Batch edit

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The Batch edit feature changes the settings of multiple entries in a single operation, e.g., to remove or update the credentials of a group of sessions.

Folder and entry selection

Folders and entries can be selected using one of three ways: manual selection, Advanced search, and Multi vault search. It is recommended to use the latter two methods, as they are considerably less time-consuming than manually rummaging through many vaults for specific entries and folders.

When editing manually selected folders, you are modifying the fields of their child entries and not those of the folders themselves.

Batch edit

Once the entries and folders to edit are selected, head over to the Edit tab, click on the Batch edit icon, and choose one of the editions options from the drop-down menu. Alternatively, the feature can be accessed by right-clicking on selected entries and folders before clicking on Edit – Batch edit.

Batch editing in the Edit tab
Batch editing in the Edit tab

PowerShell commands can be used to create customized batch edits for folders. Consult Batch edit folders with custom PowerShell commands to discover how.

Batch edit options

OPTIONS

DESCRIPTION

Edit saved host

Change entries’ hosts using one of the configuration methods below:

  • Host configured: manually enter the host or click on the ellipsis button (...) to choose from the computers on the domain.

  • Linked (vault): choose a pre-configured host contained in the current vault.

  • Inherited: use the host configured on the parent folder or at the vault level.

Edit saved credentials

Change the entries’ credentials using one of the following Credential mode:

  • Username and password: enter a new username, password, and domain. Each information can be unchecked to keep the ones already configured.

  • Linked (vault): choose a pre-configured credential entry in the current vault from which to retrieve credentials.

  • Inherited: use the credentials configured for the parent folder or at the vault level.

  • My personal credentials: retrieve a set of credentials stored under File – Local credentials – My personal credentials.

  • None

  • My privileged account: retrieve a set of credentials stored under File – Local credentials – My privileged account.

Reset all saved credentials

Clear all the credentials stored in the selected entries or folders.

Reset all saved passwords

Clear all the passwords stored in the selected entries or folders.

Edit entries (general settings)

Override the general settings of the selected entries or folders.

Edit entries (session type settings)

Override the session type settings of the selected entries or folders.

Edit entries (asset)

Override the asset settings of the selected asset type entries.

Edit sort priority

Change the sorting priority of the selected entries or folders.

Edit tags

Add or remove tags to the selected entries or folders. The Batch edit tags window also allows the creation of new tags.

Edit entries (user specific settings)

Override the user-specific settings of the selected entries or folders.

Edit entries (local specific settings)

Override the local-specific settings of the selected entries or folders.

See also

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