Introduction

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

1. To create a new Record, click the Create New button, then click the Record option in the drop down. This will open a new window.

   Expand
   title screenshot

   
   

2. Then complete each of the following fields using the guidance below.

   Expand
   title information table
   Field Title Description Title Enter 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. Login Add 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) Expand title screenshot Website Address Copy 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 Field This 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 Photos This is an optional field. This option allows you to upload a file or photo to the Record. Note This is an optional field. Enter any relevant notes, if applicable, that relate to the Website Address.

   
   

3. When you have completed the form, click the  Save button in the upper right hand corner. Your new  Record can now be accessed from your  Vault .
   

   Expand
   title screenshot

   
   

1. To create a new  Folder in your , click the  Create New button, then click the  Folder option in the drop down. This will open a new window.
   

   Expand
   title screenshot

   
   

2. When the  New Folder window opens, type the name in the  Folder Name field and click  Create . You new  Folder will now appear at the top of your Vault, listed alphabetically with any other  Folders.
   

   Expand
   title screenshot

   
   

3. To move existing  Records to a  Folder , either Click and drag a  Record  over the  Folder:
   

   Expand
   title video
   Multimedia name AddingRecord.mov width 100% page Videos height 100%

   
   

   Or, Click on the Folder until the Right-Hand control pane opens and add the Record to the Folder:

   Expand
   title video
   Multimedia name ClickandDrag.mov width 100% page Videos height 100%

   
   

1. To create a new Shared Folder, click the Create New button, then click the Shared Folder option in the drop down. This will open a new window.

   Expand
   title screenshot

   
   
   

2. When the New Folder window opens, type the name in the Folder Name field and click Create. You new Shared  Folder will now appear at the top of your Vault, listed alphabetically with any other  Folders.
   

   Expand
   title screenshot

   
   

3. Add Records to the Shared Folder just as you would a Folder as shown in Create New Record section on this page.
   
   

4. To add Users or Teams Users or Teams to the Shared Folder, open the Shared Folder, click Edit, then click the Users tab and add Users or Teams. use the Email or Team Name field to add users or teams. Teams must be set up with IT before you are able to add a Teama Team, and Users and Users can only be added if they have an active Keeper active Keeper Security license.
   

   Expand
   title video
   Multimedia name AddUsersTeams.mov width 100% page Videos height 100%

   
   

5. gg