---
updatedAt: 2026-07-16T20:54:09.000Z
---

# Secrets Safe: Configure | PS Pathfinder

## Prerequisite

Before you configure Secrets Safe, ensure you understand what Secrets Safe is and the benefits they provide, see [Secrets Safe: Overview](https://docs.beyondtrust.com/bips/v25.3/docs/pathfinder-secrets-safe).

## Assign the Secrets Safe feature to a group

Access to Secrets Safe is granted to users by assigning permissions for the Secrets Safe feature to a group in which the users are members.

1. Sign into **login.beyondtrust.io**.\
   The **BeyondTrust Home** page displays.

2. At the top right of the page, select your site from the drop-down.

3. Select the Password Safe container card.\
   The **Password Safe** page displays.

4. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Configuration**.\
   The **Configuration** page displays.

5. Under **Role Based Access** select **User Management**.\
   The **User Management** page displays.

6. Select the **Groups** tab.

7. Locate the group you want to assign the **Secrets Safe** feature to.

8. Click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> View Group Details**.\
   The **Group Details** page displays.

9. Under **Group Details**, select **Features**.

10. In the **Features** pane, select the **Secrets Safe** feature.

> ℹ️
>
> You can filter the list of features by **All Features** or **Disabled Features**, and **Feature Name** to quickly locate the **Secrets Safe** feature.

8. Click **Assign Permissions** above the grid:
9. Select the appropriate permissions:
   * Read-only
   * Full control (read and write) – users with full control can create safes
   * Disable permissions

Users who are members of the group are granted access to the Secrets Safe page. They must have read+ access in order to view safes.

## Create safe

Any user assigned the Secrets Safe feature with full control permissions can create safes. Users that create a safe are automatically granted the **Manage Safe** permission.

> ℹ️
>
> * By default, administrators do not automatically see all safes. They can only see safes they have **Read and Write** permission to. To view all safes, toggle **Show All Safes** to on. Safes they don’t have access to are greyed out.
> * The **Manage Safe** permission can be removed by other users with the same permission on that safe, or by BeyondInsight administrators.

To create a new safe:

1. Sign into **login.beyondtrust.io**.\
   The **BeyondTrust Home** page displays.
2. At the top right of the page, select your site from the drop-down.
3. Select the Password Safe container card.\
   The **Password Safe** page displays.
4. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Secrets Safe**.\
   The **Secrets Safe** page displays.
5. Under **Safes**, click **Create New Safe +**.
6. Enter a name for the safe.
7. Click **Create Safe**.

## Rename a safe

Users can rename safes that they own.

To rename a safe:

1. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Secrets Safe**.
2. Locate the safe in the **Safe** panel.
3. Click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> Rename**.
4. Enter a new name for the safe, and then click **Save Changes**.

## Delete a safe

Users can delete safes that they own.

To delete a safe:

1. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Secrets Safe**.
2. Locate the safe in the **Safe** panel.
3. Click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> Delete**.
4. Click **Delete** in the confirmation dialog.

> ℹ️
>
> Users must have the **Manage Safe** permission assigned to them directly, or to a group they’re a member of, to delete or rename a safe.

## Add users and groups to a safe, and assign permissions

Any user who is assigned the Manage Safe permission, either directly or through a group, can assign access and permissions to a safe. BeyondInsight administrators can always manage safe permissions regardless of their current access level.

1. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Secrets Safe**.
2. Locate the safe in the **Safe** panel.
3. Click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> Go to Advanced Details**.\
   The **Advanced Details** page displays. The **Access Management** grid displays users and groups already added to the safe.
4. Select **All Users & Groups** from the **Show** dropdown list:
   * For individual users or groups, click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> Assign Permissions**.
   * For multiple users or groups, check the boxes next to the user or group. Click **Assign Permissions** above the grid.

