For the complete documentation index, see llms.txt. This page is also available as Markdown.

Checkout policies

The Checkout policy section allows administrators to create and edit separate policies for Privileged Access Management (PAM) checkout. Checkout policies can then be applied to specific entries and folders (right-click, then PropertiesPrivileged access management (PAM)Checkout policies), or configured to be applied by default to everything.

SETTINGS
DESCRIPTIONS

Name

Set a name for the checkout policy.

Set as default

Apply the checkout policy to every PAM entry/folder by default.

Checkout mode

Enable or disable checkouts altogether.

Approval mode

Define which requests require approval, if any.

Users can approve their own checkout requests

Choose whether users can approve their own requests, and under which condition.

Include admins as approver

Include all administrators in the list of approvers when checking out an entry.

Include PAM administrators when listing approvers

Include all PAM administrators in the list of approvers when checking out an entry.

Reason mode

Choose under which conditions users need to give a reason for checking out an entry.

Checkout time (minutes)

Set a default checkout time.

Max checkout time (minutes)

Set a maximum checkout time, after which no time extensions are allowed.

Ticket number mode

Determine under which conditions the Ticket # field is required to be filled, if at all, when checking out an entry.

MFA on checkout

Require multifactor authentication when checking out an entry. Options are: Default, None, Mandatory, or Mandatory on JIT elevation only. The currently supported multifactor authenticators are Authenticator (TOTP), Email, and SMS. Multifactor authenticators must be configured in Administration – Server settings – Multi-factor.

Terminate sessions on check in

Force session close on checkin.

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