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How do I add client credentials in Password Manager?

To add your client’s credentials, click the “Add New” button on the upper right-hand corner of the page.

To add your client’s credentials, click the “Add New” button on the upper right-hand corner of the page.


A pop-up screen will appear with “Add New Account” as the title.

Add the Site Name, URL, Username, and Password. You can also leave an Account Nickname and any Notes such as the answers to security questions associated with that account. Once you have filled in the required information click “Save.”


This can also be done via requested Task. If you have a credential request Task assigned to you, you can simply open the task and enter the credentials directly into the Task Details.