Skip to main content

Customizable Credentials List

Overview​

The Customizable Credentials List feature empowers tenant administrators to create tailored views of credential information, making it easier for their teams to find and manage credentials efficiently. This feature addresses the common challenge of information overload by allowing organizations to display only the most relevant credential information for their specific needs.

Required Roles

Required roles: Tenant Administrator AND User Administration

To customize the credentials list view, you need to have both roles listed above.

Key Features​

Field Customization​

  • Selective Display: Choose which credential fields are visible in the list view
  • Custom Ordering: Arrange fields in the most logical order for your workflow
  • Tenant-Level Settings: Save customized view configurations at the tenant level
  • Default Reset: Restore standard view when needed

Smart Field Categories​

Available field types include:

CategoryDescriptionExample Fields
Credential InformationBasic credential detailsID, Status, Creation Date, Expiration Date
Template DetailsInformation about the credential templateTemplate Name, Type, Version
Order InformationRelated order detailsOrder Number, Status, Date, Requester

Advanced List Management​

  • Dynamic Sorting: Sort by any visible column with a single click
  • Custom Filtering: Filter credentials based on displayed fields
  • Pagination Controls: Navigate through large sets of credentials easily
  • Bulk Operations: Perform actions on multiple selected credentials simultaneously

Business Benefits​

Improved Efficiency​

  • Reduced search time with focused views
  • Streamlined workflows matching specific business processes
  • Faster training for new users with relevant information only
  • Efficient bulk operations for common credential management tasks

Better Data Organization​

  • Display only necessary information for your organization's needs
  • Maintain consistent layouts across the tenant
  • Adapt to changing business needs with quick configuration updates
  • Optimize display based on usage patterns and user feedback

Enhanced User Experience​

  • Reduced complexity with relevant fields only
  • Faster loading with optimized data retrieval
  • Intuitive navigation with logical field ordering
  • Consistent interface across the organization

Technical Considerations​

warning

Changes to the list configuration affect all users in your tenant. Consider gathering feedback from your team before making significant changes.

  • Configuration changes apply immediately to all users in the tenant
  • Users may need to refresh their browsers to see changes
  • Performance may be impacted by the number of visible fields
  • Large credential databases benefit most from optimized views

Next Steps​