Passwordstate User Manual - Click Studios

[Pages:163]Passwordstate User Manual

? 2021 Click Studios (SA) Pty Ltd

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Passwordstate User Manual

Table of Contents

Foreword

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Part I Passwordstate User Manual

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1 Glossa.r.y................................................................................................................................. 4 2 Quick .S..t.a..r.t..T..u..t.o..r.i.a..l.s.............................................................................................................. 5

Part II Passwords

13

1 Passw..o..r..d..s..M...e..n..u.................................................................................................................. 15

Passw ords H.o..m....e................................................................................................................................................... 16

Navigation..T..r.e..e.................................................................................................................................................. 18

Passw ords Hom.e........................................................................................................................................ 21

Screen Options ................................................................................................................................... 22

Folders

......................................................................................................................................... 26

Folder Properties................................................................................................................................... 27

Clone a Folder ................................................................................................................................... 28

Passw ord..L..is..t.s.................................................................................................................................................. 29

Screen Options ......................................................................................................................................... 30

Add Passw ord ......................................................................................................................................... 35

Edit Passw ord ......................................................................................................................................... 42

Upload Documen.t.s....................................................................................................................................... 48

Email Permalinks ......................................................................................................................................... 49

Passw ord Action..s....................................................................................................................................... 50

Check-In Passw.o..r..d.............................................................................................................................. 51

Copy or Email Pa..s..s..w...o..r.d...P..e..r..m..a..l.i.n..k...................................................................................................... 53

Copy or Move to..D...if..f.e..r.e..n..t..P..a..s..s..w....o..r.d...L..i.s..t........................................................................................... 54

Filter Recent Ac.t.iv..i.t.y...o..n...t.h..i.s...R..e..c..o..r.d..................................................................................................... 55

Link Account to .M...u..lt.i.p..l.e...W...e..b...S..i.t.e...U..R...L..s............................................................................................... 56

Send Self Destru..c..t..M...e..s..s..a..g..e................................................................................................................ 56

View & Compare...H...is..t.o..r..y...o..f..C..h..a..n..g..e..s................................................................................................... 58

View Document.s.................................................................................................................................. 59

View Individual P..a..s..s..w....o..r.d...P..e..r.m...i.s..s..io..n..s................................................................................................ 60

Grant New Perm..is..s..i.o..n..s........................................................................................................................ 61

View Passw ord..R...e..s..e..t..D..e..p..e..n..d..e..n..c..i.e..s................................................................................................. 63

List Administrato.r..A...c..t.i.o..n..s........................................................................................................................... 65

Bulk Update Pas.s..w...o..r..d..s....................................................................................................................... 68

Bulk Update Pas.s..w...o..r..d...R..e..s..e..t..O...p..t.io..n..s.................................................................................................. 71

Edit Passw ord L.i.s..t..P..r.o..p..e..r..t.ie..s............................................................................................................... 72

Passw ord List D..e..t.a..il.s...T..a..b.................................................................................................................... 73

Customize Fields...T..a..b............................................................................................................................ 78

Guide Tab ................................................................................................................................... 80

API Key & Settin.g..s...T..a..b......................................................................................................................... 81

Save Passw ord..L..i.s..t..a..s...T..e..m..p..l.a..t.e......................................................................................................... 83

Toggle Visibility .o..f..W...e..b...A...P..I..ID...s............................................................................................................ 84

View Passw ord..L..i.s..t..P..e..r.m...i.s..s..io..n..s......................................................................................................... 85

Grant New Perm..is..s..i.o..n..s........................................................................................................................ 86

View Recycle B.i.n................................................................................................................................. 88

Add Folder .......................................................................................................................................................... 89

Add Private P.a..s..s..w....o..r..d...L..i.s...t.................................................................................................................................. 90

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Contents

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Add Shared P.a..s..s...w...o..r..d...L...i.s..t.................................................................................................................................. 93 Adm inister Bu...l.k...P..e...r.m....i.s..s...i.o..n..s.............................................................................................................................. 97 Expiring Pass.w...o...r.d...s...C...a..l.e..n..d...a..r............................................................................................................................. 98 Passw ord Lis..t..T..e...m...p...l.a..t.e..s..................................................................................................................................... 99

Add New..T..e..m...p..l.a..t.e.......................................................................................................................................... 100 Linked Pa.s..s..w....o..r.d...L..i.s..t.s.................................................................................................................................... 101 Pending Acc.e..s...s...R..e...q..u..e...s..t.s.................................................................................................................................. 102 Request Acc.e...s..s...t..o...P..a..s...s..w...o...r.d...s......................................................................................................................... 103 Toggle All Pa..s..s...w...o..r..d...L...i.s..t..V...i.s..i.b...i.l.i.t.y................................................................................................................... 105

2 Tool.s...M..e..n..u......................................................................................................................... 107

