Add a Credential

Create one

1. Open Credentials.
2. Click New credential, or press N.
3. Choose who it belongs to: a client, or Internal for your own company.
4. Choose the type, for example login, API key, Wi-Fi, licence, certificate or secure note.
5. Give it a name people will search for, such as Acme – Microsoft 365 admin.
6. Fill in the details and click Save.

You can also add a credential from a company's Credentials tab in the CRM. It lands in the same vault.

Fields

• Username and Password.
• URL. The sign-in page.
• 2FA seed (TOTP). Paste the setup key and the vault shows the live six-digit code.
• Category and Tags. Used to group credentials in the left pane. Up to 20 tags per credential.
• Notes.
• Custom fields. Your own labelled fields, such as a PIN or recovery code. Mark a field as secret to keep it hidden until revealed.
• Expires on. The date the credential or licence runs out.
• Rotate every. How often the password should be changed.

Generate a password

Click the generator next to the password field. Choose a random password or a passphrase of several words, set the length, and click to use it. The strength meter updates as you type.

Duplicate

Open a credential and click Duplicate to start a new one from its details.

Edit

Open the credential and click Edit. When you change the password, the old one is kept in Password history.

Delete and restore

Move to bin takes a credential out of the vault and revokes its share links. Open the Bin view to Restore it or Delete forever. Deleting forever cannot be undone.

How it is stored

Secrets are encrypted before they are stored. The list never loads passwords. A password is fetched only when you reveal or copy it, and each time is recorded.