> ℹ️
>
> If the selected user/group has no permissions assigned, the bulk delete permissions button is not available

5. In the **Assign Permissions** panel, check the appropriate permissions. Permissions available are:
   * Read Secrets and Folders (Required) – this is assigned by default
   * Create Secrets and Folders
   * Update Secrets and Folders
   * Delete Secrets and Folders
   * Share Secrets
   * Manage Safe (selecting this permissions automatically checks all permissions).
6. If required, toggle **Set an expiration date** to on. Enter an expiry date and time. Expiration defaults to one week from the current date.

> ℹ️
>
> When an expiry occurs, expired permissions remain listed in the Access Management grid until a scheduled job, which runs at midnight, removes them.

7. If multiple users or groups are selected, you can remove them prior to saving by clicking **X** to the right of the user/group. If all users/groups are removed, the Assign Permissions side panel closes.
8. Click **Assign Permissions** to save selections.

## Manage folders

Users can organize their secrets into subfolders within a safe to make locating a secret more efficient.

### Create a folder

To create a new folder:

1. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Secrets Safe**.
2. Select a safe or one of its subfolders.
3. Click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> Create Folder**.
4. Enter a name for the folder.
5. Click **Create Folder**.

### Rename a folder

1. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Secrets Safe**.
2. Select a folder within a safe.
3. Click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> Rename**.
4. Enter a new name.
5. Click **Save Changes**.

### Delete a folder

1. From the left menu, click ![Secrets Safe icon](https://files.readme.io/05350398aa1c50ef01393d2cdd6ce19ea0794cf8cf34cd73b5c9ff6b7ea55a84-secrets-safe.png).\
   The **Secrets Safe** page displays.
2. Select a folder within a safe.
3. Click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> Delete**.
4. Click **Delete** on the confirmation message.

## Enhanced folder path support in search functionality

You can now use the **Path** filter to search for secrets by their full path location. To further refine your results, apply additional filters in the **Filter by** section, such as **Owner**, to narrow the scope based on specific criteria.

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        "Secrets interface showing filter options with \"Path\" selected and applied in the search bar."
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## Add Secrets to a safe or folder

Permissions are a combination of all permissions given to a user, as well as the permissions they inherit from the groups they belong to.

* Users with full permissions to a safe can create secrets in that safe or in any of the safe’s subfolders.
* Users and Groups with read access to a safe can be assigned ownership to a secret within that safe.
* Owners of a secret have update, share, and delete permissions to that secret.
* Users that own a secret in a safe they do not have read access to will not be able to access that secret.

### Add a secret

To add a secret:

1. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Secrets Safe**.
2. Select a safe or one of its subfolders.
3. In the **Secrets** pane, click **+ Add Secret**.
4. Select a secret type: [Add Credential](bi-cloud-secrets-safe#add-credential), [Add File](https://docs.beyondtrust.com/bips/docs/bi-cloud-secrets-safe#add-file), [Add Text](docbi-cloud-secrets-safe#add-text), or [Import Secrets](https://docs.beyondtrust.com/bips/docs/bi-cloud-secrets-safe#import-secrets).\
   The **Create New Secrets**  pane displays.
5. Fill out the information for each type of secret.

#### Add Credential

1. Enter a **Title**, **Description**, **Username**, and **URL** (if required).
2. Set the password:
   * Select **Manual Input** to manually enter a password.
   * Select **Auto Generate** and select a **Password Policy** from the list to have the password created based on the defined policy.
   * Click **Generate Password**.
3. Add a note if you require additional information to display for this credential other than its description. You can add **Notes** as a column when viewing the list of credentials in the grid, and you can also filter the grid by **Notes**.
4. Click **Create Secret**.

#### Add File

1. Enter a **Title**, **Description**, and **URL** (if required).
2. Drag the file into the **Upload File** box or click the box to navigate to a file to upload.
3. Click **Create Secret**.

> ℹ️
>
> There are no restrictions on file type; however, files must be 5MB or less.

