Assigning Workflows to Secret Policies

You are viewing documentation for an older version of Secret Server. If you are using Secret Server Cloud visit the current version of this documentation here. If you are using Secret Server On-Premises choose the version that matches yours from this list.
For release dates, end-of-support timelines, and upgrade guidance, see the Secret Server Product Lifecycle page.

  1. Click Admin > Secret Policy. The Secret Policy page appears:

    image-20210310101401078

  2. For this instruction, we are going to create a new policy.

  3. Click the + Create New button. Another Secret Policy page appears:

    image-20210310101506872

  4. Type the new policy name in the Secret Policy Name text box.

  5. Scroll down the page to the Security Settings section of the unlabeled table.

  6. Click the Enable Requires Approval for Access list and select Enforced.

  7. Click to select the check box next to the list. The Assign Approvers popup page appears:

    image-20210310101842740

  8. Click the Cancel button. The Request Access Approvers setting become enabled:

    You cannot set approvers and use a workflow at the same time. The intent of the next few instructions is avoid attempting to do so, which causes an error.

    image-20210310102657467

  9. Click the Request Access Approvers list and select Not Set.

  10. Click the Request Access Workflow list and select Enforced. A new list appears alongside:

    image-20210310102756952

  11. Click the new unlabeled list and select the access template workflow to associate with the policy.

  12. Click the Save button at the bottom of the page. The policy is now available for assignment to secrets and folders, just like any other policy.