# 🔎 Overview

## Introduction

The Soffid 3 reference guide wants to present all the functionality contained in version 3 of the Soffid Console, explaining the functionality of all the screens and the functionality of each of them.

The documentation is organized as the options menu of Soffid Console, to try to facilitate access and comprehension of the information.

For each screen we try to define the following attributes:

- **Description**: a brief description of the screen functionality.
- **Screen overview**: an overview of the functionality.
- **Related objects**: list of the related objects and a link to view the object documentation.
- **Custom attributes**: attributes of the screen and the associated functionality.
- **Actions**: operations that the users could perform on the page.

## Functionality

### Self-service portal

Soffid Console provides the Self-Service Portal, where the **end-users** can consult or change their credentials, request new permissions or access to applications, manage their profile, or launch applications. All from a single point of entry.

Another purpose of the Self-Service Portal is to reduce the workload of the **IT department**, as well as improve the overall security of the IT system.

<table border="0" id="bkmrk-sync-server-monitori" style="height: 142.9px; width: 15.3749%; border-collapse: collapse; border-style: hidden;"><tbody><tr style="height: 71.45px;"><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[My tasks](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/my-tasks "My tasks")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[My applications](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/my-applications)</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[My request](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/my-requests "My requests")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded; height: 13px;"><tbody><tr style="height: 13px;"><td class="align-center" style="width: 100%; height: 13px;">[Process search](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/process-search "Process Search")</td></tr></tbody></table>

</td></tr><tr style="height: 71.45px;"><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[My accounts](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/my-accounts-10h "My accounts")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[My OTP devices](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/my-otp-devices "My accounts")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[My certificates and FIDO tokens](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/my-certificates-and-fido-tokens "My accounts")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;">  
</td></tr></tbody></table>

### Global settings

Global settings refer to configuration options or preferences that apply to the entire system. These settings are typically established by administrators or developers and are used to define the behavior and functionality of the system.

<table border="0" id="bkmrk-tenant-plugins-look-" style="height: 142.9px; width: 15.3749%; border-collapse: collapse; border-style: hidden;"><tbody><tr style="height: 71.45px;"><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Tenant](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/tenants "Tenants")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Plugins](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/plugins "Plugins")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Look &amp;Feel](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/look-feel "Look & feel")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded; height: 13px;"><tbody><tr style="height: 13px;"><td class="align-center" style="width: 100%; height: 13px;">[Soffid parameters](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/soffid-parameters "Soffid parameters")</td></tr></tbody></table>

</td></tr><tr style="height: 71.45px;"><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[User Type](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/user-type "User Type")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Group Type](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/group-type "Group Type")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Metadata](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/metadata "Metadata")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 71.45px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Configuration wizard](https://bookstack.soffid.com/books/configuration-wizard "Metadata")</td></tr></tbody></table>

</td></tr><tr style="height: 71.45px;"><td style="width: 202.25px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Export settings &amp; objects](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/export-settings-and-objects)</td></tr></tbody></table>

</td><td style="width: 202.25px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Import settings &amp; objects](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/import-settings-and-objects)  
</td></tr></tbody></table>

</td><td style="width: 202.25px; border-style: hidden;">  
</td><td style="width: 202.25px; border-style: hidden;">  
</td></tr></tbody></table>

### Security settings

<table border="0" id="bkmrk-smart-engine-setting" style="height: 217px; width: 15.3749%; border-collapse: collapse; border-style: hidden;"><tbody><tr style="height: 29px;"><td style="width: 202.25px; height: 29px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Authorizations](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/authorizations "Authorizations")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Authentication](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/authentication "Authentication")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Password policies](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/password-policies "Password policies")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded; height: 13px;"><tbody><tr style="height: 13px;"><td class="align-center" style="width: 100%; height: 13px;">[Configure PAM sessions](https://bookstack.soffid.com/books/pam-install-config/page/configure-pam-session-servers "Configure PAM session servers")</td></tr></tbody></table>

</td></tr><tr style="height: 29px;"><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[PAM Rules](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/pam-rules "PAM Rules")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[PAM Policies](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/pam-policies "PAM Policies")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;">  
</td><td style="width: 202.25px; height: 29px; border-style: hidden;">  
</td></tr></tbody></table>