Account Disc..o..v..e...r.y................................................................................................................................................ 107 Have I Been P...w...n..e...d...P..a..s...s..w...o...r.d....C..h...e..c..k............................................................................................................... 111 Im port Pass.w...o..r..d..s................................................................................................................................................ 112 Passw ord G.e..n..e...r.a..t..o..r........................................................................................................................................... 116 Passw ord Re...s..e..t..s...i.n...P...r.o...g..r..e..s..s........................................................................................................................... 119 Self Destruc.t..M...e...s..s..a..g...e........................................................................................................................................ 120

3 Repo..r..t.s..M...e..n..u..................................................................................................................... 122

Auditing .......................................................................................................................................................... 123 Auditing Gra.p..h...s.................................................................................................................................................... 126 Scheduled R.e..p...o..r..t.s............................................................................................................................................... 127

4 Pref.e..r.e..n..c..e..s..M...e..n..u.............................................................................................................. 131

Address Boo..k........................................................................................................................................................ 131 Preferences.......................................................................................................................................................... 131

Passw or.d..s...T..a..b............................................................................................................................................... 132 Hosts Tab......................................................................................................................................................... 133 Miscellan.e..o..u..s...T..a..b........................................................................................................................................... 133 Color The.m...e...T..a..b.............................................................................................................................................. 135 Authentic.a..t.i.o..n...O...p..t.io..n..s...T..a..b.............................................................................................................................. 136 Mobile Ac..c..e..s..s...O..p..t.i.o..n..s...T..a..b............................................................................................................................. 153 Brow ser .E..x..t.e..n..s..i.o..n.......................................................................................................................................... 153 API ......................................................................................................................................................... 154 Em ail Notifica..t..i.o..n..s................................................................................................................................................. 155

Part III Hosts

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1 Host.s..H...o..m...e...S..c..r.e..e..n............................................................................................................ 156

View All Hos.t...R..e..c..o...r.d...s......................................................................................................................................... 157 View Host Di.s...c..o..v..e..r..y...J..o..b...s.................................................................................................................................. 160

2 Rem.o..t.e...S...e..s.s..i.o..n...M..a..n..a..g..e..m...e..n..t........................................................................................... 162

Part IV Administration

162

Part V Help Menu

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Passwordstate User Manual

1 Passwordstate User Manual

Welcome to the Passwordstate User Manual.

This Manual will provide instructions for the basic usage of Passwordstate, as well as more detailed instructions for settings and permissions as they relate to Password Lists.

Getting Started - Glossary

Before getting into the detail of this manual, it is recommended you first read the brief glossary so you are aware of some of the terms used throughout this manual - Glossary.

Getting Started - New Users

If you are new to Passwordstate, please study the Quick Start Tutorials to familiarize yourself with the basics.

1.1 Glossary

Please become familiar with the following Passwordstate glossary, as a knowledge of each of the definitions will be useful in understanding the rest of the content in this manual.

Definition List Administrator Actions Password

Password List Password List Administrator

Password List Template

Shared Password List

Description

A drop-down list of actions (functions) applicable to each Password List, and accessible by Password List Administrators

A secret word of phrase that must be used to gain access to something i.e. IT infrastructure, business system, secure web site, etc

A collection of related passwords

A registered user of the system who has been granted 'administrator' permissions to a Password List - allowing them to control settings, permissions, run various reports, etc.

A template for a collection of related passwords, whose settings can be used as a basis for creating new Password Lists, or linked to existing Password Lists.

A collection of related passwords which can be shared amongst multiple users

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Private Password List Password Folder Navigation Menu

Navigation Tree

Security Administrator Actions Toolbar

A collection or related passwords which are only visible to the user who created the Private Password List

A collection of related Password Lists

The horizontal menu system visible at the bottom of the screen i.e. Passwords, Generator, Auditing, Preferences, Administration and Help

The tree-structure visible on the left-hand side of Passwordstate interface which shows all the Password Lists and Folders you have access to

A registered user of the system who has elevated privileges, allowing them to administer various system wide settings

A number of buttons/controls visible at the bottom of each of the Passwords grids.

1.2 Quick Start Tutorials

The following is a few quick tips to get you familiar with the Passwordstate interface, and some of the features it offers.

Organizing Password Lists Navigation Tree

You can organize the Password Lists Navigation Tree, displayed on the left hand side of Passwordstate, by simply dragging and dropping the tree nodes. Any changes you make to how the tree structure appears, will automatically be saved and displayed the same next time you use Passwordstate.

If you want a tree node to be displayed at the root of the navigation tree, simple drag and drop onto the highlighted 'Passwords Home' node you see in this picture.

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Passwordstate User Manual

Navigation Menu Items

There are two types of Main Navigation Menus available - a Vertical one on the left hand side of the screen, or a Horizontal one at the bottom of the screen. Each of these Menus have sub-menus providing access to the core functionality within Passwordstate. Note: Some of these actions may be disabled by your Security Administrators of Passwordstate.

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You can also expand and pin the Vertical Menu.

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Passwordstate User Manual

Grid Actions Drop-down Menus

On the majority of the grids which you will see, there is a little Green graphic which you can click on to provide various actions. With the image to the left, this is the available actions for individual passwords. Note: Some of the actions may be disabled depending on some site wide settings, or on your own access rights.

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