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Key Features

How To Request, Use, and Delete a Credential

Request a Credential There are a couple ways to request a credential from your client. The first way is to click on blue plus sign button on the right hand side of the page, like you’re adding a credential (as seen in Editing a Client). On the next screen, make sure the circle labeled “Our…

Removing Clients, Users, Groups, etc.

Deleting A Client To remove a client from your company, open the client you would like to delete and click Settings on the left sidebar. On the bottom of the page, select Delete “Your Client”. Verify that the correct client is listed in the pop up window and click Delete. Deleting A User To remove…

Enabling Two-Factor Authentication

To enable two-factor authentication for your account, first, click on the profile icon in the top right corner and choose My Profile. Choose the Two-Factor Authentication dropdown box and click the Enable 2FA button. The pop up displays the steps you need to take to authenticate. Download an authenticator app, scan the code, and enter…

How To Create A Team

To create a team within your company, select the Users tab at the top of the page, then click the blue + Add New button in the top right corner. Choose New Team. Enter your team name and add its members. Click Save in the top right corner. Your team will now be displayed and…

How Can I Share Credentials?

Option 1 – Share a link Click the credential you would like to share, then select the dotted icon in the top right corner. Click Share. If you want to view those whom you’ve shared the credential with, click Show Shared Access List. This is where you can set the expiration date and maximum number…

Viewing Your Company’s Activity

You can view your company’s activity by selecting the Activity Log tab at the top of the page. This displays the last 250 activities. If you would like to see older information, you can export the data. To do so, click the Export button. Select the dates of logs you want to view and click…

Exporting Credentials

To export your credentials, go to the My Vault tab. Select Settings. Click the Export Credentials button and all of your data will be exported in a CSV file and downloaded to your computer. When opened, the file contains the group name, site name, URL, username, password, and any notes that were listed under a…

Editing a Client

To begin making changes, select the client you want to edit. Next, click on the settings button in the bottom of the sidebar. On the settings page, you’ll be able to edit the name, logo, or delete the client. Make sure to save your changes once you’re done. Updating Client Permissions Select the Client Permissions…

How To Edit A Group

To start editing your group, select the Group Settings button in the top right hand corner. Choose Edit Group. To delete the group, choose Delete Group. To the right of Group Permissions, select the +Add button. Here you can update group members and edit the permissions of the group. Click save.

Adding a Client

To add a new client, start by going to the Clients tab. Click the Add Client button located in the top right corner. Step 1 Upload an optional logo of your client. Enter your client name and click Next. Step 2 In the client permissions step, you can add users and teams you’ve already created…