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Preparation

Before you can target Bravura Safe , you must:

Set up Bravura Safe

See Bravura Safe Documentation to learn how to set up a Bravura Safe instance, team, and users.

Recommended Bravura Safe permission sets

The following are the recommended sets of permissions for the Bravura Safe administrator as well for general access to the Bravura Safe web instance.

Bravura Safe target administrator:

  • User type: Custom

  • Admin Permissions:

    • Manage all collections

      • Create new collections

      • Edit any collection

      • Delete any collection

  • Access Control:

    • "This user can access and modify all items" must be selected

Bravura Safe web instance for administration and setup:

  • User type: Custom

  • Admin Permissions:

    • Create new collections

    • Edit any collection

  • Access Control:

    • The option for "This user can access only the selected collections" should be selected and set with no collections specified.

This will allow for the creation of collections and credentials as well as adding users to collections, but not be able to view the credentials in the collections once they are created. This would also allow the administrator to add themselves to a collection to view or edit the credentials.

Setting up target system administrators

The Bravura Safe target system requires two administrative credentials that are previously configured on the Bravura Safe instance.

To configure the first target administrator:

  1. Log in to Bravura Safe via the web interface and open your Team.

  2. Click Teams, then Manage.

  3. Invite a new user:

    1. Click Invite User.

    2. Enter the email address for a user that will be used as the administrator.

    3. Set the User type to Custom.

    4. Set the specific permissions as noted above for the recommended permissions.

    5. Click Save.

    6. Complete the process to onboard the user.

Alternatively, edit the permissions for a current user by clicking on their email address and modifying for the above set of recommended permissions.

The email address and master password set for this user will be used for the administrator credentials for the Bravura Safe target system.

To configure the second target administrator:

  1. Log in to Bravura Safe via the web interface and open your Team.

  2. Click the drop-down for the user profile icon located at the top right of the screen.

  3. Click Account settings.

  4. Click Security, then the Keys tab.

  5. Click View API key.

  6. Enter the current user’s master password to confirm identity.

    This will then display values for client_id and client_secret.

    These values will be used for the administrator credentials for the Bravura Safe User Management target system.

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