Batch grant access

The Batch grant access feature allows you to assign permissions and permission sets to multiple users, user groups, and/or application users at once on entries, folders, and vaults.

Location

Batch grant access can be found in the properties of entries, folders, and vaults under SecurityPermissions (or SecurityInherited permissions for the vault root). Set the permissions to Custom, then click Grant permission.

Properties – Security – Permissions
Properties – Security – Permissions

It can also be accessed via Administration:

  1. In Remote Desktop Manager, go to Administration – System settings – Vault management.

  2. Under Default permissions, select Custom in the Permissions drop-down menu.

Custom default permissions
Custom default permissions
  1. Click on Grant permission.

Grant permission
Grant permission

The Batch grant access window is now open.

Batch grant access
Batch grant access

Batch grant access can be found in the properties of entries, folders, and vaults under Security – Permissions – Permissions tab. Set the permissions to Custom, then click Grant permission. Properties – Security – Permissions – Permissions tab

It can also be accessed via Administration:

  1. In Remote Desktop Manager, go to Administration – System settings – Vault management.

  2. Under Default permissions, select Custom in the Permission drop-down menu. Custom default permissions

  3. Click on Grant access. Grant access

The Batch grant access window is now open. Batch grant access

The window is divided in two sections: the permission settings and the user selection.

Permission settings

Use the Batch grant access window to apply access changes to multiple users or user groups at once. Start by selecting a permission type, an action, and whether the access changes will be granted by Permission or Permission set. If you select Permission, choose the permissions to apply, then click OK.

Permission sets are created and configured in Administration System settings Vault management Permission sets. For more information, see Permission sets.

Permissions settings
Permissions settings

SETTINGS

DESCRIPTIONS

Permissions

  • Inherited: Inherits the permissions from the parent groups.

  • Custom: Lets you specify a custom value for each of the permissions.

  • Allowed: Grants all the permissions below to everyone.

  • Disallowed: Grants permissions to no one but the administrators.

  • Custom+Inherited: Allows for flexibility by maintaining the inherited permissions while adding specific permissions tailored to individual users or user groups for the current entry.

Action

  • Add to existing: Adds the permissions to the selected users or user groups.

  • Replace all with: Removes the current permission set for the targeted users or user groups and replaces it with the permissions selected.

  • Find and remove these: Looks for the permissions you select and removes only those permissions from the targeted users or user groups.

Grant by

Selects the permissions to grant. You can either grant individual Permission or previously created Permission sets.

Permission settings
Permission settings

Users

Users can be selected one by one by checking the box next to each one, but this method can be tedious if you have a lot of users. Tools are available to help you in your selection process:

  • Filter: Filters your users, user groups, and application users by Name or Description.

  • Type: Displays only users, user groups, or application users.

  • Selected: Displays only selected or unselected users, user groups, and application users.

User selection
User selection
User selection
User selection
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