This document provides information about the Templates report screen, which displays and allows users to create templates in Segura® to provision users and service accounts easily without breaking the organization’s rules.
Path to access
- On Segura®, in the navigation bar, hover over the Products menu and select Cloud IAM.
- In the side menu, select Identity management > Templates.
Actions menu
| Item |
Type |
Description |
| Add |
Button |
Directs to the Add template screen. |
| Actions |
Dropdown menu |
Displays the options: Import Azure credentials, Print report, Export CSV, and Schedule report. |
Search fields
| Item |
Type |
Description |
| ID |
Text field |
Filters the templates by their identification code. |
| Name |
Text field |
FIlters the templates by their name. |
| Creation date |
Date picker |
Filters the templates by their creation date. |
| Status |
Dropdown menu |
Filters the templates by their status. The options are: Enabled or Disabled. Clear the field to enable the All option. |
Report fields
- ID.
- Name.
- Mask: template for the users or service accounts’ names.
- Department: department that the user or service account must be in to be provisioned.
- Creation date.
- Status.
- Actions:
Info
By default, the report displays 30 records per screen. To go to the next screen, click the forward buttons at the end of the report.
Add/Edit template screen
This section provides information about the Add template and Edit template screens, which share the same fields.
| Item |
Type |
Required |
Description |
| Name * |
Text field |
Yes |
Template’s name. |
| Enabled * |
Toggle button |
Yes |
Template’s status. |
Service section
| Item |
Type |
Required |
Description |
| Mask * |
Text field |
Yes |
Template for the name of the user or service accounts. You can enter a prefix, suffix and also, between braces, the number of letters and numbers. For example: segura-aaa-000. |
Personal section
| Item |
Type |
Required |
Description |
| Department |
Dropdown menu |
No |
Template’s department. |