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D. User Access Basics

The following outlines the basic steps needed to use Pleasant Password Server, and to securely share access to passwords with other users.

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Related Topics:

Sections:

Logging onto the Website

Pleasant Password Server is accessible to both users and admin via web browser using the following URL:

  • https://HOST_NAME:PORT_NUMBER

The default URL from the server itself is:

 

Sign In

An Overview of User Permissions

  • Folders & Entries are created
  • Access is added on a Folder or Entry directly:
    • for a User or a Role shared by many users.
    • assigning a Level of Access, such as:
      • Read-Only - allows read-only access
      • Full - allows full access
      • Full + Grant - allows full access, allows granting this permission to other users
      • etc.
  • (Advanced) Users and Roles can be synchronized with your existing user directory:

 

For an Example Folder Structure, see the related links at the top of the page, for further details on structuring your folders with user and administrative access.

 

Note: You must be logged in as admin with the Administration role to complete these next steps.

1. Create a Folder (Group)

Home

  • Root -> Folder Actions -> Add Folder

Home Menu

Add Folder

                                

2. Add a Credential (Password)

Home

  • Select Folder -> Add Entry

Add Entry

credential details


3. Add a New User

Users and Roles -> Manage Users

  • Add New User

 

Home Menu

Add New User

Pleasant Password Server Create New User


4. Grant User Access to a Folder/Credential

Home

  • Select a Folder or Credential
  • Click Actions, or, Folder Actions -> User Access
  • Access for User -> Select User -> Select Access Level -> Add -> Close

Add Folder Picture

Add Role Access

5. Create a Role

Users and Roles -> Manage Roles

  • Add New Role

Users and Roles Menu

Add New Role


6. Grant a Role Access to a Folder/Credential

Home

  • Select a Folder or Credential
  • Click Actions, or, Folder Actions -> User Access
  • Access for Role -> Select Role -> Select Access Level -> Add -> Close

User Access Menu

Add Role Access Picture


7. Add User to Role

Users and Roles > Manage Users

  • Find User > Actions > Set Roles > Select Role > Set Roles

Set User Roles Window Sample


8. Access Credentials

Once a user has been granted access via a role or directly to a credential they have the choice of accessing Pleasant Password Server using:

Web Browser

Supported browsers: Chrome, Firefox, Edge, Internet Explorer 9+, Opera, Safari

Client Download
KeePass Desktop client

A desktop client for Windows.

Password Safe Desktop client

A desktop client for Windows.

Mac client

          A desktop client for OS X.

Mobile devices

Supported platforms: iOS, Android, Windows Phone