Setting up HTTPS binding is essential for securing the communication between the Visual Guard Web Console and its users.

HTTPS ensures that all data exchanged is encrypted, protecting sensitive information from potential threats.

To enable HTTPS, you must configure SSL certificates, which authenticate the identity of the web server and establish a secure, encrypted connection. This guide will take you through the steps to bind your website to HTTPS, ensuring both encryption and trust through the proper use of certificates.

To configure an IIS website for HTTPS binding with a certificate specifically for the Visual Guard WebConsole, follow these steps:

1. Obtain an SSL Certificate

• Ensure you have a valid SSL certificate issued by a trusted Certificate Authority (CA). This certificate must include both the public and private keys.

2. Install the SSL Certificate on the Server

• Open IIS Manager on the server where Visual Guard WebConsole is installed.
• In the left-hand Connections pane, click on the server name.
• Double-click on Server Certificates in the middle pane.
• In the Actions pane on the right, click Import if you have the .pfx file or Complete Certificate Request if you have a .cer file.
• Browse to your certificate file, provide any required password (for .pfx), and complete the import process.

3. Configure HTTPS Binding for Visual Guard WebConsole

• In IIS Manager, expand the server node, then expand Sites, and select Visual Guard WebConsole site.
• Click on Binding in the right-hand Actions pane under Edit Site.
• In the Site Bindings window, click Add.
• In the Add Site Binding dialog:
  • Type: Select https.
  • IP address: Choose the appropriate IP address or leave it as All Unassigned.
  • Port: Enter 443 (default port for HTTPS).
  • Host name: Optionally specify the hostname if applicable.
  • SSL certificate: Select the SSL certificate you imported earlier.
• Click OK to add the binding.

4. Enforce HTTPS on Visual Guard WebConsole (Optional)

• Select the Visual Guard WebConsole site in IIS Manager.
• Double-click SSL Settings in the feature view.
• Check the box labeled Require SSL to enforce HTTPS.
• Click Apply in the Actions pane on the right.

5. Restart the IIS Services

• After configuring HTTPS binding, restart IIS to apply the changes. Select the server node in IIS Manager and click Restart in the Actions pane.

6. Test the Configuration

• Open a web browser and navigate to your Visual Guard WebConsole using https://yourdomain.com/webconsole. Ensure that the connection is secured by the certificate and that the site loads correctly over HTTPS.

By following these steps, you will ensure that the Visual Guard WebConsole is properly configured to use HTTPS, securing communication between users and the web application.

Keeping the VG WebConsole up to date is essential for maintaining system security, performance, and access to the latest features and improvements. Regular updates ensure that your environment remains stable, compatible, and aligned with evolving requirements. This article provides a step-by-step guide to updating the VG WebConsole, along with key considerations and best practices to ensure a smooth and successful upgrade process.

Prerequisites

Before beginning the update process, ensure you have:

• Confirmed that your environment meets the system requirements
• Administrative access to the IIS server
• The same version of VG Desktop should be installed as the new VG Web version

Update Procedure

Step 1: Download Visual Guard Web Setup File

Download Visual Guard Web setup for the version you want to deploy.
If needed, request it from your usual Visual Guard contact or support channel.

Step 2: Version Compatibility Check

Verify that you have the same version of VG Desktop installed as the new VG Web version you plan to deploy.
Version mismatches can cause compatibility issues.

Step 3: Stop the Web Service

• Open Internet Information Services (IIS) Manager
• Select your Site
• Click [Stop] to stop the VG Web service

Step 4: Access Application Files

Click the [Explore] button in the Actions section to open the publish files directory.

Step 5: Backup and Clear Existing Files

• Create a backup of the current publish folder
• Delete all files and folders in the publish folder

Important: Always maintain a backup before proceeding with file deletion to enable rollback if needed.

Step 6: Deploy New Files

Copy all files and folders from the downloaded publish directory and paste them into the existing publish folder (application folder).

Step 7: Restart the Service

Return to IIS Manager and click [Start] to restart the VG Web service.

Step 8: Verify the Update

Click Browse* 0000(http) in the Browse Website section to verify that the updated application is running correctly.

Post-Update Verification

After completing the update:

• Confirm the application loads without errors
• Verify that key functionality works as expected
• Check that the version information reflects the update

For new repository installation

Setting up a new repository is a critical first step in configuring Visual Guard for secure application access and user management. It ensures a solid foundation for managing roles, permissions, and authentication settings effectively. By default, the configuration file VisualGuardConfigurationAppSettings.json will be present, so no migration is required.

For existing repository installations

When migrating Visual Guard to a new version, it’s essential to properly transfer application settings to ensure a seamless transition and avoid customer’s application configuration issues. This article outlines the step-by-step process to migrate application settings in Visual Guard, helping administrators preserve existing configurations while minimizing application downtime. 

The application will migrate the VG configuration sections to the new existing file named “VisualGuardConfigurationAppSettings.json”, so it will automatically register and process the same.

Below is the settings file;

{
  "VGWebConfiguration": {
    "ConnectionTimeOut": 600,
    "ExcludePageUrls": [
      "/Account/Login",
      "/account/RedirectToLogin",
      "/Account/Logout"
    ],
    "ExcludeExtensions": [
      ".css",
      ".png",
      ".js",
      ".gif",
      ".jpg",
      ".Gif",
      ".jpeg",
      ".axd",
      ".dxr",
      ".ico",
      ".woff",
      ".woff2",
      ".ttf",
      ".map"
    ],
    "LoginUrl": "/Account/Login",
    "TraceLevel": "Verbose",
    "UIConfig": {
      "Theme": 0,
      "MenuOnTop": false,
      "FixedRibbon": false,
      "FixedNavigation": true,
      "FixedHeader": true
    },
    "VGMode": "Trial",
    "UserInterfaceId": "00000000-0000-0000-0000-000000000000",
    "Authentication": "Forms"
  }
}

Users authenticate through Visual Guard’s integrated login system by providing a username and password, which are securely verified against Visual Guard’s user repository. This method offers a straightforward and reliable authentication approach, fully managed within the Visual Guard framework, ensuring centralized control and enhanced security for user access.

Step 1: Choose VisualGuard from the drop down list under the authentication –> enter the User Name and Password –> Click Sign in

Users authenticate through their Windows credentials, leveraging the security infrastructure of the Windows operating system. Visual Guard integrates with Windows authentication to validate user identities, providing seamless access to applications based on Windows credentials.

Step 1: Choose Windows from the drop down list under the authentication –> enter the User Name and Password –> Click Sign in

Passwordless login is a method of authentication that allows users to access a system or application without requiring a traditional password. Instead of entering a password, users are authenticated through alternative methods such as magic link or SMS verification. In Visual Guard, passwordless login enhances security and user experience by providing convenient and secure authentication options that eliminate the need for users to remember and manage passwords.

Step 1: Choose Passwordless from the drop down list under the authentication –> enter the User Name –> Click Sign in

Visual Guard webconsole allows users to authenticate using their database credentials. This method ensures secure access by verifying the user’s identity directly against the database, enhancing security and integrating seamlessly with existing database systems.

Step 1: Choose Database from the drop down list under the authentication –> enter the User Name and Password –> Click Sign in

OTP (One-Time Password) or a secure link sent via email is used as an additional layer of security to enhance the authentication process.This method significantly reduces the risk of unauthorized access and is especially useful for protecting sensitive operations and transactions.

Step 1: Select the email address option

Step 2: Enter your Email ID and select Send Email

Step 3: Enter the secure code you may have received over the registered email ID and click on Validate

Step 4: You will receive a confirmation message that your enrollment has been done successfully, you can click on Proceed with Authentication to login further or click on  Set up Additional Verification Methods if you want to add more authentication methods.

Step 5: Upon attempting to log in, you will be presented with a screen that offers you the choice of receiving either a link or an OTP (One-Time Password) to your registered email ID for authentication. Select your preferred method and click “OK” to complete the authentication process successfully.

Note: You will have 2minutes to enter the OTP or click on the link you will receive on your email.

Link pop-up

OTP pop-up

In Visual Guard, the OTP/Link via phone number feature allows users to authenticate themselves through their registered mobile number. When attempting to log in, users can choose to receive an OTP (One-Time Password) or a verification link sent directly to their mobile phone via SMS. This added layer of security ensures that only users with access to the registered phone number can complete the authentication process.This method enhances security by leveraging a second factor of authentication tied to the user’s mobile device.

Step 1: Select the phone number option

Step 2: Enter your Phone Number and select Send SMS

Step 3: Enter the secure code you may have received over the registered phone number and click on Validate

Step 4: You will receive a confirmation message that your enrollment has been done successfully, you can click on Proceed with Authentication to login further or click on  Set up Additional Verification Methods if you want to add more authentication methods.

Step 5: Upon attempting to log in, you will be presented with a screen that offers you the choice of receiving either a link or an OTP (One-Time Password) to your registered phone number for authentication. Select your preferred method and click “OK” to complete the authentication process successfully.

Note: You will have 2minutes to enter the OTP or click on the link you will receive on your email.

Link Pop-up

OTP Pop-up

In Visual Guard, TOTP (Time-based One-Time Password) via Microsoft Authenticator provides an additional layer of security for user authentication. Users can set up their Microsoft Authenticator app to generate time-based, one-time passwords that refresh every 30 seconds. During the login process, users enter the current TOTP displayed on their Microsoft Authenticator app to verify their identity. This method ensures a secure and dynamic form of authentication, as the OTP is time-sensitive and unique to each login attempt.

Step 1: Select the Microsoft TOTP authentication option

Step 2: Scan the QR code to download the application.

Step 3: Once you download the application –> open it and scan the QR code and your profile account will be added automatically.

Step 4: Enter the secure code that is generated by the application and click on Validate.

Step 5: You will receive a confirmation message that your enrollment has been done successfully, you can click on Proceed with Authentication to login further or click on  Set up Additional Verification Methods if you want to add more authentication methods.

Step 6: You can return to the application home page. Upon attempting to log in, you have to click on Microsoft Authenticator button –> click OK.

Enter the code and click on Verify to complete the authentication process successfully. Please note you have only 30 seconds to add the code.

The Attendance Hours chart provides a visual representation of user activity within the selected time period. It helps administrators understand how much time users are actively engaged with the application, offering useful insights into system usage and overall engagement.

By displaying attendance data in a structured and easy-to-read format, this chart allows you to quickly identify usage patterns, peak activity periods, and trends over time.

The monitoring section of Visual Guard webconsole is a group of pages of informations and datas about the affluence on the websites and historical and workflows datas.

Note: This page shows the numbers of occurences of logon attempts. 

Dashboard

Features of the Attendance Hours Dashboard

🗂 Application Filter
The Application dropdown allows you to view attendance data for a specific application or across all applications, giving you flexibility in analysis.

📅 Date Range Selection
You can define a Start Date and End Date to analyze attendance data for a specific period, making it easy to focus on recent activity or historical trends.

🔄 Refresh Button
The Refresh button lets you reload the data instantly based on the selected filters, ensuring you always see the most up-to-date information.

📊 Visual Data Representation
Attendance hours are displayed in a chart format, making it easier to interpret data at a glance and compare activity across different timeframes.

🔍 Insight into User Activity
Helps track how frequently and how long users interact with the system, supporting better monitoring and decision-making. Click on any of the blocks for more details (Green for succesful logins and Red block for failed logins)

📈 Trend Analysis
By reviewing data over time, administrators can identify patterns such as increased usage during certain periods or drops in activity.

