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Introduction

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

Create New Record

  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.

  2. 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)

    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.

  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 .

Create New Folder

  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.

  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.

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

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

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Create New Shared Folder

  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.

  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.

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

  4. 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.



  5. 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.

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  6. 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.

Create New Payment Card

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

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