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Introduction
The Create New button is one of the most important controls within Keeper Security.
Create New Record
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.
Then complete each of the following fields using the guidance below.
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)
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. 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
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.
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.
To move existing Records to a Folder, either Click and drag a Record over the Folder:
Or, Click on the Folder until the Right-Hand control pane opens and add the Record to the Folder:
Create New Shared Folder
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.
- 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.
- Add Records to the Shared Folder just as you would a Folder as shown in Create New Record section on this page.
- To add Users or Teams to the Shared Folder, open the Shared Folder, click Edit, then click the Users tab and 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.
Create New Payment Card
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