Video How-to: Customizing Your Company’s Secret Server

10 06 2014

If you follow our blog, you’ll know Secret Server version 8.6 includes a new user interface. This week, we’re bringing you a how-to video all about the theme roller. Jacob Stucky, UI Team Lead, walks you through the steps to customize Secret Server with your company’s theme.

Theme Roller How-to 

Basic Dashboard

In addition to increased control over your Secret Server theme, you also have more control over your end-user experience with Basic Dashboard. This is a streamlined view of Dashboard for users that don’t need any widgets other than to create and use Secrets. With Basic view, users can log in and view the Secrets they need instantly.

Basic Dashboard can be enforced for your users by assigning them to the new Basic User role, which is included in version 8.6. You can also enforce Basic User mode by omitting the “View Advanced Dashboard” permission from a user’s role.

Secret Server Roles View

 

Adaptive View

Another must-see addition to the new UI is the adaptive interface that makes it easier than ever to utilize Secret Server from your mobile device. To use this, be sure to select Basic for your Dashboard view:

BasicViewSecretServer

Not only will Dashboard allow you to search and view Secrets in this simple interface, but it continues to provide access to the menu, so you can continue to access the full functionality of the site:

Secret Server Basic View 3

The adaptive interface also applies to any web browser – test it out by accessing Secret Server with Basic Dashboard and resizing your browser:

Secret Server Basic View

We hope you enjoy creating your own theme. Be sure to check out the new features and let us know what you think!


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