Create & Manage Passwords

Prerequisites

You must be a Site Deluxe Administrator to create folders and security groups.

Key Concepts

Before creating passwords, understand how access control works:

• Password Folders organize and secure groups of passwords. Access is controlled by Security Groups.
• If a password is created without a folder, all users can see it.
• If a folder has no Security Groups assigned, all users can access its passwords.
• Security Groups are collections of users that you assign to folders to restrict access.

The Workflow

Setting up a secured password folder takes three steps:

1. Create a Security Group and add users to it
2. Create a Password Folder and assign the Security Group
3. Create passwords inside the folder

Step 1: Create a Security Group

1. Log in to the Think Vault web portal.
2. Click Access Control → Security Groups.
3. Click New Security Group, enter a name (usually matching the department or folder it will secure), click Edit to assign users, then click Save.

Step 2: Create a Password Folder

1. Click Company Vault in the left sidebar.
2. Click New Folder on the right.
3. Enter a name for the folder.
4. Click Edit under Assigned Groups and select the Security Group you just created.
5. Click Save.

Step 3: Create a Password

1. Click Company Vault in the left sidebar.
2. Click the folder you want to add the password to.
3. Click New Password.
4. Fill in the details:
   • Verify the Folder is correct
   • Enter the Username and Password
   • Write a clear Description (this is the name you will see in the list)
   • Choose a credential Type
   • If the password is for a website, paste the URL of the actual login page
   • Add any Notes you find useful
5. Click Create.

Tip: After creating your first password in a secured folder, ask a colleague who has access to that folder to confirm they can see it. This verifies your Security Group setup is working correctly.