☰ Print / Export Options
Clicking on the list icon allows you to print or export the page in multiple formats, including PNG, JPEG, PDF, and SVG.

🔴🟢 Color-Coded Insights

• Green bars represent successful activities (e.g., successful logins)
• Red bars highlight failed or invalid Logons

The Historical Data Chart provides a detailed view of past system activities over a selected time period. It helps administrators analyze trends, monitor login behavior, and understand how the system has been used over time.

By presenting data in a visual format, the chart makes it easy to compare activity across different dates and identify patterns such as peak usage periods or unusual spikes. This is especially useful for audits, performance reviews, and security monitoring.

The monitoring section of Visual Guard webconsole is a group of pages of informations and datas about the affluence on the websites and historical and workflows datas.

Note: This page shows the historical data chart

Dashboard

Features of the Historical Data Dashboard

🗂 Application Filter
Use the Application dropdown to view data for a specific application or across all applications, depending on your requirement.

📊 Chart Legends (Granularity Control)
The Chart Legends option lets you define how data is grouped—such as Hourly, Daily, or monthly—making it easier to analyze trends at different levels.

📈 Chart Type Selection
The Chart Type option allows you to choose what data to display (e.g., successful logins, failed attempts, or both), giving flexibility in how you view system activity.

📅 Date Range Selection
Set a Start Date and End Date to analyze data for a specific timeframe, allowing both short-term and long-term analysis.

🔄 Refresh Option
Click Refresh to reload the chart based on selected filters and options, ensuring the data displayed is up to date.

📉 Visual Representation of Activity
Data is displayed using a bar chart, making it easy to compare the number of occurrences across different dates at a glance.

🔴🟢 Color-Coded Insights

• Green bars represent successful activities (e.g., successful logins)
• Red bars highlight failed or invalid Logons

This visual distinction helps quickly identify normal vs. suspicious activity.

🔍 Trend and Pattern Analysis
The chart helps identify:

• Peak activity days
• Sudden spikes or drops
• Repeated failed attempts indicating potential issues

📋 Print / Export Options
Clicking on the list icon allows you to print or export the page in multiple formats, including PNG, JPEG, PDF, and SVG.

📋 Supports Auditing and Reporting
Historical data can be used for audits, compliance checks, and internal reporting, providing a clear record of system usage over time.

The Workflow Data section provides insights into workflow-related activities within Visual Guard. It helps administrators track the progress and outcomes of workflows, including completed processes and failures, over a selected period.

By visualizing workflow activity in a chart format, this section makes it easy to monitor how processes are performing, identify bottlenecks, and detect any issues that may require attention. It gives a clear picture of how workflows are being executed across the system.

Dashboard

Features of the Workflow Data Dashboard

📊 Chart Type (Granularity Control)
Choose how data is grouped (e.g., Hourly, Daily and Monthly), allowing you to view workflow trends at different levels.

📅 Date Range Selection
Select a Start Date and End Date to analyze workflow activity within a specific timeframe.

🔄 Refresh Option
Click Refresh to update the chart based on the selected filters and ensure you are viewing the latest data.

📈 Visual Representation of Workflow Activity
Workflow data is displayed in a chart, making it easy to understand the number of processes over time and compare activity across different dates.

🟢🔴 Status-Based Color Coding

• Green represents successfully completed workflows
• Red indicates failed workflow processes

This helps quickly identify normal operations versus issues that may need attention.

🔍 Detailed Insights on Hover
Hovering over the chart provides detailed information for a specific date, such as the number of completed and failed workflow processes.

📋 Print / Export Options
Clicking on the list icon allows you to print or export the chart in formats like PNG, JPEG, PDF, and SVG.

Visual Guard now allows you to create group of user accounts.

A user group may contain:

• VG user accounts
• VG Groups
• Windows user account
• Windows Groups

Main features:

• Create/Read/Update/Delete groups through VG WinConsole, VG WebConsole and VG API.
• Hierarchical organization: Groups can contain users or sub-groups in it
• Group Permission Management: Roles can be related to any level of groups and will apply to all the users and sub-groups within this group.
• Hierarchical Administration rights: When the VG Administrator Role belongs to a group, their administration privileges are automatically restricted to the users and sub groups of that group.

Using Visual Guard you can perform following actions:

• Add Group
• Add Subgroups
• View and Modify Group
  • View and Modify Group Properties
  • View and Assign Roles
  • View and Remove User
• Rename Group
• Remove Group

Please Note: This page explains how to use the dashboard of the Groups section.

Dashboard informations

• The dashboard allows you to see informations and to perform certains actions.
• The date of the last modification is shown
• The description is available from the dashboard
• To select a Group, click the check box next to it
• To show all the proprieties of the group, click on it

From the action menu on the right corner you can : 

• Remove Groups
• Grant role(s) to Groups
• Revoke role(s) from Groups
• Assign user(s) to Groups
• Generate a Permission Matrix

The hierarchy

• The dashboard shows the condense versions of the Groups as shown below: 

• To open the hierarchy and see the subgroups, click on the arrow in front of the selection box of the group.
• They will open this way: 

• you can also see the hierarchy by clicking on the hierarchy icon on the left
• This page will open

• To search different type of group, go in the rolling bar under Manage Groups and chose the type of Group desire.
• Next, click on search and the results will show on the main page. 

Create a Group

• You can also create group by clicking on “+ Add Group”
• This page will open

• Enter the Group name in “Group Name”
• Chose the parent Group in the following rolling list

• Click on “ok” to create the Group

OR

• Click on “cancel” to cancel the creation of a Group

Visual Guard allows you to filter the list of groups and select single/multiple groups.

Filter the list of Groups

• To filter the list of groups you are provided with the selection of the search criteria (A). You can click on the drop down and select the search criterion.

• As soon as you select the search criteria in the drop down (A), a Text Box/Drop Down appears (B) to enter value or select the value by which you want to search the record.

For example: In case you select Country Attribute as search criteria, then you will have to mention group name in the textbox.

• Click on “search” after entering/selecting the value by which record is to be searched. The list of users matching the search criteria will be visible in the below grid.

• You can filter the events using various filter options.

Select/De-select a Group

Select Group(s)

• You can select either single/multiple groups by selecting check box besides the name of the groups (A).

• You can also see the list of only selected groups by clicking on “Show Selected Count” link (C).

• As soon as you click on the “Show Selected Count” link, one more grid appears (D) showing the list of Selected Groups from all the pages.

De-select Groups

• To de-select a group you can either de-select the check box besides the group (A) or you can click on the stop sign icon in Grid (D).
• If you want to de-select all the selected users then click on the checkbox next to “Name”.

Assign users to groups

• Select the groups for which you wish to assign users. Click on “Assign Users to Groups” and then select the users you want to assign displayed in the below window.

• After selecting the users “Assign Users to Groups” gets enabled. Clicking on the button will assign users to selected group(s).

Edit role

One can grant or revoke roles to the selected groups by clicking on “Grant Role” or “Revoke Role” . To know more click here !

Note: While granting a role to groups, if Is Role Propagated to Descendant Groups is set as Yes then the child groups will be assigned all the roles else No as displayed in the screen below.

Refresh Page

• You can filter the list of groups by clicking on “Refresh” . This will update the group list with updated data.

The Visual Guard user Groups can contain subgroups.

You can grant N roles and N users to a group. Any user or sub-group inside the group may also have the granted role as well.

A Visual Guard Group can contain Windows users or Windows groups.

Groups

In order to create a group follow the steps below:

Step 1: Login to the Repository where you want to create a group.

Step 2: Access the Add Group option

• Click on the Groups from the Left Navigation Panel and select the Add Group option (A) from the Left of the searching tool bar.

Step 3: The new group will be created under the Groups option as shown below:

Step 4: You can rename the group by selecting the group and pressing F2 key (B). For example Dept 2 (sales)

• The renamed group will be displayed as shown below:

Subgroups

You can also create the sub groups under a parent group, same steps as above.

Subgroups inherit parent group roles.

Follow the steps below to create a sub group.

Step 1: Login to the VG Webconsole and select the Parent Group Name under which the subgroup needs to be created.

Step 2: You can rename the group by double clicking on the group name. You can rename the new group.

See Also:

• View and modify Group
• Rename Group
• Remove Group

Visual Guard allows you to modify the Groups Details and manage the assigned roles and users of the Group

Follow the steps below to modify a Visual Guard Groups:

• Login to the Repository under which Group is to be modified.
• Click on “v” icon of Groups option available in Left Panel. List of Groups created under the selected repository will be visible (A)

• Select the Group from left panel which is to be modified.
• The details of Group will be displayed in right panel (B) as shown below.

• Following options will be available to you
  • View and Modify Group Properties
  • View and Assign Roles
  • View and Remove User

See Also:

• Add Groups
• Rename Group
• Remove Group

Visual Guard allows you to modify Group’s Properties. 

To modify group details follow the steps below:

• Select the Groups from the Left Navigation Panel.
• Click on the Group Name to modify the Group.
•  The Properties Tab (A) is selected by default

• Following options will be available to you.

• Modify the details and click “Save” to save the details.
• The updated details will be displayed next to the group name.

See Also:

• View and Remove Users
• View and Assign Roles

Visual Guard allows you to create groups and manage roles assigned to the group. 

To view group details follow the steps below:

• Select the Groups from the Left Navigation Panel.
• Click on the Group Name to view the Group Properties.
• Select the Roles Tab (A).
• The roles inherited from the parent group will be highlighted.

• Following options will be available to you:

• You can modify the group roles using one of the options below:

• • Select the Edit Roles option from the Action Menu.

OR

• • Click on “Edit Roles” provided at the bottom of the Right Navigation Panel .

• Select the role that needs to be granted from list of roles (A).
• User can grant one role at a time. Once a role (A) is selected ” -> Grant” (B) will be enabled. 

• Click on “-> Grant” , the granted role will be displayed in Current role section (C).

• User can remove the role by selecting the role from Current roles list.
• Click on  “<- Revoke” to remove the role. The removed role will again be available in List of roles (D).

• Click on “OK” to save the roles or click on “Cancel” to discard the changes.
• Once user saves the details, the list of Current roles will be updated.

See Also:

• View and Modify Group Properties
• View and Remove Users

Visual Guard allows you to create groups and manage users assigned to the group.

To view and edit the list of users that have been assigned the selected group follow the steps below:

• Select the Groups from the Left Navigation Panel.
• Click on the Group Name to view the Group details.
• The Properties tab will be displayed by default. Select the Users Tab (A).

• The list of all users to whom the group has been currently assigned will be available to you.

Note :

• Using above screen, you can only view the list of the users assigned to the Group.
• You can click on the name of the user to Modify the User Details. You will not be able to Modify the “Groups” of the user from this “Edit User Details” Screen. Click here to know more about assigning groups to the User

ASSIGN USERS TO GROUP

• To assign more users to the selected Group, click on “Assign users to Groups”. You will be provided with below screen:

• Select User(s). “Assign users to group” option will be activated. Click on  “Assign users to Group” to assign selected users to the Group.

REMOVE USERS FROM GROUP

• A Select User. Click here to know more about Selecting User

• As soon as the user is selected, “Remove users from group”  will be activated.

Note : The screen allows you to remove the users to whom this group has been assigned. As soon as the user is removed from the group the roles associated with the group will be revoked.

• As soon as you click on “Remove users from Group” , you will be asked for the confirmation.