#### Add text

1. Enter a **Title**, **Description**, and **URL** (if required).
2. Enter the body of the text.
3. Add a note if you require additional information to display for this credential other than its description. You can add **Notes** as a column when viewing the list of credentials in the grid, and you can also filter the grid by **Notes**.
4. Click **Create Secret**.

### Import secrets

1. Select a safe or one of its subfolders.
2. In the **Secrets** pane, click **+ Add Secret**.
3. If a confirmation dialog appears, click **Import Secrets**.
4. Drag the file into the **Import CSV File** box or click the box to navigate to a file to upload.
5. Select a folder or create a new folder to save the imported secret to.
6. Click **Import Secrets**.

#### Import requirements

* Import Secret file type must be CSV
* CSV import functionality is only available if Workforce Passwords is enabled for the user.
* Files must be 200KB or less.
* CSV files must contain the following:
  * CSV (comma is the only supported field separator)
  * Header row (the first row in the file is skipped and seconds are processed starting on line two
  * Eight columns are required (not all columns are used)
    * URL
    * Username
    * Password
    * TOTP (not used)
    * Extra (not used)
    * Name
    * Grouping (not used)
    * Fav (not used)

> ✅ Example
>
> CSV File - url,username,password,totp,extra,name,grouping,fav
>
> | URL                             | Username   | Password   | TOTP | Extra | Name        | Group | Favorite |
> | :------------------------------ | :--------- | :--------- | :--- | :---- | :---------- | :---- | :------- |
> | <https://www.testsite00001.com> | TestUser01 | password01 |      |       | TestName001 |       |          |
> | <https://www.testsite00002.com> | TestUser02 | password02 |      |       | TestName002 |       |          |

## View, copy, edit, and delete a secret

Users can view details for their safe’s secrets, such as who owns the secret, when the secret was created and modified, and the folder path for the secret. Users can also copy the username and password for a team secret so they may use it. Secret owners can edit the properties and delete secrets they own. Administrators are limited by their current access level. For example they cannot edit a secret that they are not the owner of if they do not have the update permission. However, administrators can manage user and group access to a safe to change permissions as needed. Any modifications to permissions are audited.

1. From the left menu, click ![Secrets Safe icon](https://files.readme.io/e21470b970da3ce55fd46b98c0c893df6361b2c7dc8df02dfb14ecb7704fe058-secrets-safe.png).\
   The **Secrets Safe** page displays.
2. Select a safe or one of its subfolders.
3. Locate the secret in the Secrets grid.
4. Click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) to the right of the secret in the **Secrets** grid. Each secret type, as indicated by its **Type** icon, has specific actions available from the options menu. Depending on your permissions:
   * For credential secrets, you can:
     * **Copy Username** to the clipboard
     * **Copy Password** to the clipboard
     * **Copy Notes** to the clipboard
     * **View Details** of the secret
     * **Edit Secret** - update information, and then click **Update Secret**
     * **Share Secret** - share the secret to one of the Safes in your Safes pane
     * **Remove Share** - unshare from the safe the secret was shared to
     * **Delete Secret** - click **Delete** in the confirmation message.
   * For file secrets, you can:
     * **Download File** locally
     * **Copy Notes** to the clipboard
     * **View Details** of the secret
     * **Edit Secret** - update information, and then click **Update Secret**
     * **Share Secret** - share the secret to one of the Safes in your Safes pane
     * **Remove Share** - unshare from the safe the secret was shared to
     * **Delete Secret** - click **Delete** in the confirmation message.
   * For text secrets, you can:
     * **Copy Text** to the clipboard
     * **Copy Notes** to the clipboard
     * **View Details** of the secret
     * **Edit Secret** - update information, and then click **Update Secret**
     * **Share Secret** - share the secret to one of the Safes in your Safes pane
     * **Remove Share** - unshare from the safe the secret was shared to
     * **Delete Secret** - click **Delete** in the confirmation message.
   * For imported secrets, you can:
     * **Copy Username** to the clipboard
     * **Copy Password** to the clipboard
     * **Copy Notes** to the clipboard
     * **View Details** of the secret
     * **Edit Secret** - update information, and then click **Update Secret**
     * **Share Secret** - share the secret to one of the Safes in your Safes pane
     * **Remove Share** - unshare from the safe the secret was shared to
     * **Delete Secret** - click **Delete** in the confirmation message.

