Online Help > Entries > Common Settings > Security Settings Online Help

Checkout system

2019-10-17

Description

 

The Checkout system locks an entry while it is being used or modified. It prevents users from using or editing an entry at the same time.

The checkout system can be enabled for sessions, documents, credentials, and information entries.

 

You can set the check out mode at the root, folder or entry level.

 

This feature is only available when using SQL Server or Devolutions Password Server data sources.

 

Checkout system overview

Learn more about checkout modes and setting check out on the root and folders

 

Use Manual Checkout mode

Configure Manual mode and avoid some common mistakes

 

Settings

 

To access the check out system, edit an entry that supports checkout, and navigate to the Security section.

 

Entry properties – Security – Checkout settings

Entry properties – Security – Checkout settings

 

Checkout mode

Checkout mode enables or disables the checkout system. It also decides how the checkout mode functions.

 

Checkout mode

Checkout mode

OPTION

DESCRIPTION

Root

Inherits the checkout mode setting from the root folder.

Not available

Disables the checkout system.

Automatic

Checks out an entry automatically when the entry is opened and automatically checks the entry in when the entry is closed. User can edit properties without checking out the entry.

Manual

Users need to check out the entry manually prior to opening or editing the entry. No action can be performed without checking out the entry.

Inherited

Inherits the check out mode from the parent folder.

Optional

Offers the option to check out an entry manually or use (open and edit) the entry without checking it out.

 

Checkout prompt

Checkout prompt sets if a user must enter a comment when they check out the entry. Administrators can monitor the comments through the logs available on the entry or Activity Logs.

 

Checkout required

Checkout required

 

OPTION

DESCRIPTION

Root

Uses the checkout prompt setting from the root folder.

True

Prompts the user for comment when they checkout an entry.

False

Removes the prompt for comment.

Inherited

Inherits the setting from a parent folder.

 

Root setting

The checkout system Root refer to the settings in the root folder.

 

To set the checkout system root settings:

 

1.Select the root folder in the Navigation Pane.
 

2.Click on the Root Settings button in the Dashboard.

 

Access the Root Settings

Access the Root Settings

 

3.In the root settings, navigate to the Security section.

 

Checkout system - Root Folder

Checkout system - Root Folder