• Click on “yes” to save the users or click on  “No” to discard the action.
• The assignment between the Group and the selected users will be removed.

See Also:

• View and Modify Group Properties
• View and Modify Role Details

Visual Guard allows to grant an infinite number of permissions for different types of entities: users, groups or roles.

• This page explains how to investigate the permissions granted to a certain role.
• Click on the “Eye Icon” on the right of the Group to see its permissions.(A)

OR

• Click on Edit Group Details > Audit Permissions (B). 

• The permissions are listed according to the selected entity, grouped by application.
• This helps to review all the permissions granted to this entity
• When clicking on an application, the permissions granted for this application are listed (B).

To rename a group, follow the steps below:

• Select Groups from the Left Navigation Panel.
• The details of the selected group will be displayed.

• You can access the Rename option using one of the options mentioned below:
  • Click on the Group you want to rename (A), select the Name option from the menu. (B)
  • Then click on update and the wanted group will be rename in the menu (C).

See Also:

• Add Groups
• View and Modify Group
• Remove Group

To remove the group, follow the steps below:

Note: The system does not allow you to remove a group that has sub group(s) associated with it.

• Select the Groups from the Left Navigation Panel.

• Select the Group that is going to be removed by clicking on the check box next to it. (A).
• Select the Remove option from the Group Action button on the rights of the tool bar (B).

• Click on “OK” to remove the Group or click on Cancel to discard the action. 
• The Action will be updated immediately.

See Also:

• Add Groups
• View and Modify Group
• Rename Group

Visual Guard has its own membership provider to manage user accounts and passwords.

The credentials are stored in the Visual Guard repository.

You can restrict the access to Visual Guard or any other application integrated with it using Roles and Permissions. Click here for more information on Roles.

Visual Guard allows you to perform following actions

• Creating Visual Guard User Account
• Modifying Visual Guard User Account
• Lock/Unlock single or multiple users
• Approve/Unapprove single or multiple users
• Grant Roles to multiple users
• Grant Groups to multiple user
• Deleting Visual Guard User Account
• Filter and Select User

Visual Guard allows you to create new Visual Guard user accounts.

Note: You will be allowed to create the user accounts only if you have been assigned the privilege. Refer special roles section for more details on privilege

Follow the steps below to create a Visual Guard User:

• Login to the Repository under which user account(s) is to be created.

• Access the New Visual Guard User menu using the option below:

• Right click on the Users menu provided on the Left Navigation Panel and select ” +Add user”
• Then click on “+ New Visual Guard User” (A).

• To create new user account you have to provide following details:

Role Assignment: 

This section displays the list of available and assigned roles. You can grant or revoke the roles using this section. 

• For example to create user Johnson specify details as displayed below:

After specifying above details click “Create” to Save the user details.

Click “Cancel” if you do not want to create the user.

The new user account (A) will be displayed in the Grid on Right side. 

See Also:

• Modifying Visual Guard User Account
• Lock/Unlock single or multiple users
• Approve/Unapprove single or multiple users
• Grant Roles to multiple users
• Grant Groups to multiple user
• Deleting Visual Guard User Account
• Filter and Select User

Visual Guard allows you to modify the existing user accounts.

Note: You will be allowed to modify the details only if you have been assigned the privilege. Refer special roles section for more details on privilege.

To edit the Visual Guard user details perform the following steps:

• Select Users from the Left Navigation Panel. All the users will be displayed in the Grid in Right Panel.
• Click on the name of the user displayed in the Grid. “Edit User Details” Screen will open, as shown below. 

• You can modify following user details using this module.

See Also

• Modifying User Profile Details

Visual Guard supports Windows authentication. If you use the Windows authentication mechanism, passwords are created, stored, and administrated in Active Directory.

Visual Guard enables to search for a user in Active Directory. When the user is found, Visual Guard stores his security identifier (SID) in the repository.

You can restrict the access to Visual Guard or any other application integrated with it using Roles and Permissions. Click here for more information on Roles.

Visual Guard allows you to perform following actions:

• Create a windows User
• Edit a Windows User
• Grant Roles to multiple users
• Grant Groups to multiple users
• Deleting Window User Account

Visual Guard allows you to add Windows user accounts.

Note:

• You will be allowed to access the user accounts only if you have been assigned the privilege. Refer special roles section for more details on privilege

Follow the steps below to create a Windows User:

• Login to the Repository under which user account(s) is to be created. 

• Select the Add Windows User or Group menu using one of the options below:
• Right click on Users menu provided on the Left Navigation Panel and select “+ Add Users”
• Then click on “Add Windows User or Group” (A)

• Click “User” or/ and “Group” to select the Object Type. Object Types screen will be displayed (A).
  • You can select all or any one of the options available in the screen.

• Select the location where the object type is located by clicking “Locations…”  (B). Locations screen will be displayed as below:

• The list of all Domains, Sub Domains, and Groups etc available on your network will be displayed.
• Accept the selection by clicking “OK” . The selected location will be displayed in ‘From this location’ field on Select Users or Groups screen.
• Click “Cancel” to discard the selection

• Enter the object name in ‘Enter the object name to select’ field (A). You can view examples of allowed object names by clicking on examples link (B).
• You can also search for object names by clicking “Check name”. The system will allow searching name in the selected location.
• The name of the selected user will be listed as shown below

• You can click “Advanced…” to perform advanced search.
• Click “OK” to select the selected user. You can discard the selection by clicking “Cancel”.

Note: “OK” and “Check names” will only be active if any name has been specified in the ‘Enter the object name to select’ field.

• Once the selection is complete, the system will allow you to grant roles for the selected repository. 

• The selected object name will be displayed; you can alter the name by clicking “Select…” (A).
• The list of roles available for allocation will be displayed in the List of Roles section (B).
• You can grant one role at a time. When role (C) is selected, “-> Grant” (D) will be enabled.

• Click “-> Grant” , the granted role will be displayed in Current role section (E).

• You can remove the role by selecting the role from Current roles list.
• Click “<- Revoke” to remove the role. The removed role will again be available in List of roles (F).

• Click “OK” to save the roles and user type or click “Cancel” to discard the changes.
• The new user account (A) will be displayed in the Grid on Right side.

• The Windows user, when created are displayed with a separate icon i.e. and if a role is been assigned to these users apart from default role then the icon will be.

See Also : 

• Create a windows User
• Edit a Windows User
• Grant Roles to multiple users
• Grant Groups to multiple users
• Deleting Window User Account

Visual Guard allows you to modify the existing user accounts.

Note:

• You will be allowed to modify the details only if you have been assigned the privilege. Refer special roles section for more details on privilege.

To edit the Window user details perform the following steps:

• Select Repository > Users from the Left Navigation Panel. All the users will be displayed in the Grid in Right Panel.
• Click on the name of the user displayed in the Grid. “Edit User Details” Screen will open.

• You can modify following user details using this module

Visual Guard supports authentication based on DBMS account for Oracle 8 and higher and SQL Server 2000 and higher.

Visual Guard allows you to re-use user accounts and passwords defined in these DBMS. The credentials are stored in the SQL/ Oracle repository.

You can restrict the access to Visual Guard or any other application integrated with it using Roles and Permissions. Click here for more information on Roles.

Visual Guard allows you to perform following actions

• Creating Database User Account
• Modifying Database User Account
• Grant Roles to multiple users
• Grant Groups to multiple users
• Deleting Database User Account
• Filter and Select User

Visual Guard allows you to re-use user accounts and passwords defined in these DBMS.

Note:

• You will be allowed to create the user accounts only if you have been assigned the privilege. Refer special roles section for more details on privilege
• This option will be available only for SQL or Oracle repositories only.

Follow the steps below to create a Database User:

• Login to the Repository under which user account(s) is to be created.

• Access the Add Database User menu using one of the options below:
  • Right click on the Repository Name provided on the Left Navigation Panel and select Add Database User option.

OR

• Right click on the Repository >Users menu provided on the Left Navigation Panel and select Add Database User option (A).

OR

• Select the Repository from Left Navigation Panel and select the Add Database User menu item from Action Menu (B).

Note:

The list of accounts will only be displayed if the user account created in the sql server has server roles as sysadmin.

• Select the database from the available accounts and click “OK” .
• Add database account screen will be displayed as shown below:

• To create a new user account you have to provide the following details:

• After specifying the roles for the user, click “OK” to save the user details.
• Click “Cancel” if you do not want to create the user.
• The new user account (A) will be displayed under Users menu in Right Panel.

• All Database Users are represented with a different icon i.e.

See Also: 

• Modifying Database User Account
• Grant Roles to multiple users
• Grant Groups to multiple users
• Deleting Database User Account
• Filter and Select User

Visual Guard allows you to modify the existing user accounts.

Note: You will be allowed to modify the details only if he has been assigned the privilege. Refer special roles section for more details on privilege

To edit the Database user details perform the following steps:

• Select a Repository > Users from the Left Navigation Panel. All the users will be displayed in the Grid in Right Panel.
• Click on the name of the user displayed in the Grid. “Edit User Details” Screen will open as shown below.

• User can modify following user details using this module

See Also :

• Modifying User Profile Details

Visual Guard supports Custom authentication. You can add custom modules to the application.

You can create any type of identity module – Authentication module (custom or market available authentication providers – google, facebook, twitter etc.), and VG can directly adopt it without any change, and you can have your desired authentication mode for your applications. Click here to know more.

For these Custom Modules, the User details are stored in the Customer database itself, Visual Guard will access the details from the Customer Database, whenever required.

You can restrict the access to Visual Guard or any other application integrated with it using Roles and Permissions. Click here for more information on Roles.

Visual Guard allows you to perform following actions:

• Creating Custom User Account
• Modifying Custom User Account
• Grant Roles to multiple users
• Grant Groups to multiple users
• Deleting Custom User Account

Visual Guard allows you to create Custom User accounts.

Note: You will be allowed to create the user accounts only if you have the privilege for it.

In the below example, Facebook2 is a custom module added to the system. Here we will be creating a custom user for the Facebook2 module.

Follow the steps below to create a User for the Custom Identity Module:

• Login to the Repository under which user account(s) is to be created.
• Access the Add New Custom User feature using one of the options below:
  • Right click on the Repository Name provided on the Left Navigation Panel and select Add Facebook2 User Context Menu (A).

• Right click on the Repository > Users menu provided on the Left Navigation Panel and select Add Facebook2 User (B).

• Select the Repository from Left Navigation Panel and select the Add Facebook2 User from Actions (C).

• The Create Custom User screen will be displayed as shown below:
• Note: The layout of this screen will change depending on the type of module. 

• To create new user account you have to provide following details:

• For example to create user, specify details as displayed below:

• After specifying above details click “OK” to Save the user details.
• Click “Cancel” if you do not want to create the user.
• The new user account (D) will be displayed in the Grid on Right side.

See Also:

• Modifying Custom User Account
• Grant Roles to multiple users
• Grant Groups to multiple users
• Deleting Custom User Account

Visual Guard allows you to modify the existing user accounts.

Note:You will be allowed to modify the details only if you have been assigned the privilege. Refer special roles section for more details on privilege.

To edit the Custom Account user details follow the steps below:

• Select a Repository > Users from the Left Navigation Panel. All the users will be displayed in the Grid in Right Panel.
• Click on the name of the user displayed in the Grid. “Edit User Details” Screen will open. 

• You can modify following user details using this module.