## Share a link to the secret

Create and share a link to a secret.

* Access to Secrets Safe is required to share a URL to a secret.
* Users you are sending the URL to require permissions to the secret.
* You cannot create a direct link to secrets saved in the **Personal** folder.

To share a URL for a secret:

1. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Secrets Safe**.
2. Select a safe or one of its subfolders.
3. In the **Secrets** grid, click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> Copy Secret Link**.\
   The **Distributing a Secret Link** dialog box displays.
4. Click **OK**.\
   A cookie is saved.
5. Send the link to the users.
6. When the user clicks the link:
   * The **View Details** page displays for the secret if the user is already logged on to Secrets Safe.
   * The Secrets Safe logon page displays if the user is not logged on.
   * If the user cannot access Secrets Safe, an error notification displays and their dashboard opens.
   * The user can access Secrets Safe but not the safe where the linked secret exists. Their personal folder displays (or all secrets if they don't have Workforce Passwords enabled) and an error notification displays.

## Share a secret

Secrets can be shared between safes and folders. Shared secrets inherit the destination safe’s permissions. When secrets are shared, a shared icon displays in the type column in addition to the original type icon.

To share a secret:

1. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Secrets Safe**.
2. Select a safe or one of its subfolders.
3. In the **Secrets** grid, click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> Share Secret**.
4. The **Share to Folders** panel displays all safes and folders where you have the **Create** permission assigned.
5. Select a safe or folder.
6. Click **Share**. The secret displays in the secrets grid for the associated safe or folder.

> ℹ️
>
> Secrets can be shared from the Personal folder, however ownership is locked for secrets shared from a personal folder. You can see the owner’s name, but the Manage Ownership option is hidden.

## Remove a shared secret

You can remove a shared secret. The **Remove Share** option is only available on the original copy of a secret. If selected it removes all shared instances of that secret, while the original copy remains. This requires the **Share** permission to that secret or ownership of the secret.

Additionally, you can delete individual shared copies of a secret from the safe they were shared to. This is done by selecting the **Delete Share** option . This requires the **Delete** permission to that secret or ownership of the secret. You can bulk delete original secrets and shared copies at the same time with multi-select.

1. At the top left of the page, click ![Home menu icon](https://files.readme.io/8008765b74ecfb3975c6ad5d13f4705ec95477331afdfe9472f38b917fc0baf3-menu.png) **> Password Safe > Secrets Safe**.
2. Select a safe or one of its subfolders.
3. In the **Secrets** grid, click ![Ellipsis icon](https://files.readme.io/d2bc9c722920effce8dddffdbcb6267a0a2c306a684e8e45b33d3b1e183cf711-ellipsis.png) **> Remove Share**.
4. Click **Remove** on the confirmation message.

> ℹ️
>
> Shared secrets cannot be moved. When editing a shared instance of the secret the option to move that secret is not available.

## Move Secrets and Folders

You are able to move secrets within the same safe or different safe.

## Summary

When you use the Move Secrets feature the following items are available:

* When you move a folder, it moves all child items (secrets and subfolders) to the destination location

> ℹ️
>
> Bulk moving folders is not available

* You can move secrets and folders in and out of the logged in user’s personal folder
* Secrets can be moved individually or in bulk

### Required permissions

#### Move within the same safe

You must have the **Update Secrets and Folders** permission on the source safe. If you do not have this permission enabled, you can move secrets as long as you have the ownership of all selected secrets. This is the only required permission if you are moving secrets to a different location to the same safe.

#### Move to a different safe

You must have the **Create Secrets and Folders** permission in addition to the permissions listed on move within the same safe on the destination safe.

## Bulk Move

There is a bulk move option if you have multiple secrets to move.

