Secret Server: The Getting Started Guide for End-Users
August 12th, 2014
In our recent blog post, Don’t let your company’s social media get hacked: Deploy Secret Server to end-users, you learned about our new Basic User Dashboard and how to administer Secret Server to your end users. We wanted to make getting started with Secret Server simple and straightforward for your end users.
Share this blog post with your non-IT teams, including Marketing, Human Resources and Finance, to help them get started with Secret Server.
Why are passwords so important?
Business units have lots of passwords that unlock access to sensitive company information. More often than not, these passwords are not “strong” and they can be easily compromised, either through direct hacking or through phishing attacks, like calling up an employee in the marketing department and saying they need to verify her account information, including her username and password. These kinds of attacks never end well for businesses or the people involved. When in doubt, it’s better safe than sorry when it comes to using strong passwords.
What is Secret Server?
It’s a password management tool for you and your team to store and share passwords that you use every day. Your IT team is already using it to protect their privileged network passwords, and they want to give your team the same type of protection.
What’s a ‘Secret’?
We call all the stuff you store in Secret Server “Secrets.” So instead of saying “You can add new passwords and share passwords” we would say “You can add new Secrets and share Secrets.” This is because you are not limited to storing passwords. You can also use Secret Server to store file attachments, credit card information, door codes, and a whole lot more.
But I already have a way to keep track of my passwords!
We know changing routines can be hard, and this will impact how you access all kinds of accounts, but here are a few reasons why we, and your IT team, think you’ll really like Secret Server:
- It’s intuitive. You have a Basic Dashboard view that’s easy to navigate and you can add new passwords or update passwords at any time.
- There are Launchers and browser plugins. Trust us, these are going to be your new best friend. All you have to do is click a Launcher from within Secret Server, or navigate to a webpage and click the bookmarket, and Secret Server will log you in automatically. You will never have to manually enter that long Twitter password again.
- You get team sharing. Do Brenda and Tim both need access to the Monster.com account to post job applications? Well, now they can both access the credentials in Secret Server, and if the password changes, will always have current credentials.
Getting Started: Importing Secrets
You can add your passwords individually, or with our migration tool to import them in bulk. Use any of our free migration tools or import using xml or csv format.
To do this, open Secret Server and go to Tools > Import Secrets. Choose the type of password you want to import. Secret Server ships with about 20 preset templates to allow you to start managing your team’s shared Twitter passwords, employee information, credit card information just to name a few.
If you want to add just one password, click the Create New button at the top of the Dashboard and select the type of account your would like to use.
Every password is displayed on your home screen, or what we like to call the Dashboard. Your IT team has likely set you up on the Basic Dashboard, which means you will see all your passwords and your recently used passwords, but you do not have a folder structure. If you would like to see the folder structure, you can ask your IT Admin team for permission to the Advanced Dashboard.
It’s important to note that your Dashboard is your own, and you can only see Secrets that are shared with you. Your team may not be able to see all of the team’s passwords: Suzie may only have access to some Secrets and you may have access to different ones. This is decided by your manager and the IT team, so if there is something you need, but don’t see, let them know.
All of your Secrets are displayed on your dashboard, and you can add new Secrets with a click of a button.
At the top left of the Dashboard you can quickly search Secrets, and on the left side of the screen, you will find a Recent Secrets box, which shows your most recently used passwords.
If you are adding a new website password, make sure to enter the URL where you log in, that way Secret Server can take you there directly.
Once you have all of your passwords stored in Secret Server, you’ll begin to see how much time you can save by keeping everything in one centralized, secure location. Now when someone on your team makes changes to a password, you will have the new password immediately. If your boss or team member is out of the office and you need access to the payroll account to help them, they can easily and securely give access to you.
Let us know: How has Secret Server’s new Basic Dashboard helped your team to manage their shared passwords?
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