Adding account sets

After you have added accounts for systems, domains, or databases, you can organize them into logical groups—account sets—to simplify management activity and reporting for accounts with attributes in common.

You cannot add multiplexed accounts to an account set.

To add an account set:

  1. In the Admin Portal, click Resources, then click Accounts to display the list of accounts.
  2. In the Sets section, click Add to create a new set.
  3. Type a name for the new set, an optional description, and select whether group membership is manual or dynamic.

    For manual sets, you can specify permissions for both the set itself and the members of the set. For dynamic sets, you can only specify permissions on the set.

  4. Identify the members of the set in one of two ways.

    • If set membership is Dynamic, type the SQL statement to execute to identify set members in the Query field. For example, if you want to add a set for the accounts with an account name of root, you could type a SQL statement like this:

      select id from VaultAccount where name like 'root'

    • If you select Manual, click Members, then click Add to search for and select the databases to add as members.
  5. Click Save.