Aura - Title

color	#0073a4
textAlign	left
fontSize	28
lineHeight	28
cloudText	Demo Title
tag	h1
fontWeight	bold

Keeper Security: "Create New" Button

Aura - Divider

serializedStyles	{"alignment":{"horizontal":"start"},"icon":{"name":"faPaperPlane","color":"#333","size":24},"text":{"color":"#333","fontSize":14,"textAlign":"left","fontWeight":"bold","text":"Aura Divider"},"border":{"top":false,"right":false,"bottom":true,"left":false,"color":"#0073a4","style":"solid","width":2},"size":{}}
type	regular

Introduction

Info

icon	false

Panel

borderColor	#5f5f5f
bgColor	#dfdfdf
borderStyle	solid

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

Expand

title	screenshot

and offers the ability to create and store Website or Application password and online payment information. Additionally, you can also create Folders and Shared Folders to help organize Records for yourself or for your team if access to some sites is shared.

Image Modified

Create New Record

instructions

UI Steps

size	small

UI Step

Expand

title

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

Image Modified

UI Step
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

Image Modified

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.

UI Step

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

Image Modified

Create New Folder

instructions

UI Steps

size	small

UI Step

Expand

title

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

Image Added

UI Step
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).

You new Folder will now appear at the top of your Vault, listed alphabetically with any other Folders.

Expand

title	screenshot

Image Added

UI Step

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	Keeper Security
space	LIBRARY
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	Keeper Security
space	LIBRARY
height	100%

Expand

title	screenshot

Image Removed

Create New Shared Folder

instructions

UI Steps

size	small

UI Step

Expand

title


To create a new Shared Folder, click the Create New button, then click the

Shared

Shared Folder option in the drop down. This will open a new window.

Expand

title	screenshot

Image Added

UI Step
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 there is a shared license amongst the group or team

You new Shared Folder will now appear at the top of your Vault, listed alphabetically with any other Folders.

Expand

title	screenshot

Image Added

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

UI Step

To manage the default Permissions for the Shared Folder, click on the Shared Folder to open the control pane, then click Default Folder Settings option and check the box for how you would prefer permissions to be automatically set for added Users or Teams.

Expand

title	screenshot

Image Added

UI Step

To add Users or Teams to the Shared Folder, click on the Shared Folder, click Edit, then click the Users tab and 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 Team, and Users can only be added if they have an active Keeper Security license.

Expand

title	video

Multimedia

name	AddUsersTeams.mov
width	100%
page	Keeper Security
space	LIBRARY
height	100%

UI Step

To manage permissions for specific Users or Teams already added to the Shared Folder, click on the Shared Folder, click Edit, then click the Users tab. Locate the correct User or Team record then click the permission drop-down to the right of the User or Team name. Finally, select the option best suited for the User or Team.

Expand

title	screenshot

Image Removed

Image Added

Create New Payment Card

Info

icon	false

Payment Card information is separate from the Vault and can be accessed by clicking the Identity & Payments option from the left-hand navigation pane.

UI Steps

size	small

UI Step
Creating new Payment Information can be achieved either by clicking the Create New button and selecting Payment Card (as shown in the image at the top of this page) or by accessing the Identity & Payments option and clicking the button

Create New Payment Card

Expand

title

	screenshot

Image Added

UI Step

A new window will open for you to input the details of your Payment Card. Complete all fields. Be sure to toggle the Default option if the card information you are entering should be treated as your primary online payment method.

Expand

title	screenshot

Image Added

UI Step

When adding an address to the Payment Card, click on the Add Billing Address drop-down and select the appropriate option. Addresses stored for any other Payment Card information will be accessible from this drop-down. If this is your first Payment Card, click on the New Address option and complete all fields.

Expand

title	screenshot

Image Added

instructions

HTML
<style type="text/css"> #title-text { display: none;} </style>

Page tree

Versions Compared

Old Version 7

New Version Current

Key