See Also

• Modifying User Profile Details

Visual Guard allows you to modify the existing user accounts.

Note: You will be allowed to modify the details only if you have been assigned the privilege. Refer special roles section for more details on privilege.

Follow the steps below to modify a Visual Guard User Account:

• Login to the Repository under which user account(s) is to be modified.
• Click on Users menu under the repository. List of all user accounts that have been created under the selected repository will be displayed as shown below: 

• Select the Users by clicking on the username (A).
• You can also select the user by filtering the list of users using the filter option. Click here to know more about filter option.
• The details will be displayed in User Details tab as shown below.

• Following options will be available to you
  • Modifying User Details

See Also:

• Creating Visual Guard User Account
• Lock/Unlock single or multiple users
• Approve/Unapprove single or multiple users
• Grant Roles to multiple users
• Grant Groups to multiple user
• Deleting Visual Guard User Account
• Filter and Select User

Visual Guard allows you to filter the list of users and select single/multiple users.

Following functionalities are provided:

• Filter the list of users
• Select/De-select a User
• Refresh Page

• As soon as you select the search criteria in the drop down (A), a Text Box/Drop Down appears (B) to enter value or select the value by which you want to search the record.

For example: In case you select User Name as search criteria, then you will have to mention user name in the textbox.

Note: The Users assigned with the System Roles are highlighted with a Yellow colored icon and all other users are highlighted with a Blue colored icon

• Click on “Search” after entering/selecting the value by which record is to be searched. The list of users matching the search criteria will be visible in the below grid.

• You can filter the events using various filter options.

Select/De-select a User

Select user(s)

You can select either single/multiple users by selecting check box besides the name of the user (A).

You can also see the list of only selected users by clicking on “Show Selected Users” link (C).

As soon as you click on the “Show Selected Users” link, one more grid appears (D) showing the list of Selected users from all the pages.

De-select User(s)

To de-select a user you can either de-select the check box besides the user (A) or you can click on the icon   in Grid (D).

If you want to de-select all the selected users then click on  .

Refresh Page

• You can filter the list of users. This will update the users list with updated data. 

The Locked Out menu is used to lock the user from logging in. The users will be automatically locked out in case they exceed maximum number of invalid login attempts. Such user accounts can be un-locked by Master Admin User only.

Please Note: This operation can be performed only on Visual Guard user accounts.

The Locked out status of the user can be modified in two ways:

• Using List of Users Screen
• Using Edit User Screen
• Using List of Users Screen

Note: Below steps allows you to Lock/Un-Lock the accounts of Multiple Users.

• Select a Repository > Users from the Left Navigation Panel. All the users will be displayed in the Grid in Right Panel.
• Select the user by clicking on the Check Box placed besides the Name of the User (A).
• You can also select user after filtering the list of users by using the filter option. Click here to know more about filter option.

Note: The options at the bottom of the screen will be active only if at least one user is selected in the grid.

Note: You can select either single/multiple users by selecting multiple check boxes hence you can Lock/Un-Lock single/multiple users at a time.

• Grid (B) displays the list of selected users. This grid (B) will not be visible initially. For this you need to click on “Show Selected Users” option.
• Click on “Lock” to Lock the account of the user OR click on “Lock” to unlock the account of the user.
• Using Edit User Screen

Note: Below steps allows you to Lock/Un-Lock the account of Single User.

• Select a Repository > Users from the Left Navigation Panel. All the users will be displayed in the Grid in Right Panel.
• Click on the name of the user displayed in the Grid. “Edit User Details” Screen will open.

• Select the “Locked Out” check box (A) to Lock the account of the user OR De-Select the check box to un-lock the account of the user. The locked out user will not be able to access his account.
• The “Locked Out” check box in “Edit User Details” screen will be selected or de-selected based on the action performed by the user.
• Now, click on “Save” to save the details.

See Also:

• Creating Visual Guard User Account
• Modifying Visual Guard User Account
• Approve/Unapprove single or multiple users
• Grant Roles to multiple users
• Grant Groups to multiple user
• Deleting Visual Guard User Account
• Filter and Select User

The Approved menu shows whether the user account has been approved to be authenticated in the selected repository.

To modify the Approved status, follow either of the steps mentioned below:

• Using List of Users Screen
• Using Edit User Screen
• Using List of Users Screen

Note: Below steps allows you to Approve/UnApprove Multiple Users.

• Select a Repository > Users from the Left Navigation Panel. All the users will be displayed in the Grid in Right Panel.
• Select the user by clicking on the Check Box placed besides the Name of the User (A)
• You can also select user after filtering the list of users by using the filter option. Click here to know more about filter option.

Note: You can select either single/multiple users by selecting multiple check boxes. Hence you can Approve/Un-Approve single/multiple users at a time.

• Grid (B) displays the list of selected users. This grid (B) will not be visible initially. For this you need to click on “Show Selected Users” option.
• The grid can be hidden by clicking on “Hide Selected Users” option. This option will be visible only if selected users grid is displayed on the page.
• Click on “V Approve” to Approve the user account OR click on   to Un-Approve the user account.
• The “Approved” check box in “Edit User Details” screen will be selected or de-selected based on the action performed by the user.
• If the user is un-approved, then the user will not be allowed to login. When the user tries to login an error message will be displayed as shown below

• Using Edit User Screen

Note: Below steps allows you to Approve/UnApprove Single User.

• Select a Repository > Users from the Left Navigation Panel. All the users will be displayed in the Grid in Right Panel.
• Click on the name of the user displayed in the Grid. “Edit User Details” Screen will open.

• Select the “Approved” check box to Approve the account of user OR De-Select the check box to un-approve the account of the user.
• Now, click on “Save” to save the details.

See Also:

• Creating Visual Guard User Account
• Modifying Visual Guard User Account
• Lock/Unlock single or multiple users
• Grant Roles to multiple users
• Grant Groups to multiple user
• Deleting Visual Guard User Account
• Filter and Select User

Visual Guard allows you to delete user accounts.

Follow the steps below to delete a user account.

• Select a Repository > Users from the Left Navigation Panel. All the users will be displayed in the Grid in Right Panel.
• Select the user by clicking on the Check Box placed besides the Name of the User (A).
• You can also select the user by filtering the list of users using the filter option. Click here to know more about filter option.

• Grid (B) displays the list of selected users. This grid (B) will not be visible initially. For this you need to click on “Show Selected Users” option.
• Click on “Remove” (B) to remove the selected User(s).
• You will be asked for confirmation before the user is removed from the repository.

• Click “Yes” to delete the user or click “No” to cancel the deletion.
• The user account will be removed from the list of users.

Note:

• Currently Logged in user cannot be deleted.
• If multiple users are selected, then they all will be deleted.

See Also:

• Creating Visual Guard User Account
• Modifying Visual Guard User Account
• Lock/Unlock single or multiple users
• Approve/Unapprove single or multiple users
• Grant Roles to multiple users
• Grant Groups to multiple user
• Filter and Select User

A User is an individual who interacts with an application that is secured using Visual Guard’s security framework. Each user typically has a unique identity within the application’s security system and is granted specific permissions and access rights based on their role or privileges.

Here you can edit/view the below details of a user;

• Personal Information
• User Account details
• Password details
• Other VG ID details
• Multi-Factor Authentication (MFA)

Once you are done with the updates yon the page make sure to click on Save so that your changes are reflected.

Profiles help administrators manage permissions more efficiently by grouping users with similar access requirements together.

Visual Guard allows you to modify the existing user profile details i.e the Job title, First Name and Last Name.

To Edit more details of the user click on the below link

These are sets of permissions and access rights granted to users, facilitating efficient management of access control by grouping users with similar privileges together. Users assigned to specific roles inherit the permissions associated with those roles, streamlining security administration in applications.

• You can click on the Eye icon to view the permissions that have been assigned to the role mentioned and to Edit further click below on Edit Roles.

• When you click on Edit Roles, you will get the below window where you can assign the roles to applications respectively.

Step 1: You can select the application you want to edit/view –> select roles from the left side –> click on Grant

Step 2: Similarly if you want to remove any assigned role then select the role from the right side –> click on revoke

Step 3: Click on Ok once your updates are done so that your updates get reflected

For more features related to roles refer to the below pages

Groups are collections of users organized together for simplified permission management, enabling administrators to assign common access rights and privileges to multiple users simultaneously. Group memberships streamline security administration by applying permissions uniformly to users with similar roles or responsibilities.

• You can edit/view the groups by clicking on Groups
• You can view what permissions the groups have been assigned by clicking on the Eye Icon
• You can also see the group Hierarchy
• Incase you wan to edit the group click on Edit Group

• When you click on Edit Groups, you will get the below window where you can view the groups and edit them by adding and removing as per your requirement.

Click on Ok once your updates are done so that your updates get reflected.

To know about what can be done with Groups, refer to the below link

These refer to the capability to track and log user actions and access to resources within an application, facilitating compliance, security monitoring, and troubleshooting efforts. Administrators can configure audit permissions to capture specific events or actions, providing a comprehensive audit trail for accountability and analysis purposes.

Visual Guard allows you to view the permissions of the existing user accounts.

To modify the groups of the user, follow the following steps:

• Click on the Hierarchy Icon under the Coming from column from the right to know where does the permission come from
• Permission screen will be displayed as shown below. 

Audit activities entail monitoring and logging user interactions, access attempts, and system modifications within an application, enabling comprehensive tracking for compliance, security, and troubleshooting purposes. Administrators can configure audit activities to record specific events or behaviors, ensuring accountability and facilitating analysis of system activity.

• Here you can see the log of the user, what time and date they logged in, if it successful or not, event ID, machine name, severity
• You can also export the activity via PDF or Excel as per your preference.

This feature allows to monitor the occurances of important events for specified time intervals for specific user in user friendly graphical format, follow the steps below:

Step 1: Log in to the Repository.

Step 2: Click on the Repository Name and click on the Users folder which will open a list of users

Step 3: Click on a specific user’s username and click on Monitoring.

Attendance Hours

• Here you can view the number of Successfull logons and also Invalid logons
• You have the option to browse through all the applications that are common with that specific user
• You can also choose the timelines for which you want the data using the start date and end date option
• Click on Refresh after entering the requirement

• You can also take a download of the report in the type of file you prefer by clicking on the 3 lines on the right side.

Historical Data

• Here you can view the historical data of the specific user
• You have the option to browse through all the applications that are common with that specific user
• Additionally here you can choose the chart legends meaning the time period of the user i.e Daily, Hourly, Monthly

• Here you can also choose the chart type where in you can choose the type of details you want of the user except the logon details e.g.invalid password attempt, account locked attempt and much more from the drop down

• You can also choose the timelines for which you want the data using the start date and end date option
• Click on Refresh after entering the requirement
• You can take a download of the report in the type of file you prefer by clicking on the 3 lines on the right side

Visual guard allows you to duplicate a Shared Role within your system that mirrors an existing shared role, duplicating all similar permissions and responsibilities.

Note: This feature is exclusively available in VG 2024 and later versions.

Below are the steps to follow to duplicate an existing shared role.

Step 1: Open your application –> Go to Shared Roles –> select Shared Role –> Select Role action –> select Duplicate

Step 2: Enter the Shared Role Name, check the selected items, if they all apply to your requirement then click on Create, if not then make the necessary amendments.