A **Move Secrets** button exists and appears when up to 200 secrets are selected. If more than 200 secrets are selected, the button disappears.

> ✅ Tip
>
> If you have more than 200 secrets to move, you can do one of the following:
>
> * Move secrets in batches
> * Move the entire folder containing the secrets

The **Bulk Move** button only appears if you either **Update Secrets and Folders** permission on the safe or ownership of all selected secrets. If you do not have the **Update Secrets and Folders** permission and you select a secret without being an owner of it, the button disappears. The button reappears once non-owned secrets are deselected.

## Move secrets

To move secrets, do the following:

1. Select the secrets in the list you want to move.

2. Click the **Move Secrets** button. ![Button icon](https://files.readme.io/9fa1dd6ec3c2ad6963070887f04bff68c85ecbb0253f10f52e11ceb4a685ca6b-image.png)\
   A side panel displays as a filtered list. The source safe and those that have that the **Create Secrets and Folders** permission are shown.

3. If you are moving secrets to a different safe, the following warning message displays: \_\
   When moving to a different safe, permissions to folders and secrets may change\_.\
   If you are moving shared secrets, then the following message displays: *The secrets being moved contains shared secrets which cannot be moved to other safes*.

4. Click **Move**.\
   A **Moving Secrets** dialog box displays.

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5. From the **Moving Secrets** dialog box, you can do the following:
   * **Stop the process**- Causes no secrets to be moved
   * **Rename the secret**- Renaming a secret causes any secret with a naming conflict to automatically be renamed. You can also do nothing, however secrets that have a naming conflict are skipped and not moved.
   * **Do nothing with that secret**- There are no naming conflicts, and you can move the secret as it is.

> ℹ️
>
> Once you select a shared secret to move, it is filtered in the list and only shows a source safe. The reason is secrets being moved contain shared secrets which cannot be moved to other safes, you cannot move a shared secret outside of the safe.

6. Click **Continue**.
7. If you want to see the results of the move, click **View Results**.\
   A **Move Secrets Results** dialog box displays with the number of secrets moved.
8. Click **OK**.

## Move folders

To move a folder, do the following steps:

1. In the **Secrets** grid, right-click the sub-folder and select **Move Folder**.

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   <br />

> ℹ️
>
> Shared secrets cannot be moved between safes.  They may only be moved in the same safe.
>
> If a shared secret is selected when the move secret button is pressed the only destinations available will the the source safe (or personal folder if shared secret was there) and it’s child folders.
>
> If a folder move is attempted and it contains shared secrets, the following dialog box displays:

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If a folder move is attempted and it contains shared secrets the folders cannot be promoted to safes via a move process.

2. Select the destination folder in the list.

3. Click **Move**.\
   The **Moving Folders** dialog box displays.

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4. From the **Moving Folders** dialog box, select any one of the options:
   * **Stop the process**- Causes no folders to be moved
   * **Rename the folder**-Renames the folder to avoid naming conflicts.
     > ℹ️
     >
     > Safes do not have a **Move Folder** menu. Safes cannot be demoted from a safe to subfolder of another safe.
5. Click **Continue**.

### Summary for moving folders

When you move folders, the following rules apply:

* Folders can’t be moved if they contain a shared secret.  The move fails until all shared secrets are deleted.
* You cannot exceed a maximum folder depth of 6
* Safes cannot be moved or demoted to subfolders
* Folders cannot be promoted to safes
* You can move folders and secrets in and out of personal folders

## Update to table column

The **URL** column in the Secrets table now adds a hyperlinked address. If you click the hyperlink, it opens the URL in a new tab in your browser.

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### Updated Secret Management visibility

Secret records now track the last time the secret’s value is modified. This timestamp is stored separately from other metadata changes, such as updates to **names**, **descriptions**, or **permissions**. By distinguishing value changes from general record updates, administrators gain clearer insight into how recently a secret value is refreshed. This information helps administrators identify secrets that may require rotation and maintain stronger security hygiene across the environment.