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:
- Add new key: opens the [Edit templates]() screen.
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. |