You can choose to grant the below;

• Grant to User :You have the option to choose if this duplicated role should be granted to the user with or without identitcal users of the current role
• Grant to Group: You have the option to choose if this duplicated role should be granted to the group with or without identitcal groups of the current role
• Identical PersmissionSets: You can assign the PermissionSets to the role, these permission sets will be configured similarly across different roles or users, providing consistent access control within the system.
• Identical Permissions: You can assign the Permission to the role, these permissions may be configured similarly across different roles or users, providing consistent access control within the system.
• Identical Profile: Once you check this then the profile details will be duplicated as well

Visual Guard allows you to create new shared role.

Note: You will be allowed to create the role only if you have been assigned the privilege. Refer roles section for more details on privilege

• To create a new shared role:
  • Login to the Repository and select the Shared Roles .

• Access the New Shared Role menu using any of the options below:
  • Right click on the Shared Roles and select the New Shared Role menu (A) from the popup menu.

• Once the new shared role is created, it will be displayed in the editable mode for renaming (B). You can rename the new shared role.
• The renamed role will be displayed as shown below:

Visual Guard allows you to create shared role(s).

Note: You will be allowed to view the role details only if you have been assigned the privilege. Refer roles section for more details on privilege

Follow the steps below to view Role details

• Select the Shared Roles then click on the role name Role Name from the Left Navigation Panel.
• The details of the selected role will be displayed on the Right Navigation Panel as shown below.

• Following options will be available to you
  • View Role Details
  • View Granted Users
  • View Granted Groups 

To view role related details follow the steps below:

• Select the Shared Roles then click on the Shared Role Name from the Left Navigation Panel.
• Role Details will be displayed in the Role Tab (A).

• You can modify following user details using this module:

Visual Guard allows you to edit the permission set assigned to the shared role.

Note:  You will be allowed to edit permission sets only if you have been assigned the privilege. Refer roles section for more details on privilege

To edit the permission set follow the steps below:

• Select the  Shared Roles then click on the Shared Role name from the Left Navigation Panel.
• The details of the selected shared role will be displayed as shown below:

• Access the Edit Permission set menu using any of the following options:
  • Right click on the shared role name and select the Edit Permission set menu (A) from the popup menu.

• Select the permission set from the List of permission sets (B) that need to be granted. The List of permission sets will display the permission sets of all the applications integrated with the Visual Guard.
• A shared role can be granted a single permission set only. Click “-> Granted role”  .
• The granted permission set will be displayed in Current granted permission sets (C).

• Once permission set is added to the Current granted permission sets, “<- Revoke”  will be enabled.
• You can remove the granted permission set by selecting the permission set from the Current granted permission sets (C).
• After granting the permission sets, click “OK” to save the changes or click “Cancel” to cancel the changes.

To view and edit the list of users that have been assigned to the selected shared role follow the steps below:

• Select the  Shared Roles then click on the Shared Role name from the Left Navigation Panel.
• The details of the selected shared role will be displayed in Role tab (A) as shown below.

• Select the Granted Users Tab (B).

• The list of all users to whom the role has been currently assigned will be displayed in a form of Grid (C).

Note :

• Using above screen, you can only view the list of the users assigned to the Shared Role.
• You can click on the name of the user to Modify the User Details. You will not be able to Modify the “Roles” of the user from this “Edit User Details” Screen.

Grant Role to Users

• When you select option “Grant role to users” you are provided with a screen to select users to whom the role is to be assigned.

• Once the users are successfully assigned to the Group, below message will appear

Revoke Role from Users

• As soon as the user is selected, “Revoke role from users” will be activated.

Note : Using the above screen, you can only revoke the roles assigned to the user. The user can be assigned the roles using User module.

See Also:

• User Accounts
• Modifying Roles

To view the list of groups that have been assigned to the selected shared role follow the steps below:

• Select the Shared Roles then click on the Role name from the Left Navigation Panel.
• The details of the selected role will be displayed.
• The details will be displayed in Role tab (A) as shown below.

• Select the Granted Groups Tab (B).

• The list of all groups that have been assigned the shared role will be displayed.

• You can only view the assigned groups.
• You can modify the groups using groups option provided in the left navigation panel.

See Also:

• Creating Shared Role
• Remove Shared Role
• Modifying Role details

The Generate Permission Matrix feature in Visual Guard provides a clear and structured view of how roles and permissions are assigned within a group. Instead of manually reviewing access configurations, this feature allows administrators to generate a consolidated document that maps roles to their associated permissions, making access control easier to understand and manage.

What is a Permission Matrix?

A permission matrix is a tabular representation that shows:

• Roles assigned to a group
• Permissions linked to each role
• The overall access structure within the application

It acts as a snapshot of the current access configuration, helping administrators quickly analyze who has access to what.

How It Works

Step 1: Navigate to the Shared Groups section in the WebConsole –> Select the desired group –> Go to Role Actions –> Click on Generate Permission Matrix

Step 2: Choose the appropriate options for generating permission matrix –> click on OK

An excel file will be generated and saved in your downloads.

Sample screenshot of the output below. You can click on All Applications or Users And Groups cell to get more information.

All Applications Output

Users And Groups Output

Visual Guard allows you to rename the shared role(s).

Note: You will be allowed to rename the role only if you have been assigned the privilege. Refer roles section for more details on privilege

To rename the shared role follow the steps below:

• Select the Repository then click on the Shared Role name from the Left Navigation Panel.
• The detail of the selected shared role will be displayed as shown below.

• Access the Rename menu using the following option:
  • Right click on the shared role name and select Role name (A) in the role details section.

Visual Guard allows you to remove the created shared role(s).

Note: You will be allowed to remove the roles only if you have been assigned the privilege. Refer roles section for more details on privilege

To remove a shared role follow the steps below:

• Login to the  Shared Roles then click on the Shared Role name.
• The detail of the selected shared role will be displayed as shown below.

• Access the Remove menu using any of the following options:
  • Right click on the shared role name and select the Remove menu (A) from the popup menu.

• Click “YES” to continue the deletion or click “NO” to cancel the deletion.
• On clicking “YES” the shared role will be removed from the list of shared roles.

Visual Guard allows you to edit the roles assigned to the user.

To edit the users follow the steps below:

Note: Besides using the below method to edit the user you can use the following shortcut method to grant, revoke a user

• You can remove a roles assigned to a user by right clicking on the user name and selecting Remove menu from the popup menu.

• Access the granted users menu using any of the following options:
  • Right click on the role name and select the grant role to users or revoke role from users menu (A) from the popup menu.

OR

• Click on the role name and then on granted users. Click on the bottom of the page on grant or revoke users.

You can also generate a permission matrix from this page.

Visual Guard allows you to edit the Groups assigned to the role.

To edit the group follow the steps below:

Note: Besides using the below method to edit the group you can use the following shortcut methods to grant, revoke a group

• By clicking on the group you can Grant/ Revoke a group.
• You can remove a group by right clicking on the group name and selecting Remove menu from the popup menu.

• Access the Granted Groups menu using any of the following options:
  • Right click on the role name and select the Edit groups menu (A) from the popup menu.

OR

• Click on the role name and then on granted groups. Click on the bottom of the page on Edit groups.

Application roles in Visual Guard define access at the application level, controlling what users can see and do within a specific application. These roles group together permissions such as access to screens, actions (create, edit, delete), and features relevant to that application.

Unlike global or system-level roles, application roles are context-specific, meaning a user can have different roles across different applications. For example, a user might have an Admin role in one application and a Viewer role in another.

Application roles make it easier to:

• Manage permissions in a structured and scalable way
• Adapt access based on the application’s functionality
• Maintain clear separation of responsibilities across multiple applications

By using application roles, administrators can ensure that access control remains precise, organized, and aligned with real business needs.

Visual Guard allows you to manage the Roles of the application.

Visual guard allows you to duplicate role within your system that mirrors an existing role, duplicating all similar permissions and responsibilities.

Note: This feature is exclusively available in VG 2024 and later versions.

Below are the steps to follow to duplicate an existing role.

Step 1: Open your application –> Go to Roles –> select Role action –> select Duplicate

Step 2: Enter the Role Name, check the selected items, if they all apply to your requirement then click on Create, if not then make the necessary amendments.

You can choose to grant the below;

• Grant to User :You have the option to choose if this duplicated role should be granted to the user with or without identitcal users of the current role
• Grant to Group: You have the option to choose if this duplicated role should be granted to the group with or without identitcal groups of the current role
• Identical PersmissionSets: You can assign the PermissionSets to the role, these permission sets will be configured similarly across different roles or users, providing consistent access control within the system.
• Identical Permissions: You can assign the Permission to the role, these permissions may be configured similarly across different roles or users, providing consistent access control within the system.
• Identical Profile: Once you check this then the profile details will be duplicated as well

Visual Guard allows you to create new role for restricting user or allowing them access.

Note: You will be allowed to create the permissions only if you have been assigned the privilege. Refer special roles section for more details on privilege

• You can assign a Permission Set directly to a role by drag & and drop
• You can directly revoke a Permission Set by selecting it and pressing the delete key

Follow the steps below to create a role:

• Login to the Repository and select the Application name under which the permission(s) is to be created.

• Access the New Role option using one of the options below:
• Click on the Application > Roles.
• Click on the and select Add Role from the popup menu (B).

• As the new role is created, it will be in editable mode for renaming. You can rename the new role.
• The renamed role will be displayed as shown below:

See Also:

• Modify Role
• Removing Application Role
• Rename Role
• Modify Permission Set

Visual Guard allows you to edit the permission set assigned to the role.

To edit the permission set follow the steps below:

Note: Besides using the below method to edit the Permission Set you can use the following shortcut methods to grant, revoke a permission set

• By clicking on the permission set you can Grant/ Revoke a permission set.
• You can remove a permission set by clicking on the permission set name and selecting Remove menu from the popup menu

• Access the Edit Permission Sets menu using any of the following options:
  • Click on the role name and select the Edit Permission Sets menu (A) from the popup menu.

• Select the permission set from the List of permission sets (B) that need to be granted. By default the first permission set will be selected.
• A Role can be granted a single permission set only. Click “-> Grant” .
• The granted permission set will be displayed in Current granted permission sets (C).

• Once permission set is added to the Current granted permission sets, “<- revoke” will be enabled.
• You can remove the permission set by selecting the permission set from the Current granted permission sets (C).
• After granting the permission sets, click “OK” to save the changes or click “Cancel” to cancel the changes.

See Also:

• Creating Application Role
• Modify Role
• Removing Application Role
• Rename Role

Visual Guard allows you to edit the permission assigned to the role.

To edit the permission follow the steps below:

Note: Besides using the below method to edit the Permission you can use the following shortcut methods to grant, revoke a permission

• By clicking on the permission you can Grant/ Revoke a permission.
• You can remove a permission by right clicking on the permission name and selecting Remove menu from the popup menu.

• Access the Edit Permission List menu using any of the following options:
  • Right click on the role name and select the Edit Permission List menu (A) from the popup menu.

OR

• • Click on the role name and then on granted permission. Click on the bottom of the page on Edit Permissions.

• Select the permission from the List of permission (B) that need to be granted. By default the first permission will be selected.
• A Role can be granted a single permission only. Click “-> Grant” .
• The granted permission will be displayed in Current granted permission (C).

• Once permission is added to the Current granted permission, “<- Revoke” will be enabled.
• You can remove the permission by selecting the permission from the Current granted permission (C).
• After granting the permission , click “OK” to save the changes or click “Cancel” to cancel the changes.

