Secret Server

Secret Server integrates with industry applications such as ConnectWise, AutoTask and Microsoft CRM (must be on-premise versions since integration is at the database level). Secret Server has nested folders which can be used to organize your Secrets based on different customers. You can then apply permissions to these folders (just like Windows folders) to determine who can view or change the passwords within them. These folders can then be synchronized with your customer structure in other applications.

For Example

Secret Server
• + Root
  • - Internal
  • - Infrastructure
  • - Etc ...
  • - Customers
    • - Prospects
    • - Acme Inc
    • - ABC Inc
  • - Existing
    • - Delta Corp
    • - Smith & Associates
  • - Past
    • - Wagonwheels Inc

If a customer moves from being a prospect to an actual customer in the 3rd party application, then the folder automatically moves in Secret Server. You can also make custom links in your other application to open into Secret Server to show the passwords for a single customer by passing the customer name (as a folder name) in the URL querystring.

You can specify the database connection information and the synchronization interval. Secret Server has built in configuration for ConnectWise but using a custom SQL view allows you to easily integrate with other application.

How to create a custom view for Folder Synchronization

Note: There is also a ConnectWise theme for Secret Server to make the application look similar to ConnectWise. It is easy to create and extend the existing themes if this interests you.