### Resources management

<table border="0" id="bkmrk-users-groups-account" style="height: 58px; width: 15.3749%; border-collapse: collapse; border-style: hidden;"><tbody><tr style="height: 29px;"><td style="width: 202.25px; height: 29px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Users](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/users "Users")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Groups](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/groups "Groups")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Accounts](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/accounts "Accounts")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded; height: 13px;"><tbody><tr style="height: 13px;"><td class="align-center" style="width: 100%; height: 13px;">[Roles](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/roles "Roles")</td></tr></tbody></table>

</td></tr><tr style="height: 29px;"><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Informations Systems](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/information-systems "Information systems")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Role assignment rules](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/role-assignment-rules "Role assignment rules")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Segregation of Duties](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/segregation-of-duties "Segregation of Duties")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Networks](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/networks "Networks")</td></tr></tbody></table>

</td></tr><tr><td style="width: 202.25px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Hosts](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/hosts "Hosts")</td></tr></tbody></table>

</td><td style="width: 202.25px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Printers](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/printers "Printers")</td></tr></tbody></table>

</td><td style="width: 202.25px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Mail Domains](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/mail-domains "Mail Domains")</td></tr></tbody></table>

</td><td style="width: 202.25px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Mail List](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/mail-list "Mail List")</td></tr></tbody></table>

</td></tr><tr><td style="width: 202.25px; border-style: hidden;"><table border="1" style="height: 29px; width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr style="height: 29px;"><td class="align-center" style="width: 100%; height: 29px;">[Application access tree](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/application-access-tree "Application access tree")</td></tr></tbody></table>

</td><td style="width: 202.25px; border-style: hidden;"><table border="1" style="height: 29px; width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr style="height: 29px;"><td class="align-center" style="width: 100%; height: 29px;">[Password vault](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/password-vault "Password vault")</td></tr></tbody></table>

</td><td style="width: 202.25px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Custom objects](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/custom-objects "Custom objects")</td></tr></tbody></table>

</td><td style="width: 202.25px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Network discovery](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/network-discovery "Network discovery")</td></tr></tbody></table>

</td></tr></tbody></table>

### Integration engine

<table border="0" id="bkmrk-smart-engine-setting-0" style="height: 217px; width: 15.3749%; border-collapse: collapse; border-style: hidden;"><tbody><tr style="height: 29px;"><td style="width: 202.25px; height: 29px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Smart engine settings](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/smart-engine-settings "Smart engine settings")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Agents](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/agents "Agents")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Synchronization servers](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/synchronization-servers "Synchronization servers")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded; height: 13px;"><tbody><tr style="height: 13px;"><td class="align-center" style="width: 100%; height: 13px;">[Account naming rules](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/account-naming-rules "Account naming rules")</td></tr></tbody></table>

</td></tr><tr style="height: 29px;"><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Attribute translation tables](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/account-naming-rules "Account naming rules")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Soffid Objects](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/soffid-objects)</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Sample scripts](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/sample-scripts "Sample scripts")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Utility classes](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/utility-classes "Utility classes")</td></tr></tbody></table>

</td></tr></tbody></table>

### Monitoring and reporting

<table border="0" id="bkmrk-sync-server-monitori-0" style="height: 217px; width: 15.3749%; border-collapse: collapse; border-style: hidden;"><tbody><tr style="height: 29px;"><td style="width: 202.25px; height: 29px; border-style: hidden;"><table border="1" style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Sync server monitoring](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/sync-server-monitoring "Sync server monitoring")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Scheduled task](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/scheduled-tasks "Schedule tasks")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Scheduled jobs](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/scheduled-jobs "Scheduled jobs")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Audit](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/audit "Audit")</td></tr></tbody></table>

</td></tr><tr style="height: 29px;"><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Access logs](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/access-logs "Access logs")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Sessions](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/sessions "Sessions")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Console log](https://bookstack.soffid.com/books/soffid-3-reference-guide/page/console-log "Console log")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;">  
</td></tr><tr style="height: 29px;"><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td class="align-center" style="width: 100%;">[Privileged accounts dashboard](https://bookstack.soffid.com/books/pam-monitoring/page/privileged-accounts-dashboard "Privileged accounts dashboard")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;"><table style="width: 100%; border-collapse: collapse; background-color: #eaeded;"><tbody><tr><td style="width: 100%;">[Search in PAM recordings](https://bookstack.soffid.com/books/pam-monitoring/page/search-in-pam-recordings "Search in PAM recordings")</td></tr></tbody></table>

</td><td style="width: 202.25px; height: 29px; border-style: hidden;">  
</td><td style="width: 202.25px; height: 29px; border-style: hidden;">  
</td></tr></tbody></table>