You can create a group that contains one or more vaults.
Fordefi's Vault Groups feature is most useful when applying policies to new vaults. Once you have defined a policy rule for a certain vault group, any additional vault you add to the group is subject to the same policy.
You can create vault groups, rename them, and edit them.
You can also manage the user groups who have permission to view a vault group. Learn more.
Fordefi provides a Default vault group that contains all new vaults you create (if you do not assign them to custom vault groups). It is pinned to the top of the vault group list.
Any vault that is removed from all the groups it belongs to is automatically added to the Default group.
There are several ways of accessing vault groups:
See a list of all the vault groups: In the side menu, click Vaults and then Groups.
See the group to which a specific vault belongs: In the description pane at the upper-left area of the vault screen, click the group name, in this example, Default.
Only admins can create a new vault group.
In the side menu, click Vaults.
Click Create Group at the upper right of the screen. The following dialog appears:
Enter a unique group name.
In the Add Vaults list, select the vaults you wish to add to the new group. The list shows all existing vaults in your organization, along with the group to which each currently belongs.
Limitations- A vault can belong to a single vault group -- if you assign a vault to the vault group you are creating, it will be moved out of its current group.
- Vaults in groups with pending edits cannot be selected.
Set view permissions for the vault group.
Click Create.
The admin quorum are notified on their mobile devices about the proposed changes to the vault groups.
When the required number of admins approve the new or edited vault group, the vault group is added or updated in Fordefi.
You can edit the name and list of vaults in a vault group:
- When removing a vault from all the groups it belongs to, you are technically moving the vault from the current group to the Default vault group.
- When adding a vault to a group, you are associating the vault with an additional group (in addition to its current group).
Here's how to edit a group:
In the side menu, click Vaults.
In the Vaults screen, click Groups.
Hover with your mouse in the group that you want to edit. At the extreme right, a menu appears. In the menu, click Edit vaults in group. This dialog appears:
Make any of the following changes:
- Edit the name of the vault group.
- Add vaults to the group: The Add Vaults list displays the vaults that you can add to the group. The vault group that the vault belongs to currently is shown next to the name of the vault. Click the check box next to a vault to add it to the group you are editing.
- Remove vaults from the group: The In Group list displays the vaults that are currently in the group you are editing. Click the delete icon next to a vault to remove it from the group.
Click Save.
These actions are subject to admin quorum approval.
You can delete a vault group that is empty, with the exception of the default vault group.
In the side menu, click Vaults.
In the Vaults screen, click Groups.
Hover with your mouse in the group that you want to edit. At the extreme right, a menu appears. In the menu, click Edit vaults in group. In the dialog that appears, click Delete group:
