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Preparation

Before you can target Bravura Safe User Management, 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 User Management administrator.

Bravura Safe User Management target administrator:

  • User type: Custom

  • Admin Permissions:

    • Manage users

    • Manage password reset

  • Access Control:

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

This will allow to list for all types of users (users, administrator, owners, etc) but only be able to set passwords on users and not for administrators or owners.

In order to be able to change passwords on administrators and owners, the administrator account needs to have higher permissions. For example, to be able to set the passwords for an Admin user, the administrator account would need to be set to Admin or Owner type.

An administrative account of type Admin would also not be able to set passwords for users of type Owner since they can only manage the items that for the type they have access to and below.

Setting up target system administrators

The Bravura Safe User Management 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.

  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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