accounts list to have quick access to the listed accounts when you log on.

1. In the Accounts page, click Saved.

2. Click the saved search to display the search results.

Manage saved searches

You can rename or delete a saved search, or set a search as the default list that appears in the Accounts page.

1. In the Accounts page, click Saved.

2. Hover over the saved search that you want, click the Ellipses to the right of the search name, and select the task that you want to perform:

   Option	Description
   Set as default	Sets the saved search as the default list when you display the Accounts page.
   Rename	Enables you to rename the saved search. The new name must be unique.
   Delete	Deletes the saved search.