The following is a summarized description of the Passly menu that you will see when you log in and board. Please note that the menu items described here are inclusive of what an admin will see when the admin logs in.
The Passly menu is easy to navigate and is arranged in a simple logical order. The menu is divided into two sections. One is your personal section which consists of Launchpad and My Passwords and the other is the admin section that you see below the My Passwords menu item. This section hosts various features that you can use as an admin. A line demarcates both the sections.
When you click to select a menu item, the name of the menu item appears on the top left corner of the screen just below the Passly name.
This is where your applications reside after you configure SSO for them. Use Launchpad to securely access these applications easily.
You can view your individual vaults and their passwords here. Additionally, you can view other vaults and their passwords if you have permission to do so.
Most common and must-do features that you should consider completing stage by stage to experience the full capabilities of Passly are listed here in a sequence. You should take them up one by one in the order that is listed.
The Directory Manager manages multiple functions to have control over users and rules while maintaining their up-to-date status.
You can add new users manually or import users by uploading a .CSV file here. Additionally, you can view information about current users.
You can add groups, add users to the groups, view information, and edit information about existing groups here.
You can assign one or more roles to a user here. Roles give users permissions to see things within Passly. Being in a group will allow a user to have permissions to a vault. Being in the Vault Manager role will allow a user to administer vaults.
Organizations within Passly allow you to keep your customers as well as your organization separate. Each organization is a logically distinct group with its own users, vaults, scopes, and settings. Only administrators from the default or parent organization can create new organizations.
Use this feature to securely synchronize the users, groups and devices that you currently manage with your existing directory infrastructure and make them available for use in the cloud through Passly’s Universal Directory.
The Password Server performs multiple functions such as storing passwords in individual vaults, communicating with agents, facilitating import of passwords and helping to set expiration reminders.
You can view expired passwords here.
A vault is a container for storing and organizing your passwords within Passly Password Server . Vaults contain folders, and folders contain passwords. You can have many vaults, and you can organize them by company, department or by type of password. You will need to create at least one vault before creating passwords.
You can set password policies for new vaults in an organization here. A default policy is already created for you.
Agents are software apps that communicate with Password Server to synchronize the passwords stored in vaults with the passwords stored on the machines based on the vault policy. Agents constantly wait for messages to come from Passly Web. They listen to the Password Server all the time. Every day, the Password Server makes sure that all synchronized password records are still in sync with respective user accounts.
You can either import passwords here from other third-party password servers, such as LastPass or migrate passwords from your AuthAnvil on-premise server to on-demand server.
Just In Time 2FA
Just in Time 2FA allows users to reserve a time where they can log into another user’s machine.
You can share a common username on a short-term basis here. For example, you can allow multiple users to use a common username such as Administrator or Admin. You do not have to tie this to just one user’s access or token.
The Authentication Manager facilitates adding of authentication agents, viewing of user logs and collects information about operations performed by Passly APIs.
You can add authentication agents or clients or both for their further installation here.
You can view Passly user logs here. User logs reveal details such as user activity, timestamp, location etc.
API Explorer lists APIs that Passly uses. The paths and parameters of Passly’s APIs are exposed here so that third parties and other Kaseya products can connect their software to Passly.
The Policy Manager manages two types of policies. They are authentication policies and provisioning policies.
You can create an authentication policy here. This authentication policy decides what happens with the user when they login. For example, should the user use 2FA.
You can create a provisioning policy here. A provisioning policy is a policy that dictates how Passly will onboard a new user when the user is added to the system.
The SSO Manager manages both a list of applications that interact with Passly for the SSO process and workflow requests that might be specific to certain websites.
The Application Library lists applications that interact with Passly through the single sign-on process. Once they are successfully added to the library, they will also be accessible from the Launchpad.
For sites that do not support SSO, you can request for the creation of an automated credential login on a specific website.
The License Manager manages the number of Passly licenses that are in use currently, Additionally, it helps you with control over the number of people within organizations currently having access through Passly.
You can allocate and view the details of licenses that are in use by the people within your organizations for granting Passly access here.
Help & Support
You can navigate to Passly’s documentation and support details from here.
See above for the same menu item.
Help & Feedback
This will take you to Passly’s user documentation page.
Intercom Message Center
This is a place where you can see messages from Passly administrative staff. Important news updates are announced through this message center.