See Also:

• Creating Application Role
• Modify Role
• Removing Application Role
• Rename Role

Visual Guard allows you to view the Role Details and manage the assigned groups and users.

Follow the steps below to view Role details:

• Login to the Repository and select the application of which the Roles are to be viewed.
• Click on “+” icon of Roles option available in Left Panel. List of Roles created under the selected application will be visible (A).

• Select the Role from left panel which is to be modified.
• The details of Role will be displayed in right panel (B) as shown below.

• Following options will be available to you :
  • View Role Details
  • Assign & Revoke Granted Users
  • View Granted Groups

See Also:

• Creating Application Role
• Removing Application Role
• Rename Role
• Modify Permission Set

Visual Guard allows you to remove the created role.

Note: You can also Remove a Role by selecting it and pressing the delete Key

To remove the role, follow the steps below:

• Select the Application > Roles > Role name from the Left Navigation Panel.
• The detail of the selected role name will be displayed.

• Access the Remove menu using the following option:
  • Select the role name and select the Remove menu (A) from the popup menu.

• Click “YES” to continue the deletion or click “NO” to cancel the deletion.
• The role will be removed from the list of roles.

See Also:

• Creating Application Role
• Modify Role
• Rename Role
• Modify Permission Set

Visual Guard allows you to rename the roles.

To rename the role, follow the steps below:

• Select the  Application name > Roles > Role name from the Left Navigation Panel.
• The detail of the selected role will be displayed.

• Access the Rename menu using any of the following options:
  • Click on the role name and select role name from the edit role menu (A).

See Also: 

• Creating Application Role
• Modify Role
• Removing Application Role
• Modify Permission Set

In the context of Visual Guard, an application could be any software system or service that requires authentication and authorization mechanisms to control access to its resources and functionalities.

Step 1: Click on New Application on the left hand side of the page

Step 2: Select the type of Application you are creating

Step 3: Fill in the details of the application i.e the name, description, type, framework and click on Add

By ticking the Getting started checkbox you will get a quick guide of setting up your application.

Step 4: Once you click Add, the Application will be created and you will be redirected to the identity client settings page to configure the settings for the application.

You can configure the settings and click on Update once done

Refer to the below document for further details about the configuration of the Identity Client

Visual Guard allows users to modify the details of the application integrated with it.

Follow the steps below to modify the details of an integrated application.

• Login to the Repository under which the application details are to be modified.
• Select the application from the Left Navigation Panel, the application details will be displayed on the Right Navigation Panel as shown below.

This description displays brief information about the selected application.

To modify the Description related to the application follow the steps below:

• Select the Repository > Application name from the Left Navigation Panel.
• The details of the selected application will be displayed as shown below:

• Click on the Description option on the Right Navigation Panel (A).
• Enter the new Description. The new Description will be stored automatically.

The Name indicates the name of the application that is being integrated.

To modify the Name, follow the steps below:

• Select an Application from the Left Navigation Panel.
• The application details of the selected application will be displayed as shown below.

• Modify the Name using the option below:
  • Right-click on the application name in the Left Navigation Panel and select the Rename menu (A).

• The Version displays the version of the permissions of the application.
• This allows you to manage multiple versions of your permissions according to multiple versions of the application.
• The number of the version is necessary to manage different version of application.
• The best way to change the version number is to do it by creating a new version.

To modify the Version follow the steps below:

• Select the Application name from the Left Navigation Panel.
• The application details of the selected application will be displayed as shown below.

• Click on the Version option on the Right Navigation Panel (A).
• Enter the Version. The new Version will be stored automatically.

Note: The new version number should be higher than the older one.

The Anonymous Role displays whether an anonymous role is being used for the application. If your application requires an authentication this field must set to the value “None”.

Note: If multiple roles exist in the list, you have to select an appropriate role that will be used for anonymous session.

To modify the Anonymous Role follow the steps below:

• Select the Application name from the Left Navigation Panel.
• The details of the selected application will be displayed as shown below:

• Click on the Anonymous Role option on the Right Navigation Panel (A), v will be displayed.
• Click v , a dropdown list will appear as shown below.

• Select the v option if you want to allow an anonymous session for the application or uncheck if do not want an anonymous session.  

• Select “ok”  to continue.
• To use the changes in the application, you need to regenerate the configuration files of the applications. Click here to know about generating Visual Guard configuration files.
• The changed value will be saved and displayed as shown below.

The Default Role displays the role granted by default to each new registered user.

To modify Default Role follow the steps below:

• Select the Application name from the Left Navigation Panel.
• The details of the selected application will be displayed as shown below.

• Click on the Default Role option on the Right Navigation Panel (A), v will be displayed.
• Click v a dropdown list will appear as shown below.

• Select check box option if you want to allow a default role for the application or uncheck if you do not want a default role.
• On checking the check box option, the list below it will be enabled.
• Select the role as default role from the list. The selected role will be saved automatically.

The Membership Access Level indicates the level of access granted in an application to a particular user.

To modify the membership access level, follow the steps below:

• Select the  Application name from the Left Navigation Panel.
• The application details of the selected application will be displayed as shown below.

• Select the Membership Access Level from the Right Navigation Panel (A),”v” will be displayed.
• Click “v” a dropdown list will appear.

• Select any one of the option from the dropdown list.

Visual Guard allows you to view the monitoring and troubleshooting messages from the application of the repository.

Follow the steps below to view the events:

• Select the Repository > Application from the Left Navigation Panel.
• The application detail of the selected application will be displayed as shown below.

• Access the Event Viewer option using the option below:
  • Right click on the application name and select the Event Viewer option (A) from the popup menu.

• You can filter and view the events occurred in the repository. You can also filter the events using various filter options (C).

• As soon as you click on “Find” the result will be displayed as shown below.

• The system allows you to perform:
  • Refresh: This option allows you to refresh the contents, once you click on this option any new event will be appended to existing list.

• This feature allows to monitor the occurrences of important events for specified time intervals for selected application in user friendly graphical format, follow the steps below:
• Click on the Repository Name and click on “+” besides Application
• Click on Monitoring (A) .

See also: 

• To track the Attendance Hours 
• To monitor the Historical Data 

Visual Guard allows you to create new permission for restricting user or allowing them access.

Note: You will be allowed to create the permissions only if you have been assigned the privilege. Refer special roles section for more details on privilege.

Follow the steps below to create a permission:

• Login to the Repository and select the Application name under which the permission(s) is to be created. 

• Access the New Permission using the option below:
  • Right click on the Application > Permissions and select the Create Permission menu (A).

• As the new permission is created, it will be in editable mode for renaming. You can rename the new permission.
• The renamed permission will be displayed as shown below:

A Permission Set stores the set of rules to access a particular application.

Note: You will only be allowed to create the permission set if you have been assigned the privilege. Refer special roles section for more details on privileges.

Follow the steps below to create a Permission Set:

Login and select the Application name under which permission set is to be created.

• Access the New Permission Set using one of the options below:
  • Right click on the Repository > Application> Permission Set from the Left Navigation Panel and select the New Permission Set menu (A) from the popup menu.

• Once the new permission set is created you can rename it. For example Special Permission Set.
• The renamed permission set will be displayed as shown below:

See Also: 

• Edit Permission List
• Edit permission Set List

Visual Guard allows you to create new role for restricting user or allowing them access.

Note: You will be allowed to create the permissions only if you have been assigned the privilege. Refer special roles section for more details on privilege

• You can assign a Permission Set directly to a role by drag & and drop
• You can directly revoke a Permission Set by selecting it and pressing the delete key

Follow the steps below to create a role:

• Login to the Repository and select the Application name under which the permission(s) is to be created.

• Access the New Role option using the option below:
  • Right click on the Application > Roles and select the Add Role menu (A) from the popup menu.

• As the new role is created, it will be in editable mode for renaming. You can rename the new role.
• The renamed role will be displayed as shown below:

See Also: 

• Modify Role
• Removing Application Role
• Rename Role
• Modify Permission Set
• Manage Membership Role

The following settings are designed to assist you in configuring your application for communication with the Visual Guard Identity Server.

Application –> Setting –> Identity Client

1. Primary Information: Essential data or key details that are fundamental to understanding the application.

2. Identity Resources: Components in configuring and enforcing authentication and authorization policies within the Visual Guard system

3. URI Information & CORS: Refers to Uniform Resource Identifiers (URIs), which are strings of characters used to identify a resource, typically on the internet.

CORS: Refers to Cross-Origin Resource Sharing (CORS), which is a mechanism that allows resources on a web page to be requested from another domain outside the domain from which the resource originated.

4. Grant Types: This refers to the different methods or protocols used for obtaining access tokens or permissions in a system. Common grant types include Authorization Code Grant

5. Secret Keys: This is a piece of confidential information, typically a long string of characters, used for cryptographic purposes, such as encrypting and decrypting data, or for authenticating communication between parties.

Note: Make sure to click on Save everytime you make any edits, so that the update is reflected further.

An MFA policy in an application refers to the set of rules and guidelines that dictate how Multi-Factor Authentication (MFA) is implemented within that specific application.This policy determines when and how users are required to provide additional verification, beyond just a password, to authenticate their identity.

You can go to the application drop down –> setting –> MFA Policy and setup up your rules.

A – MFA Policy (App name): Enabling this icon will activate the MFA policy for the application

B – Select the type of method you are opting for the security under preferences information

• OTP via email or phone
• Secure link via email or phone

C – The number of Grace logins (allows users a limited number of logins, or a period of time, to access a system without completing the usual authentication requirements) you would like to provide.

D – Provide the setting required under Session scope information

• Scope: choose where you want the setting to reflect either under the whole Repository or specific Application
• Duration: You can mention the time till when you want this feature to be active till

E- Incase you want to allow a user to use the application even if MFA is not enabled click Allow on the other information section

Click on Update after setting up the policy.

Note: If the Override checkbox is selected in any of the sections, the application will follow the global policy settings. If it is not selected, you can define and apply specific actions for the application.

Visual Guard can generate a configuration file via the application page. 

• The configuration file contains the information about the repository used by the application.
• To download it, go to the bottom of the application dashboard as shown below: 

• Click on “Application Actions”> “Generate config Files”
• Then a page to download it on your computer will open.  

Visual Guard allows you to duplicate the created permission.

Please Note: When you duplicate a permission it will automatically duplicate the Property / Action script created under the duplicated Permission.

To duplicate the permission follow the steps below:

• Select the Repository > Application > Permission > Permission name from the Left Navigation Panel.
• The details of the selected permission name will be displayed.

• Access the Duplicate menu using any of the following options:
• Right click on the permission name and select the Duplicate menu item (A) from the popup menu.

OR

• Select the permission name from the Left Navigation Panel and select the Duplicate menu item from the Action menu (B).
• The permission will be duplicated as shown below.

Visual Guard allows you to create new permission for restricting user or allowing them access.
Note: You will be allowed to create the permissions only if you have been assigned the privilege. Refer special roles section for more details on privilege.

Follow the steps below to create a permission:

• Login to the Repository and select the Application name under which the permission(s) is to be created.

• Access the New Permission using one of the options below:
  • Right click on the Repository > Application > Permissions and select the Permission Action then click on “Create Permission” menu (A).

• As the new permission is created, it will be in editable mode for renaming. You can rename the new permission.
• The renamed permission will be displayed as shown below:

See Also: 

• Script Action
• Properties Action

New Folder option allows you to add a new folder.

