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Folder

Description

Folders are used to organize your entries. You can set permission on folders to limit who can access the folder and what those users can do.

You can also set properties (e.g. Session Recording or Checkout mode) on the folder and then set child entries to inherit folder settings.

You can assign a folder type (e.g. Server) or use variables as a folder name (for more information, please consult the Variables topic).

Entry - Folder

Entry - Folder

Folder Properties

To decide how to access folder settings through properties or a specific folder properties button, the Show folder details/description option is available in the dashboard when a folder is selected.

1.Disable Show folder details/description: Use Folder Properties to edit folder settings and Properties to modify a selected entry.

2.Enable Show folder details/description: Use Properties to edit folder settings (The Folder Properties button is unavailable).

If the option Show folder details/description is unchecked (default setting), click Folder Properties to edit or view folder settings. Click Properties to edit the selected entry settings.

Dashboard for a selected folder - Show folder details/description disabled

Dashboard for a selected folder - Show folder details/description disabled

When the option Show folder details/description is checked, the Folder Properties button is unavailable. Click Properties to edit the selected folder instead of the entry.

Folder settings

Much of the information in folder properties is optional. Only include Credentials, Username or Password on the folder if you want to protect it. In most cases, leave the information blank (a).

Folder Properties

Folder Properties

You can set other settings on the folder. After set the entries within the folder to inherit the permissions.

Below is an example of a folder where the VPN is set at the folder level. All session entries within the folder inherit the VPN settings. The folder is also a Server type.

Example of VPN settings in Folder properties and an excerpt of the Navigation Pane to show the folder structure

Example of VPN settings in Folder properties and an excerpt of the Navigation Pane to show the folder structure

Another example is setting Permissions at the folder level to restrict access to sensitive information.

Permissions - Folder Properties

Permissions - Folder Properties

Folder Types

Multiple folder types are available. They have special icons to represent the type. You can access information from special entry types through variables: $FOLDERTYPE_variables$. For example, $COMPANY_variables$.

 

Company

Customer

Database

Device (router, switch firewall)

Domain

Folder

Identity

Printer

Server

Site

Software

Workstation

Database Folder

The Database folder provides a some of the functionality of the Database session. In properties, press the ellipsis button to select the data source and data provider. This will generate the connection string with the information you enter in the dialog.