Working with Password Manager

Contents

Password Manager overview

Password Manager allows you to store, share, and manage account credentials with a simple, secure login so you don’t have to worry about security or remembering passwords. There is no limit to the number of passwords you can store in Password Manager.

• On the top left navigation, select a client in the search bar. 
• On the left side navigation click on Password Manager.
• You should see something similar to the following view with the title Password Manager at the top:

Adding an account to Password Manager

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. 

Requesting account credentials

To request credentials from a client, click the “Request Credentials” button on the upper right-hand corner of the page. 

A popup screen will appear with “Request Credentials from Client” as the title.

Add the Site Name, URL for the credentials you are requesting, and assignee for the request using the drop-down menu. Once you have filled in the required information click the Request Credentials button.

A task will be created and the assignee will be notified via email that you are requesting credentials. You will also see a yellow banner appear on the top of the Password Manager homepage, as well as “Credentials Requested” next to the credential card.

Note: Partner Admin and Partner Ops users can request or add credentials.

Banners in Password Manager

There are two types of banner messages: 

1. Issue Reported: This is a red banner detailing that a credential has an issue and needs updating.
2. Credential Requests: This is a yellow banner detailing that a credential is in the request state. 

Updating an Issue Reported

To update an issue reported, click the “Edit” button to the right-hand side of the credential card on the Password Manager home screen. Go in and update the needed fields and then click the “Save” button.

Tasks generated by Password Manager

There are 2 types of auto-generated tasks associated with Password Manager: 

1. “Request Credentials” tasks, which trigger a task titled Provide X Credential. This type of task provides a description with a link to Password Manager. The user who is assigned to this task should click on the task and enter in the requested credentials. Once the credentials have been submitted the task will automatically be marked as completed. 
   
   
   
   
2. "Issue Reporting" tasks will trigger a task with the title “X Account Issue.” This type of task information provides a description with a link to Password Manager. The user who is assigned to this task should click on the task and enter in the requested credentials. Once the credentials have been submitted the task will automatically be marked as completed.