Using the Delinea Platform Interface

The platform's user interface is designed to make all platform functions highly visible and readily accessible.

Most features that were previously under Administration now appear under Settings.

Primary Left Navigation Menu

The options available in the left navigation menu vary depending on the services you subscribe to.

• Home: Set up your platform, open your applications, and browse learning resources

• Secret Server The Delinea secrets vault. Delinea Secret Server is an enterprise-grade secrets storage vault for securely storing, managing, and controlling access to privileged credentials and other sensitive data. See Secret Server on Platform, Secret Server Cloud (SSC), and Secret Server on Premises (SSOP) for distinctions.: See your secrets A piece of information that is stored and managed in the Delinea Secret Server vault. Typical secrets include privileged passwords on routers, servers, applications, and devices. Files can also be stored in secrets, such as private key files, SSL certificates, license keys, network documentation, Microsoft Word or Excel documents, and more. Secrets are derived from secret templates. in various categories: all, favorites, most used, recently used, quick access, and recent folders

• Inventory: See and manage every computer in your network at a glance

• Insights: Session review, audit A record of actions that are typically user initiated but may also include some system actions. An audit is designed for consumption by users - mainly security overseers like SecOps and CISOs. logs A record of background events typically related to systems, performance, outages, etc. A log is typically consumed by IT/Ops to help them ensure that things are running optimally and delivered according to the appropriate SLA., Secret Server The Delinea secrets vault. Delinea Secret Server is an enterprise-grade secrets storage vault for securely storing, managing, and controlling access to privileged credentials and other sensitive data. See Secret Server on Platform, Secret Server Cloud (SSC), and Secret Server on Premises (SSOP) for distinctions. reporting, behavioral analytics

• Discovery: Charts and logs A record of background events typically related to systems, performance, outages, etc. A log is typically consumed by IT/Ops to help them ensure that things are running optimally and delivered according to the appropriate SLA. about your platform environment

• Policies: Fast access to all privilege control policies

• Identity Identity is the process of identifying a particular user, usually by providing a name, email address, phone number, or username. This is the process of someone saying that they are a certain person. Posture: Monitor the status of all applications compared to best practices

• Threat Center: Configure rules to detect threats that trigger administrator actions

• Access: Manage users, groups, roles, and identity policies An identity policy determines whether and when a Delinea Platform user is presented with the challenges specified in the associated authentication profile.

• Marketplace The Delinea Platform Marketplace is an integration ecosystem for shared services where you can find applications, scripts, utilities, and other software that you can use with the Delinea Platform. By default, the Admin User role has access to Marketplace and they can control Marketplace access permissions for users.: A one-stop shop for applications, integrations, downloads

• Inbox: Notifications, system alerts, and requests

• Settings: Administrator controls for platform setup, Secret Server The Delinea secrets vault. Delinea Secret Server is an enterprise-grade secrets storage vault for securely storing, managing, and controlling access to privileged credentials and other sensitive data. See Secret Server on Platform, Secret Server Cloud (SSC), and Secret Server on Premises (SSOP) for distinctions., connection points, directory integrations, MFA Multi-factor Authentication (MFA) adds an extra layer of security by requiring users to prove their identity using two or more different factors, such as something they know (like a password), something they have (like a phone or security token), or something they are (like a fingerprint or facial scan). Even if a password is compromised, MFA can prevent unauthorized access because the attacker would still need to obtain the additional verification methods., and security

Secondary Navigation

The secondary navigation menu slides out to the right, providing access to all functions relevant to the primary navigation item. This provides quick access with less searching and fewer clicks.

Hover over a menu item

When you hover over a primary navigation menu item, the secondary navigation slides out, instantly displaying all functions related to the primary menu item. When you move your cursor away, the secondary menu slides back behind the primary menu.

Click a menu item

When you click a primary menu item, two things happen. First, the secondary menu slides out and remains open, even if you move your cursor away. Second, the page associated with the top item on the secondary menu opens automatically to the right.

Once you've found the page you're looking for, you might not need to see the secondary menu anymore. To give you more room to see the page, click the expansion control at the bottom of the left navigation menu to slide the secondary menu back under the primary menu.

Secondary Menu Collapsed

Global Search

The platform Search bar provides global access to find any content page and to many specific items across the platform including secrets A piece of information that is stored and managed in the Delinea Secret Server vault. Typical secrets include privileged passwords on routers, servers, applications, and devices. Files can also be stored in secrets, such as private key files, SSL certificates, license keys, network documentation, Microsoft Word or Excel documents, and more. Secrets are derived from secret templates., assets, folders, and individual configuration items.

The individual toggle buttons within the search results frame can be clicked to filter the results to specific sections, which helps to hone in on the desired result if multiple different items share a similar name.

Some context-sensitive actions such as launching can be executed directly from the search results.

Favorites and Recents

This feature is currently available only to customers participating in our public preview. To access public preview features, see Using the Public Preview Program.

You can mark all platform configuration pages and most details pages as Favorites by selecting the star icon at the top of the page. You can then access your favorites pages at Home > Favorites. Your favorite pages will be indexed for search, providing fast access to those pages.