Requests tab | PS Cloud

What is the Requests tab?

The Requests tab displays for users who have been assigned the Requestors role for any managed systems in Password Safe.

How is it useful?

From this grid, you can view all of your requests. You can view a complete history of each request, allowing you to track progress and review statuses without extra navigation.

How do I access the Requests tab?

1. Use a browser to sign in to your BeyondInsight/Password Safe URL.
   This URL is provided in the BeyondTrust welcome email and includes your site URL followed by /login.
2. From the left menu, click .
   The Password Safe home page displays.
3. Click the Requests tab.
   The Requests grid displays.

The Requests tab

1. Use filters to refine results.
2. Requests grid.

View request details

To filter by approved and pending requests and view the request details:

1. Click to the right of the request.
2. Select View Request Details.

Check in a request

To check in a request:

1. Click to the right of the request.
2. Select Check-in Request.
3. Select Check-in Request.
   A progress bar displays. When it completes loading, the user is notified that the request was checked in successfully.

Initiate secure sessions with enhanced Requestor workflow

Retrieve a password

Using a configuration that requires requests to be approved by a designated approver adds accountability and strengthens security. This setup ensures that no one person has full control over managed account passwords. You can initiate a session (RDP or SSH) or retrieve a password directly without opening the Request Details panel. This allows you to streamline the workflow while security protocols are maintained.

To retrieve a password, do the following:

1. From Password Safe Home page, click the Requests tab.

2. From the Requests tab, select a request in the table.

3. Right-click the ellipsis, and click Retrieve Password.

   

4. The Retrieve Password dialog box displays.

   

5. Copy the password and then click Close Window.

Create a RDP session

1. From Password Safe Home page, click Requests.

2. From the Requests tab, select a request in the table.

3. Right-click the ellipsis, and click Start Session.

   

4. From the Advanced Request Options dialog box, verify the settings.

5. Click Start Session.

ℹ️

Password Safe users must be assigned the Requestor or Approver role, or both.

For more information on this configuration, see:

• Retrieve a password
• Retrieve a password using Quick Launch