To add a new folder, follow the steps below:

• Select the Repository > Application name > Permissions from the Left Navigation Panel.
• The detail of the permission under the repository will be displayed.

• You can access the New Folder menu using any of the following options:
  • Right click on the permission folder and select the New Folder menu (A) from the popup menu.

• Once a new folder is created you can group permissions under the new folder.
• You can either create a new permission or drag or drop existing permission in the folder.
• In case you drag and drop permission from some existing folder it will be removed from existing folder and replaced in the new folder.

Visual Guard allows you to rename the permission.

To rename the permission, follow the steps below:

• Select the Repository > Application name > Permissions > Permission name from the Left Navigation Panel.
• The detail of the selected permission name will be displayed.

• You can access the Rename menu using any of the following options:
  • Right click on the permission name and select the “Permission name” (A) from the edit permission menu.

In specifics application you will have an Action called “Add PowerServer security”.

It can be find by clicking on permissions > name of the permissions > Actions > Add PowerServer Security.

• After clicking on it, five differents type of Actions will be available.
• These five actions are : CanCreate, CanRead, CanUpdate, CanDelete, CanExecute. These actions can be applied on Adress, customers, Order or product.

These Actions can also be applied on permissions:

• To apply an action check the corresponding box then click on save to save it or reset to cancel the action.

Visual Guard allows you to remove the created permission.

To remove the permission, follow the steps below:

• Select the Repository > Application > Permission > Permission name from the Left Navigation Panel.
• The detail of the selected permission name will be displayed.

• Access the Remove menu using any of the following options:
  • Right click on the permission name and select the Remove menu (A) from the popup menu.

• Click “OK” to continue the deletion or click “Cancel” to cancel the deletion.
• The permission will be removed from the list of permissions.

A Permission Set stores the set of rules to access a particular application.
Note: You will only be allowed to create the permission set if you have been assigned the privilege.

Refer special roles section for more details on privileges.

Follow the steps below to create a Permission Set:

• Login to the Repository and select the Application name under which permission set is to be created.
• Access the New Permission Set using one of the options below:
  • Right click on the Repository > Application> Permission Set from the Left Navigation Panel and select the Create Permission Set menu (A) from the popup menu.

• Once the new permission set is created you can rename it (A). For example New Special Permission Set.
• The renamed permission set will be displayed as shown below:

See Also:

• Edit Permission List
• Edit permission Set List

Visual Guard allows you to modify the details of the current permission set.

Note: You will be allowed to modify the details only if you have been assigned the privilege. Refer roles section for more details on privilege.

To modify the details follow the steps below:

• Select the Repository > Application > Permission set > Permission set name from the Left Navigation Panel.
• The details of the selected permission set will be displayed on the Right Navigation Panel (A) as shown below.

• You can modify the following details using this module.

Visual Guard allows you to modify description related to the permission set.

To modify the description follow the steps below:

• Select the Repository > Application > Permission Set > Permission set name from the Left Navigation Panel.
• The details of the selected permission set will be displayed as shown below.

• Click on the Description menu (A) from the Right Navigation Panel.
• Enter the new Description. The new Description (B) will be stored automatically.

This module allows you to grant or revoke list of permissions set associated with the selected permission set.

To grant or revoke list of permissions sets to a permission set follow the steps below:

Note: Besides the below option you can assign a permission set to a permission set by directly dragging and dropping the selected permission set to the permission set.

Select the Repository > Application > Permission Set> Permission set name from the Left Navigation Panel.

The selected permission set details will be displayed.

• You can access the Edit permissions set list menu using one of the following options:
  • Right click on the permission set name and select the Edit permission set menu (A) from the popup menu.

• Select the permission set that needs to be granted from list of permissions sets (A).
• You can grant multiple permission set at a time. Once permission set (A) is selected, Grant (B) will be enabled.

• Click “-> Grant” , the granted permission set will be displayed in Current granted permission sets section (C).

• User can remove the permission set by selecting the permission set from Current granted permission list. You can revoke multiple permission set at a time.
• Click “<- Revoke”  to remove the permission set. The removed permission set will again be available in List of permission sets (D).

• Click “OK” to save the permission sets or click “Cancel” to discard the changes.
• Once you save the details, the list of Granted permission sets would be updated.

Visual Guard allows you to modify the roles associated with a permission set.

To modify roles follow the steps below:

• Select the Repository > Application > Permission Set > Permission set name from the Left Navigation Panel.
• The detail of the selected permission set will be displayed as shown below.

• Click on the Roles (A) option on the Right Navigation Panel. Click “…” that appears at the end.
• A Select roles of ‘permission set name’ screen will be displayed. For example in current scenario the screen name is “Select roles of Full Trust permissions”.

• Select the role that needs to be granted from list of roles (A).
• User can grant multiple roles at a time. Once role is selected Grant (B) will be enabled.

• Click “-> Grant” , the granted role will be displayed in Current roles section (C).

• You can remove the role by selecting the role from Current roles list. You can revoke multiple roles at a time.
• Click “<- Revoke”  to remove the role. The removed role will again be available in List of roles.

• Click “OK” to save the roles or click “Cancel” to discard the changes.
• Once the user saves the details, they will be displayed as shown below:

This module allows you to grant or revoke list of permissions assigned to a permission set.

To grant or revoke list of permissions to a permission set follow the steps below:

Note: In addition to the below option you can also assign a permission to a permission set by directly dragging and dropping the permission to the permission set.

• Select the Repository > Application > Permission Set> Permission set name from the Left Navigation Panel.
• The selected permission set details will be displayed.

• You can access the Edit permissions list menu using one of the following options:
  • Right click on the permission set name and select the Edit permission menu (A) from the popup menu.

• Select the permission that needs to be granted from list of permissions (A).
• You can grant a single permission at a time. Once permission (A) is selected, Grant (B) will be enabled.

• Click ” ->  Grant” , the granted permission will be displayed in Current granted permissions section (C).

• User can remove the permission by selecting the permission from Current granted permission list.
• Click “<- Revoke”  to remove the permission. The removed permission will again be available in List of permissions (D).

• Click “OK” to save the permissions or click “Cancel” to discard the changes.
• Once you save the details, the list of Granted permissions will be updated.

Visual Guard allows you to rename the permission set.

To rename the permission set, follow the steps below:

• Select the Repository > Application name > Permissions Set> Permission Set name from the Left Navigation Panel.
• The details of the selected permission set will be displayed.

• You can access the Rename menu using one of the following options:
  • Right click on the permission set name and select the Permission Set Name menu (A) from the popup menu.

Visual Guard allows you to remove the created permission set.

To remove the permission set, follow the steps below:

• Select the Repository > Application > Permission Set> Permission set name from the Left Navigation Panel.
• The detail of the selected permission set will be displayed.

• Access the Remove menu using any of the following options:
  • Right click on the permission set name and select the Remove menu (A) from the popup menu.

• Click “Yes” to continue the deletion or click “NO” to cancel the deletion.
• The permission set will be removed from the list.

The Monitoring page in Visual Guard provides a centralized view to track and manage all workflow requests within the system. It allows administrators and approvers to monitor the status of requests, review actions taken, and ensure that approval processes are functioning smoothly.

This page plays a key role in maintaining visibility, accountability, and control over access-related operations.

The monitoring page shows the numbers of the executions of a workflows on the VG webconsole and when it has been done.

All the details are displayed in this chart:

Features of the Workflow Data Dashboard

📊 Chart Type (Granularity Control)
Choose how data is grouped (e.g., Hourly, Daily and Monthly), allowing you to view workflow trends at different levels.

📅 Date Range Selection
Select a Start Date and End Date to analyze workflow activity within a specific timeframe.

🔄 Refresh Option
Click Refresh to update the chart based on the selected filters and ensure you are viewing the latest data.

📈 Visual Representation of Workflow Activity
Workflow data is displayed in a chart, making it easy to understand the number of processes over time and compare activity across different dates.

🟢🔴 Status-Based Color Coding

• Green represents successfully completed workflows
• Red indicates failed workflow processes

This helps quickly identify normal operations versus issues that may need attention.

🔍 Detailed Insights on Hover
Hovering over the chart provides detailed information for a specific date, such as the number of completed and failed workflow processes.

📋 Print / Export Options
Clicking on the list icon allows you to print or export the chart in formats like PNG, JPEG, PDF, and SVG.

The Visual Guard Workflow is a system that allows you to customize notifications or actions in the Visual Guard WebConsole. 

You can create an unlimited number of workflows. Each created workflow is available in this page. The Workflow is a system meant to personalized notifications or actions in the Visual Guard Webconsole.

The page indicates:

• Whether the workflow is activated or not: (A) “Inactive” or “Active”
• The name of the workflow. Example: New Workflow (B)
• The description, which usually indicates the purpose of the workflow (C)
• The date of latest modification (D)

Step 1: To create a workflow, click on Workflows on the left navigation panel –> Manage workflow –> create a workflow (A). 

Two types of Workflows can be created: 

• Create notification on user action: Allows administrators to set up automated notifications triggered by specific user actions. This feature helps in monitoring and responding to critical events in real-time, enhancing security and operational efficiency.

OR

• Create a custom workflow: Allows administrators to design and implement tailored workflows to automate security processes and user management tasks, enhancing efficiency and control.

Click on the below icons to know how to setup the workflows

The custom workflow feature in Visual Guard allows administrators to design approval processes tailored to specific organizational requirements. Instead of relying on default configurations, you can define your own workflow structure by setting approval steps, assigning approvers, and configuring rules based on different scenarios.

This flexibility ensures that access requests and permission changes follow the exact validation process required by your organization, improving control, consistency, and overall security.

Step 1: To create a workflow, click on Workflows on the left navigation panel –> Manage workflow –> create a workflow –> Create custom workflow 

Step 2: Enter a name and the description of the Workflow.

• The name in (A)
• The description in (B)

Step 3: Define the 2 parameters:Trigger & Event

• The trigger: open the dropdown list below and choose between the three possible triggers: 

1. EventLog

2. Intervale: If you select the Interval, the interval trigger will have to be chosen as below : 

3. Schedule: If you select schedule, one or several days of the week have to be selected and a schedule time has to be filled : 

Step 4: After choosing all the settings of the workflow, click on create in the right corner of the page.

Step 5: To add parameters and “events” to the workflow, click on it once it is created and follow these instructions : Edit a workflow

See also: 

• Edit a Workflow
• Operations

The notification feature in Visual Guard allows administrators to trigger automated alerts based on specific user actions within the system. These actions can include events such as access requests, role changes, approvals, or login activities.

By configuring notifications on user actions, organizations can ensure timely communication, keep stakeholders informed, and enhance system responsiveness. This helps improve visibility into critical operations while supporting faster decision-making and stronger security monitoring.

Step 1: To Create a notification on a user action, click on Workflows on the left navigation panel –> Manage workflow –> create a workflow –> Create notification on user action.

• The name can be defined in the “name” box (A)
• The Event can be defined in the “Event” box (B)

• An infinity of events can be chosen to define the workflow : 

After choosing the name and defining the event, 

• Enter the description of the Workflow that is being created (C) 
• Enter below the receiver(s) of the email / notification and click on add (D)
• The chosen Email will be added in the “selected receiver Email”

After choosing these parameters, enter the email that is going to be send as notification in “Email body”. 

• Other parameters can be chosen
  • Global variable
  • Parameteres
  • Special Parameteres 

After creating any Workflow, settings and parameters can be defined.

Click on the created Workflow, and this page will open, for example below is a custom workflow created.

