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Introduction

The Create New button is one of the most important controls within Keeper Security. 



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Create New Record

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To create a new Record, click the Create New button, then click the Record option in the drop down, then complete each of the following fields using the guidance below:

Field TitleDescription
TitleEnter in a title for the record as you want it to appear in your Vault. Adding a unique title will make searching for records easier within Keeper Security.
LoginAdd the Username associated with the Website Address.
Password

Add the password associated with the Website Address. If you do not currently have a password setup for the Website Address, you can have Keeper Security generate one for you by clicking on the Dice icon to the right of the field. When the Dice icon is pressed, additional generate password options appear below this field to select:

  • The password length anywhere from 8 to 50 characters long (the slide bar controls the password length)
  • If the password must contain at least one capital letter (A-Z)
  • If the password must contain at least one number (0-9)
  • If the password must contain at least on Symbol (Sym)
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Website AddressCopy and Paste the Website Address Login Page URL into this field. Be sure you input the Login Page URL otherwise Keeper Security will not be able to auto input your Username and Password and submit your credentials.
Customer FieldThis is an optional field. It can be used to input additional Login Field information on the Website Login Page Address. This field is only useful if the Login Page of the Website requires more than a Username and Password to access.
Files or PhotosThis is an optional field. This option allows you to upload a file or photo to the Record.
NoteThis is an optional field. Enter any relevant notes, if applicable, that relate to the Website Address.


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Create New Folder

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To create a new RecordFolder, click the Create New button, then click the Record Folder option in the drop down, then complete each of the following fields using the guidance below:. When the New Folder window opens, type the name in the Folder Name field and click Create.

Folders can only be created in your Vault which stores Usernames and Passwords for Websites. Folders make it possible to group related Records such as when you have access to two environments in an application (production and UAT).

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Create New Shared Folder

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To create a new Shared Folder, click the Create New button, then click the Shared Folder option in the drop down. When the New Folder window opens, type the name in the Folder Name field and click Create.

Shared Folders can only be created in your Vault which stores Usernames and Passwords for Websites. Shared Folders make it possible to group Records that are used amongst a group or team. Shared Folders should only be used for access to websites for which their is a shared license amongst the group or team.


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Create New Payment Card

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