User profiles or policies can be defined for a user or a user group. You may create multiple policies depending on the level of access you wish to grant. For example, you may want to set up restricted location-based access for remote users or restrict external users from accessing assets outside their working hours. This section will help you define required user access policies.
The system provides a Default User Access Policy which is applied to all new users added to the system via automated discovery via Active Directory or when added manually. You can update any policy type as a Default Policy.
The below table provides details about setting up policies for a user or a group of users while logging into the system and accessing functionalities of the system. Policies can be based on a combination of parameters or just individual parameters. At any point, only one policy can be enforced for a user.
Parameter
Description
Configuration
Restriction
Use this setting when you want to restrict user access to the system on a specific day.
One Time
Week basis
Day basis
Month basis
Schedule time
Restriction to be applied based on time of the day. This policy must be activated if you want to restrict a user from accessing any password or session using the solution within a certain time.
Any
Specific time
IP segment
Select this option to enable restrictions based on IP Segments. You can add more IP Segments from here.
Any
Specific time
Session
Use this configuration to disable session recordings for users, disable live viewing of sessions, disable session termination, disable live view, disable session metadata, or disable session collaboration with other users.
By default, all configurations are enabled for this section.
Session recording
Live view
Session terminates
Session collaboration
Session metadata
Max session duration
Enabling this feature will set a max session duration limit for all sessions initiated by the user.
Days, Hours, Minutes
MFA type
Select this section to apply the default Multi-Factor Authentication type. You can configure MFA in the system here.
App OTP
SMS OTP
Email OTP
Vasco Token
RSA SecureID
Okta OTP/ Push
OneLogin OTP/ Push
Duo/ Push
Generic RADIUS
Google Authenticator
Microsoft Authenticator
FIDO2
Concurrency
You can set the default concurrency of user login with this option.
1-99 concurrent user logins
Authentication
Use this configuration to make the authentication easier and faster. Enforce MFA for every new session to route access via a designated jump server and allow RDP direct
Adaptive authentication
Enforce MFA for New Session
Enforce access via the jump server
RDP redirect
Session Banner
This configuration is used to display a message when you take a session
Text
Access Request Scope
Use this setting when you would like to restrict the accounts only to mapped accounts when requesting Access via workflow
All Accounts
As per Active Mapping
As per Active Mapping (Named Accounts)
Password Security
Use this setting to change the password of the account after every session
Enforce rotation after every session
Exclude Account(s)
Update Password Scope
Use this setting when you would like to restrict the accounts only to entitled accounts when requesting for password change
Do not allow
Allow for named accounts in entitlement
Allow for all accounts in entitlement
Upload File Size
Use this setting to specify the file size to be uploaded. To upload a file without any size limit, select the “No Limit” checkbox of the Upload File Size option. If any value is entered in the Upload File Size field, the system will show an error if the file size exceeds the mentioned value.
No Limit
Predefined file size
Download File Size
Use this setting to specify the file size to be downloaded. To download the file without any size limit, select the “No Limit” checkbox of the Download File Size option. If any value is entered in the Download File Size field, the system will show an error if the file size exceeds the mentioned value.
No Limit
Predefined file size
Adding a new policy
You can add a new policy by navigating to the "Policies" tab on the navigation bar at the top. You can then select 'User Access Policy' from the sidebar. Policies can be based on time-based restrictions, schedule, location, IP Address, session duration, etc.
Editing an existing policy
To edit any existing policy parameters, select the policy name and edit the desired parameter. The system, by default, installs a default policy. This can be toggled to update policy from the User Access Policy Page and update the Default policy flag.
Providing access permissions
You can define clipboard and file-sharing permission based on an access type and user access policy. For example, if you want to allow only internal users to copy files on an RDP session and restrict copy file permission for external, apply respective permissions for each user based on a policy. To apply for access permission for a user policy, follow the steps below:
Navigate to the policy option and select the user access policy from the sidebar.
Select the policy on which you want permission and click theicon.
Click Manage Permissions.
A new page will appear in front of you with available access types configured in the system. Select the access permission list as Allow File Download, Allow File Upload, Allow Clipboard, and Disable Access for the respective access type.
Click the Save button, and your policy will have those access permissions you checked on.
Setting default policy
You can set the policy as default by clicking on any of the 'Set as Default' options, which will automatically convert it into a default policy.
Viewing linked users
You can check the list of users assigned to a particular policy. This highlight will help you to get a consolidated view of users with the same policy. In addition, you will get information such as the Authentication Type, Department, Manager, and Status of the user.
To view the list of linked users, follow the steps below:
Navigate to the policy option and select the user access policy from the sidebar.
Select the policy on which you want permissions and click the Actions icon.
Click on the Linked Users option from the drop-down list.
A new page will appear in front of you with a list of users linked with the policy.
