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CA Privileged Access Manager - 2.8.2
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Credential Manager User Interface

Last update November 2, 2016

The Credential Manager UI provides access to Credential Manager functions.

To access the Credential Manager UI, select Policy, Manage Passwords from the CA Privileged Access Manager UI.

Set Credential Manager UI Preferences

The GUI provides configurable display options to enable individual users to customize GUI elements. Also, an administrator can define the initial preferences of a user. See Customize the Global Default Preferences.

You can modify the following display options:

  • Time Zone Region: The country or time zone-specific region
  • Time Zone: The localized time zone or the offset from Greenwich Mean Time (GMT)
  • List Page Size: The number of entries that are displayed per page in a list
  • Home Page: The start page for the GUI

These options are configured on the Preferences page. The Preferences page also displays the date and time for both the user specified time zone and the CA Privileged Access Manager appliance.

Modifications do not take effect until the next login session.

Set Your Time Zone

You can customize how Credential Manager displays dates and times in the GUI. Dates are stored in UTC, but can be displayed in the GUI in the specified time zone for the user. Selecting a custom time zone can only be done through the GUI.

Follow these steps:

  1. Select Policy, Manage Passwords.
  2. Click the Preferences link in the top right corner of the title bar. The User Preferences pop-up window appears.
  3. Select an entry in the Time Zone Region list box.
  4. Select an entry in the Time Zone list box.
  5. Click Save.

Modifications do not take effect until the next login session.

Set a List Size

Credential Manager data such as accounts and password requests appear in lists in the GUI. You can specify the number of list entries per page that appear in the GUI.

Follow these steps:

  1. Select Policy, Manage Passwords.
  2. Click the Preferences link in the top right corner of the title bar. The User Preferences pop-up window appears.
  3. Enter an integer value for the number of list entries per page.
  4. Click Save.

Set Your Start Page

To configure the home page for Credential Manager, you can optionally select a start page from the User Preferences window. Depending on the permissions that are assigned to a role, the dashboard might not appear upon login.

Follow these steps:

  1. Select Policy, Manage Passwords.
  2. Click the Preferences link in the top right corner of the title bar. The User Preferences pop-up window appears.
  3. Select the start page from the Home Page list box.
  4. Click Save.

Customize Your Dashboard

The dashboard provides a set of predefined metrics to help monitor system activity. Credential Manager lets you modify the default offerings. You can add, remove, and reposition list items, and you can set display thresholds. Changes that you make apply only to the account you are logged in to.

Also, an administrator can define an initial dashboard for the user. See Customize the Global Dashboard.

Follow these steps:

  1. Select Policy, Manage Passwords.
  2. Click the Dashboard tab. If you are logging on to Credential Manager for the first time after an installation, an empty Dashboard Summary appears.
  3. To edit the default Dashboard settings, click the Gear icon in the top right corner of the Dashboard Summary. The Dashboard Settings window appears.
  4. To add a new item to the Dashboard Summary, click the Plus icon. Select an entry from the list of dashboard items available to add. Click Add.
  5. To remove an entry from the Dashboard Summary, click the Remove icon on the row and click Save. The Remove icon is a yellow X.
  6. To reposition a list item, drag-and-drop the item to the desired location or click the Up or the Down icon at the end of the row. Click Save.
  7. To set a threshold limit that activates a warning icon in the Dashboard Summary, enter a value in the Threshold field. For example, if you set a threshold value of 5 for Passwords Not Verified and the number of unverified passwords reaches 5 or more, a warning icon appears in the Dashboard Summary page.
  8. To reset your dashboard to the global settings, click Restore Defaults.

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