Accounts

Description

An account is the way a user is presented on a target system. There can be user accounts as well as system-purpose accounts.

An account belongs to a system and that account can have specific permissions assigned to it. An account must have defined the account type, that is if the account is a single user, privileged, shared or unmanaged. The password policy is also mandatory to create an account.

It is allowed to set a password for an account, which can be a generated password by the system, or a password set by the administrator user. That password must comply with the password policies defined. When the account is unmanaged, if the password change, it will not be sent to the target system.

Screen overview

&&TODO&&

Related objects

An account is related, in Soffid, to other objects:

User: users related to this account.
Groups: groups to which the account belongs.
Roles: the permissions that this account has associated with the system in which it is used. They can be assigned or revoked by users with administrator privileges.
System: the environment in which that account is used (AD, Exchange, etc).

Standard attributes

Basic

On the basic account tab, you can view all the account attributes. It is allowed to add new accounts, update or delete existing accounts and other options.

Commons attibutes

System: target system in which the account is registered.
Name: account name, as used by the target system.
Description: plain text with information about the account.
Type: there are four kinds of accounts:
- Single user account: accounts should normally be user accounts and belong to exactly one user. We can see user accounts on user management screen, and will mostly be created by Soffid.
- Shared accounts: these accounts are shared among multiple users. They have an access control list to prevent unauthorized usage. Will be granted to users, groups or roles. Passwords on shared accounts might be set by operators or by the user. It depends on the password policy definition.
- High privilege accounts: shared among users, but only one user possesses it at one time. Through self-service portal, a high privilege account owner can check-in and check-out them. Will be granted to users, groups or roles. Passwords on these accounts will be set only by the user using the self-service portal. The user can set it for a period of time. After that, the system will change the password by a temporary one.
- Unmanaged accounts: ignored by Soffid. They can be populated based on existing system accounts.
Status:
- Enabled: the account can be used by the user. Soffid engine will disable it when the user does not match the access requirement policy.
- Manually enabled: the account can be used by the user. Soffid engine will keep it enabled, even when the user does not match the access requirement policy.
- Disabled: the account cannot be used by the user. Soffid engine will enable it when the user does matches the access requirement policy.
- Manually enabled: the account cannot be used by the user. Soffid engine will keep it disabled, even when the user matches the access requirement policy.
- Removed: the account no longer exists in the target system, but its image is kept in Soffid for audit purposes.
- Locked: the account is locked when a user tries to access with a fail password too many times (5 times). The account will be enabled in a specific period of time (5 minutes).
Password policy: the policy applied to this account. It is mandatory select a password policy. You can see more information on the Password policies page.

Owners, Managers and SSO users

Specify the list of users authorised to use this account. For accounts of type "single user", only one user can be specified. Other accounts can have more than one user. The users that can use this account can be specified either directly, by entering the user name, or indirectly, by entering a group or role name. In the latest, any user having that group or role will automatically be entitled to use this account.

There are three access level for each account and user:

SSO User: can use it by means of the SSO or PAM engines.
Manager: can use it, and set or query the password, depending on the password policy restriction.
Owner: can use it, set or query the password, or modify the access control list.

Password vault

Vault folder: personal or shared folder, depending on the account type, in which account data are stored.
Inherit new permissions: determines if the account will inherit the permissions granted to the folder that contains it.

Launch properties

&&TODO&& ¿Qué son estas propiedades?

Audit infomration

Created on: account creation date.
Last login: last registered access.
Last updated: last modified.
Last password set: date of last password change.
Password expiration: password expiry date.
In use by: account owner
Password synchronization.

System properties

SSH Private key: private key that establishes trust to be able to access the system without requiring a password.
SSH Public key: public key that establishes trust to be able to access the system without requiring a password.

Roles

A role is a collection of permissions that can be granted.

On the roles tab, you can view the roles assigned to the account, it is shown information about the role name, description, application or start (and, if proceed, end) date of the role assignment.

You can also assign roles to the account, you can click the add symbol (+), select the role that you want assign, depends on the role you must fill the scope, and finally set memberships properties.

It is also possible to revoke roles to the account from the entitlement details or by selecting one or more records from the list and clicking the button with the subtraction symbol (-).

By clicking on a record, it is shown the detail role assignment information.

Additionally you can download a CSV file with the roles information and you can also upload a CSV file to assign or revoke roles.

Effective roles

Hierarchy of permissions assigned to or inherited.

This screen details the effective roles for the selected account. ~~Those that are directly assigned or those that are inherited.~~

By direct assignment of the role: when you assign a role to an account, you are assigning to the ~~user~~account all the permissions defined for that role.
By belonging to a group: when you add a user to a group, the users will have all the roles assigned to the ~~group ¿Esto puede ocurrir?~~group.
By rules defined in the system: when a rule is satisfied for a user, the system assign the roles defined in the rule to the user.

Actions

Account query actions

Query	Allows yu to query accounts through different search systems, Quick, Basic and Advanced.
Add or remove columns	Allows you to show and hide columns in the table.
Add new	Allows you to create a new account in the system.
Delete	Allow you to remove one or more accounts.
Download CSV file	Allows you to download a csv file with the basic information of all accounts.
Bulk actions	Allows massive operations to be performed on all system accounts. With that operation, updates can be made to any of the account's parameters.

Account detail actions

Apply changes	Allow you to create a new account or to update an exist account.
Delete	Allow you to remove the account.
Undo	Allows you to quit without applying any changes.
Set password	Allows you to set a new password to the account. It can be a system generated or manually generated password. If an account is unmanaged, password will not be sent to the target system.
Show actual account properties	Display the account attributes at the target system. To perform that action, Soffid needs to connect with the target system and get the account attributes that will be shown.

Roles

Assign Role	Allows you to assign a new role to the account.
Revoke Role	Allows you to revoke one or more roles to the account.
Import	Allows you to upload a CSV file with the información about account roles, to assign or revoke that roles.
Download CSV file	Allows you to download a CSV file with all the information about account roles.