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Tips and Best Practices

How Many Groups Do I Need?

There are no min or max numbers of groups needed. It all depends on your clients’ needs. For example, if Client A works with SEO, ads, and server maintenance, you could create 3 separate groups for each. In another instance, Client B could be doing a website redesign, in which you would have 1 group.…

Users & Teams – What’s the Difference?

Users Users are individuals that can be added to your company. To add a new user, visit Adding a User. If you’d like to delete a user, visit Removing Clients, Users, Groups, etc. Teams Teams are a great way to organize your users. To create a team and add users to it, refer to How…

Getting Started

To create an Elepass account for your company, start at the login page and click the Sign Up link. Enter your business email on the following page and click Let’s Start! Fill out the information on the next step, then click Almost There! Create a secure password for your account and select whether or not…

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 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…

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…

Adding A User

To add a user, go to the Users tab and click the + Add New button in the top right corner. Next, select New User. If you want to add a new team, select New Team. Add your user’s email address and choose which permissions they’ll receive. Click Save in the top right corner. The…

How to Best Use Groups

Groups are the core of what makes your Clients flow so well and stay so organized. There are a lot of different ways to customize your groups – we will touch on just a few use cases to get you started. The most important thing to remember – There is no wrong way to setup your groups! Example…