Quick Start

This page provides the shortest path from first sign-in to opening an asset, followed by a task-oriented map of the user guides.

First-time workflow

1. Initialize and sign in

Create the administrator after installation, then sign in to the management interface.

2. Choose the resource type

• Linux, Unix or network devices: SSH Assets
• Windows servers or desktops: Windows / RDP Assets
• VNC or Telnet: VNC and Telnet Assets
• Internal websites: Web Assets
• Databases: Database Audit

If Next Terminal cannot directly reach the target network, configure a Security Gateway or SSH Gateway first.

3. Create credentials and the asset

Create a reusable Credential when appropriate. Add the asset with its protocol, address, port and target account, then perform an administrator connection test. See Asset Management Overview.

4. Authorize users

Under Resource Authorization > Asset Authorization, select users or departments and assets or asset groups. Attach an access strategy and expiration when needed. See Resource Authorization.

5. Open the asset

Users open authorized assets from the Browser Access Workspace. For native clients, use the SSH Proxy Server, RDP Proxy Server or Termark.

6. Verify audit records

After a test operation, verify online/offline sessions, command logs, file logs and access logs so that authorization, recording and audit behavior match expectations.

Find a guide by task

Task	Guide
Add and organize protocol assets	Asset Overview
Manage passwords and SSH keys	Credentials
Assign assets and file permissions	Resource Authorization
Upload/download files on Linux	SSH File Management
Transfer files between Windows and a local computer	Windows File Management
Reach a VPC, office or remote network	Security Gateway
Use a standard SSH client	SSH Proxy Server
Use Windows Remote Desktop	RDP Proxy Server
Publish an authenticated internal site	Web Assets
Configure MFA	Passkey or TOTP

Recommended go-live checks

1. Test an asset as both administrator and normal user.
2. Confirm users see only authorized assets.
3. Confirm file and clipboard controls match the strategy.
4. Enable HTTPS and MFA for external entry points.
5. Verify session, command and file audit logs.
6. Set expiration for temporary access.