Passportal Help

Site Administrator Guide

Download Unbranded Site Administrator Guide

Get Started with MyPassword App in a Few Easy Steps

  1. Step 1 - Activate Your MyPassword App Account
  2. Step 2 - Familiarize Yourself with the Site
  3. Step 3 - Create Folders and Passwords
  4. Step 4 - Setup Security Preferences
  5. Step 5 - Invite Your Team
  6. Step 6 - Install the Chrome Extension
  7. Advanced Features

Step 1 - Activate Your MyPassword App Account

  1. To begin, you will initially receive an email asking you to activate your account. Continue by clicking Activate Account, or you can copy and paste the link into a web browser to continue.
  2. Click Activate Account and you continue to the next step, setting your Security Questions and Password.
  3. Choose your Security Questions and Answers
  4. Select three security questions that you would like to help secure your account. Choose something you will be able to remember easily, but hard for anyone else to guess.

  5. Choose your Organization Key.
  6. The Organization Key is perhaps one of the most important steps in the setup. It is a special phrase that will be used in conjunction with you and your team's passwords to encrypt all of your data. Make it long and memorable and remember – it can’t be changed!

  7. Choose your Password
  8. Choose a complex password.

  9. Click Activate Account. You are logged into the site.

Step 2 - Familiarize Yourself with the Site

Once you have activated your account, you will be logged directly into the site. Take a few minutes to acquaint yourself with the various areas.

1 Top Toolbar

  • New - Quickly create new Passwords or Folders
  • Edit - Edit your selected Password or Folder
  • With selected - Move, bookmark, or disable selected items

2 Folders and Passwords

Folders and passwords can be created and accessed in these areas

3 Navigation Bar

  • My Vault - Where you store your personal credentials and passwords. No one else has access to this area but the logged in user.
  • Company Vault - Any passwords added for the company to be shared are found here.
  • User Mng. - Add, Disable, and Manage all users
  • Access Control - Manage who can access what, and what they can do
  • Reports - Various reports on usage and status of passwords
  • Settings - Configure 2-factor authentication and other options

Step 3 - Create Folders and Passwords

Creating Folders

Creating a folder structure can help organize and manage your passwords better, not only with your shared passwords in Company Vault but even your MyVault passwords.

Creating folders first will make it easier to create or import passwords in the next step.

Creating Passwords

Now you are ready to enter your passwords.

  1. To manually enter a password, click New Password to get started and add the following details:
    • Folder - Select which folder you would like to store your password in
    • Username - Your username (sometimes an email address)
    • Password - You can create a random password and also view the strength of your password with the colored bar
    • Description - Folders can be created here to help manage and organize passwords
    • Type - Pick a category to help categorize your passwords
    • URL - The website associated with this password
    • Notes - Anything else you’d like to add
  2. Click Create to finish.

Step 4 - Setup Security Preferences

Before you invite your team to start storing and sharing their passwords, you will first need to configure three different types of security preferences.

Security Groups – What Users Can See

Security groups are used to help manage which users are able to access and view particular folders you have created to organize your passwords in the Company Vault

To create a Security Group, select Access Control from the Navigation Bar, Security Groups and then select +New Security Group.

Permission Levels – What Users Can Do

Permission levels dictate what level of control users have over the passwords they have access to. For example, Create, Edit, or Disable.

To create a Permission Level, select Access Control from the Navigation Bar, Permission Levels and then select +New Permission Level.

Two-Factor Authentication – How Users Are Protected

Two-Factor Authentication is optional, but highly recommended. This setting adds an extra level of protection, requiring your users to request an additional form of identification to access their passwords.

To enable this feature, choose Settings, then General, and finally Two-Factor Authentication. Several options are available, so speak with your IT Provider for guidance on which one should be considered for your organization.

Step 5 - Invite Your Team

You are now ready to invite your team to activate their own accounts and start using MyPassword App.

To add a team member, select User Management from the Navigation Bar on the left, and select Users. Then choose New User.

Once created, that user will receive an email, similar to the one you had received, prompting them to activate their account.

To create all of your passwords at once, review Advanced Options at the end of this guide to learn about Importing!

Step 6 - Install the Chrome Extension

The MyPassword App includes a Chrome web browser extension that allows you to use your stored passwords easily and securely with many of your favourite websites without the need to log directly into the password site first.

To download and install the extension, follow these steps:

  1. Select Settings, then Downloads
  2. Click the Download – Chrome Extension
  3. Click Add to Chrome.

Advanced Features

Importing Bulk Passwords, Folders, and Users

When inputting passwords into your Company Vault to be shared with your team, or even your MyVault passwords, you may want to use the Import/Export option to bring in multiple records quickly and easily.

  1. To do this, navigate to Import/Export below and click Import Templates - Download
  2. This will provide you with a compressed file containing two special import files.
    • Importing Passwords (with Folders) - Client Password Import Template.csv
    • Importing Users – Client User Import Template.csv
  3. When these are filled out, simply Drag-and-Drop the files into the Import window.