Step 1: Click on any of the events created –> the details will appear on the right side –> make your update and click on Validate.

Step 2: Click on the Update button to complete the process and you will receive a message stating the “Workflow is updated succesfully”.

You can also delete any event created by clciking on the X icon that is seen on the top right corner.

The Workflow is a system meant to personalized notifications or actions in the Visual Guard Webconsole.

Once a workflow is created, nodes can be added that specify the actions of the Workflow and add details.

There are many types of nodes they are all available in the articles below. 

The nodes If/Else is the instructions node, to select it, click on the box If Else as shown below: 

After clicking, this page will open: 

• To name it, fill the box “Name” with the chosen name.
• A Display name can be chosen and filled in the box below the name box
• Write the description
• To write an expression follow the example shown : 

This is an intrinsic part of the nodes. 

• You can Add Operators

• You can also add variables 

The nodes “Send Email” is used to send email notification when the chosen trigger happens.

To put it in the workflow, click on the box shown below

After choosing the node, this page will open. 

Fill all the settings and Add Variables if this is needed. 

When this is done, click on validate and the nodes will be created. 

To create an action to get user, use the node “Get User” click on the box as shown below:

After that, this page will open: 

Fill all the settings and add the necessary variables in the “Find Value” box.

Click on validate when this is done.

To add in the workflow the actions of assigning a role to a user, click on the node ” Assign Role to User” as shown below:

After that, this page will open, 

• You have to enter the role’s number of identification 
• You Also have to fill enter the user’s number of identification of the user who’s the role will be applied

After filling all the settings, click on validate to create the node.

To create the action of a user approval, click on the node “User Approval” as shown below:

After that, this page will open:

• You have to fill all the settings, fill the user id with the chosen variable. 
• In the box “Is approved” you have to choose between true or false. 
• After that, click on validate to create the node

To create the action of a user locking, click on the node “User locking” as shown below:

After that, this page will open

• You have to fill all the settings, fill the user id with the chosen variable.
• In the box “Is approved” you have to choose between true or false.
• After that, click on validate to create the node

To add the action in the workflow of changing the password after the log on of a user, click on the node ” Must change password at next logon” as shown below

After that, this page will open:

Fill all the settings and enter the type of user ID in using the variables needed. Example: Manager.

After that, click on validate to create the node.

To create the action of the activation of an uri”, click on the node “Activation uri” as shown below:

And this page will open:

• You have to fill all the settings, fill the user id with the chosen variable.
• Choose all the variables for parameter, Expiry & Call uri.
• After that, click on validate to create the node.

To create the action of the call of an uri”, click on the node “call uri” as shown below:

You have to fill all the settings, fill the user id with the chosen variable.
After that, click on validate to create the node.

To add the action in the workflow of generating a documentation click on the box “generate documentation”:

After that, this page will open:

Fill all the settings needed and chose the right variable for the entity identification. 

After that, click on validate to create the node. 

To create the action of generating a permission matrix in the workflow, click on the box ” Generate permission matrix” as shown below:

After that, this page will open : 

Fill all the settings needed and chose the right variable for the entity identification. 

After that, click on validate to create the node. 

The Global Variant feature in Visual Guard allows administrators to define configurations that are applied consistently across the entire repository. Instead of setting up rules or behaviors individually for each application, the global variant ensures a centralized and uniform approach.

This simplifies management, reduces configuration effort, and helps maintain consistency in security policies, workflows, and notifications across all applications within the environment.

Workflow –> Global Variables –> Create Variable

To create a variable, all the settings below needs to be filled: 

• Name: The unique identifier for the global variable. this is a mandatory field.
• Type of the variable, it can be :
  • Boolean – Stores true or false values
  • Int32 – Stores numeric (integer) values
  • String – Stores text values
  • DateTime – Stores date and time values
  • Email – Stores email
• Description: A short explanation of what the variable represents.
• Value: The actual value assigned to the variable. e.g
  • Boolean → true / false
  • Int32 → 100
  • String → "Manager"
  • DateTime → 2026-04-29
• Remove: Deletes the specific variable entry.
• Update: Saves all changes made on the page, ensures that newly added or modified variables are stored and applied.

The Event Viewer in Visual Guard provides a centralized interface to monitor and analyze system activities and events in real time. It captures detailed logs related to user actions, workflow executions, notifications, and system operations.

By offering clear visibility into what is happening within the system, the Event Viewer helps administrators troubleshoot issues, track changes, and ensure smooth functioning of workflows and security processes.

This page allows you to audit all the event concerning a workflow that has happened on the console.

All the actions done have been reported in this page. The description of the action is shown under “Title” (A) and with the Date and time of it (B).

The User name of the person who did the action is written next to the title. 

The Event ID, unique identifier is also mentioned.

The Device used during the event is also recorded in the event viewer.

By clicking or hoovering over the “i” on the left of the date and time, informations of the workflow and the action will open: 

A time slot can be defined in order to find easily the event: 

The Workflow is a system meant to personalized notifications or actions in the Visual Guard Webconsole.

• Workflow Server: Enables or disables the workflow server

• SMTP Host: Defines the mail server used to send notifications
  • Host: The SMTP server address eg. smtp.company.com
  • Port: Port number used by the SMTP server
  • Enable SSL: Checkbox to enable secure email transmission
  • Username & Password: SMTP authentication username & password
• SMTP Test:
  • Recipients Email Address: Email address where the test email will be sent.
  • Sender’s Email Address: Email address used as the sender of the test email.
  • Test Connection: Validates SMTP configuration and connectivity.
• Update: Saves and applies changes to workflow server and SMTP configuration.

How to connect to Office 365

The user needs to have the rights to send emails by Office 365

Connect to Office 365 portal (https://portal.office.com/adminportal)

Go to active user and select your user

Click on “Manage email apps”

Check the option “Authenticated SMTP”

The username needs to be use for the email FROM

What is a Global MFA Policy? A Global MFA Policy in Visual Guard is a centralized set of rules and settings that define how MFA is applied across all applications and users within an organization.

You can go to setting –> Global MFA Policy and setup up your rules.

A – Select the type of method you are opting for the security.

• OTP via email or phone
• Secure link via email or phone

B – The number of Grace logins (allows users a limited number of logins, or a period of time, to access a system without completing the usual authentication requirements) you would like to provide.

C – Provide the setting required.

• Scope: choose where you want the setting to reflect either under the whole Repository or specific Application
• Duration: You can mention the time till when you want this feature to be active till

D – Provide the enrollment URL, ensure to have the correct URL of Identity Server.

Click on Update after setting up the policy.

The Workflow is a system meant to personalized notifications or actions in the Visual Guard Webconsole.

The setting section of the Workflow includes two differents part:

• License 
• User interface

The page user interface is divided in 3 sections: 

• Company logo 
• Theme
• Login Page text 

Company logo 

The company logo can be downloaded from this page by clicking on the folder icon as shown below (A) :

All the informations are detailed above it.

Theme

The color theme of the websites can be picked on the theme page. You can select 3 different theme (A). 

The UI settings are juste above the themes and you can check or uncheck them (B).

Login page texte

The Login page can be personalized via this page. 

• The tool bar has all the options and tools needed (A) 
• The text will be posted on the page (B) . 

Please follow the below steps to request for a license key in Visual Guard WinConsole.

• Step 1: Login to a repository

• Step 2: Go to Settings –> License –> Request License key

• Step 3: Fill in the required details.

• Step 4: After submitting your request, the support team will begin processing your key. You’ll be notified via email as soon as it’s generated.

The Visual Guard WebConsole allows you to generate a permission matrix for roles, groups, or users. 

• To generate it, click on the chosen role, user or group.
• Then go to the top-right corner menu and click on “Generate Permission Matrix” (A). 

• A new page opens. Select the information that will appear in the Permission Matrix. 

• When you have selected the desired parameters, click “OK” to generate the matrix or “Cancel” to return to the previous screen.
• The matrix will be downloaded on your computer. 

See also:

• Audit Permissions
• Permission coming from

Visual Guard allows to grant an infinite number of permissions for different types of entities: users, groups or roles.

This page explains how to investigate the permissions granted to a certain role (A).

• Click on the role or user or group you want to audit
• Then go on “Audit permissions” to see what permissions are granted
• For an application, go on the permission page and all the permissions granted to this application will be shown as below

See also: 

• Permission Matrix
• Permission coming from

Visual Guard allows to grant an infinite number of different permissions for different types of subgroups.

• When you Audit the permissions of a user or a group (role/ permission set), you can seek from where the permissions has been given by clicking on the icon under the « coming from » title (A).

• After clicking on coming from, a page will open with the details of the permissions. 

See also: 

• Audit Permissions
• Permission Matrix

System Requirements

• Operating System: Windows Server 2012, 2016, 2019, 2022
• Hard Drive: A minimum of 512 GB, up to 1 TB. A fast drive is recommended, ideally an SSD.
• CPU: Minimum of 4 cores, operating at 3 GHz or higher.
• RAM: At least 8 GB.
• Software: .Net Core 3.1, a web browser with JavaScript support.
• Database: SQL Server for the Visual Guard Repository (Standard Edition or higher), or Oracle for the Visual Guard Repository (Oracle Driver installation required).

1. Install Internet Information Services (IIS): IIS is a web server software package designed for Windows. It’s used for hosting websites and other content on the web. You can install it through the “Turn Windows features on or off” menu in the Control Panel.
2. Download and Install .NET Core Hosting Bundle: The hosting bundle includes the .NET Core Runtime, .NET Core Library, and the ASP.NET Core Module. The ASP.NET Core Module is a necessary component for hosting ASP.NET Core applications on IIS. You can download the hosting bundle from the official Microsoft website.
3. Restart IIS: After installing the .NET Core Hosting Bundle, you should restart the IIS to ensure the changes take effect. You can do this by opening a command prompt as an administrator and running the command iisreset.
4. Install .NET Core SDK 3.1: The SDK is necessary for developing .NET Core applications. You can download it from the official Microsoft website.
5. Verify the Installation: You can verify that .NET Core SDK and ASP.NET Core Runtime are correctly installed by opening a command prompt and running the following commands:
   • For .NET Core SDK: dotnet --version
   • For ASP.NET Core Runtime: dotnet --list-runtimes
   These commands should display the versions of .NET Core SDK and ASP.NET Core Runtime that are installed on your machine.
6. Install Visual-Guard WebConsole: Once IIS, .NET Core SDK, and ASP.NET Core Runtime are installed, you can proceed with the installation of Visual-Guard WebConsole. Follow the instructions provided by Visual-Guard for this process.

Installation Guide

The Visual Guard WebConsole needs to be installed on your server. Follow these steps for a successful installation:

1. License Agreement: Accept the license agreement to proceed with the installation.
2. Installation Details: Provide the necessary information, including:
   • The site
   • The virtual directory
   • The application pool
   Click ‘Next’ to continue with the installation.
3. Confirmation: Confirm to initiate the installation of the console on your server.
4. Installation Process: Please be patient while the installation process is underway.

Installation

The Visual Guard WebConsole needs to be installed on your server. Follow these steps for a successful installation:

• License Agreement: Accept the license agreement to proceed with the installation.

Installation Details: Provide the necessary information, including:

• The site
• The virtual directory
• The application pool

Click ‘Next’ to continue with the installation.

Confirmation: Confirm to initiate the installation of the console on your server.

Installation Process: Please be patient while the installation process is underway.