Using the Application

The Secret Server Mobile application interface has been designed to be similar to the Secret Server interface to make it easy for users to search and browse through folders and secret collections to quickly find specific folders and secrets. Clicking on a Secret will expand it and show the Secret information. You can click a secret to open, view, and edit it in a browser. You can also add and delete folders and secrets, mark them as Favorites, and designate them for availability offline.

You can find secrets by browsing through Favorites and Recent secrets. You can also search for a secret by name or by type (by the template it is based on). In the image below, the user has searched for Privileged and the application returned two secrets based on a Privileged Account template.

The application allows users to automatically fill credentials from Secrets into other mobile apps or Web browser sites on the mobile device. For this to work correctly, the application needs to be registered with the device’s autofill service.

The application allows users to launch a web session from a Secret on the mobile device and have the credentials auto-populate in the mobile devices default browser.

The interface also makes functionality readily accessible, such as multi-factor authentication, biometric authentication, autofill, online and offline caching, and advanced secret workflows.

After the user opens and logs into the mobile application, the Home screen appears.

Home Screen

The Home screen offers several options enabling users to view secrets. The Search feature (magnifying glass icon) enables users to search for secrets by name. Four tabs on the Home page enable users to view their secrets four different ways:

All: all secrets the user has view access to
Favorites: secrets the user has designated as "Favorite"
Recent: the 15 secrets accessed most recently by the user
Shared: secrets shared between the user and other users

The Home screen displays a prominent Add icon near the bottom enabling users to quickly add folders and secrets. Secrets and folders on the Home screen and elsewhere display a vertical ellipses add along one side.

Clicking an ellipses opens access to options that are generated dynamically, meaning that the options presented match the actions the user is likely to want to make at that moment. These actions can include view, delete, edit, cache, refresh cache, remove from cache, check in or check out, favorite or unfavorite, request access. etc.

Side Navigation

In the top left corner of the Home screen is an icon composed of three horizontal lines stacked atop one another, sometimes in a straight stack and sometimes slightly askew. This icon is popularly known as a "hamburger."

Clicking the hamburger icon opens up a side navigation panel with clickable components including options for Home, Inbox, Folders, Cached, Change Password, Settings, Feedback, and Logout.

Home takes the user directly back to the Home screen.

Inbox serves as a central repository for all notifications and all inbound and outbound access requests. Without opening the Inbox, the user can see the number of unopened messages waiting displayed in a red circle icon next to the inbox label.

When a user clicks the Inbox to open it, two tabs appear. The left-hand tab labeled "Approvals and Requests” displays all access requests the user has sent and all access requests from others that the user can approve. All unread requests are marked with a red circle icon. The user can also manually mark requests as read or unread.

The user can click the filter icon to filter the requests by state (approved, denied, canceled, or pending review) to see only the types of requests they are interested in. Filters include Pending Review, My Pending Review, Approved, My Approved, Denied, My Denied, Canceled, and My Canceled.

The right-hand tab labeled Notifications displays notifications for events you are subscribed to receive. Unread notifications are indicated by a small red circle. The user can also manually mark requests as read or unread.

Folders displays the tree full structure of the user's folders and secrets.

Cached displays any folders and secrets the user has designated to be cached for offline use.

Change Password displays standard options for confirming your current password and quickly changing to a new one.

Settings displays options for the user to activate or deactivate functions like biometric authentication, autofill, only synching when on wifi, and automatically updating the cache.

Feedback allows users to provide a review of their experience with the Secret Server Mobile application.

Logout immediately logs the user out when it is clicked, and shows the login screen.