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«Getting Started Guide Passpack Administration Introduction Browser Requirements Things to Have On-Hand Payments & Billing Getting Acquainted Shared ...»

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Online Password Manager for Workgroups

Getting Started

Guide

Passpack Administration

Introduction

Browser Requirements

Things to Have On-Hand

Payments & Billing

Getting Acquainted

Shared Users, Groups & Permissions

Your Password List

The Entry Window

Creating Your Company Account

Setting Up Shared Users

Getting Your Team Connected

Creating Groups

Import Your Passwords

Sharing Passwords

One By One

Bulk Sharing

More Popular Features

Auto-Login to Websites with Passpack It!

Letting Staff Save Entries to the Central Repository

Passpack Administration: Getting Started Guide – Last update: October 2010 1 Making Large Accounts Load Faster

Passpack Desktop & Backing Up Your Data

Passpack Help is Free and Abundant

Passpack Administration: Getting Started Guide – Last update: October 2010 2 Introduction Congratulations! You're about to take an important step in protecting one of your company's most important assets: its passwords. We're thrilled you've chosen us as your partner. We believe you'll find Passpack a big relief from day one, and hope it'll become an integral part of your business as you grow.

When used correctly Passpack is an important tool in your collaboration toolbox. It'll reduce time spent on solving password issues and let you securely interact with customers, partners and staff. As a bonus, it'll also automatically log you and your entire staff into websites with the click of the Passpack It! button.

This guide will take you through the basic steps to get your business account properly set up as a shared centralized password repository.

While Passpack is a stable, fully-working software, we are constantly working to improve it. So please let us know anything we can do to make password management easier for you and your company. And of course, should you have any questions, please don't hesitate to ask for help: http://help.passpack.com/contact

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Passpack aims for compatibility with most popular modern browsers, and has been tested on the latest stable versions of Google Chrome, Opera, Firefox, Safari, Internet Explorer 7+. Other browsers may also work just fine, however we do not test for them specifically. Passpack also has limited support for Internet Explorer 6, though we recommend you use it only in situations in which you have no other choice – it is extremely slow and not all features are available.

You may access Passpack with iPhone, iPad, Android or other smart phone at http://m.passpack.com Things to Have On-Hand We're assuming that you're following this guide because you are setting up the main password repository for your company, and you plan on provisioning passwords to other people inside and/or outside your

organization. To achieve this goal quickly, you should have the following items on hand:

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A printer. We highly suggest you print your Passpack login credentials.

• You may also want to give some thought as to how you'd like to set up your Shared Users and Groups. See the next section, Some Basic Concepts, for more information.

With these items ready, it should take you less than an hour to be completely up an running.

Payments & Billing Passpack accepts all major credit cards, as well as PayPal payments. You need only purchase one upgrade for your entire company. All your clients, partners and employees are welcome to use Free accounts.

You must first sign up for a free account, then go to Account Packages & Pricing to upgrade to a premium version. You'll make your payment during the upgrade. From the moment of payment, all accounts also have a 30 day money back guarantee.

You may download your paid invoice from Account Billing & Invoices menu in your account.

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Shared Users, Groups & Permissions Passpack gives you a set of tools to organize and distribute your passwords according to your specific needs.

People – contacts you can communicate with via secure messages, or add to your Shared Users.

• You may have an unlimited number of People in your account.

Shared Users – contacts that you have chosen to actively share passwords with. This may be in • order to provision passwords to employees (each employee would be a Shared User), or to collaborate with external partners (each partner would be a Shared User). The number of Shared Users you may activate depends on the Passpack upgrade you purchase.

Groups – for organizing your Shared Users. Good candidates for groups are, for example, all users • in a certain department or all users involved with a certain client or client project. The number of Groups you may create depends on the Passpack upgrade you purchase.

Permissions – “view only” or “view & modify”. Permissions are set on a per-password basis.

• When you share with a Group, everyone in that group will be assigned the same level of permission.

Example: Sharing with the Sales Department You can share your passwords either with single Shared Users, with an entire Group, or both. For example, if Sally, Sean and Sam all work in the sales department, create a group called Sales and assign Sally, Sean and Sam to it. You can then share as many passwords as you'd like passwords with the Sales group and they'll automatically appear in Sally's, Sean's and Sam's accounts. Whenever a password is updated or deleted, those changes will also be immediately reflected in Sally's, Sean's and Sam's accounts.





Should someone quit, just remove them from the Sales group and they'll no longer have access to those passwords. When you hire a replacement, add them to the Sales groups and all sales passwords will automatically appear in the newcomer's account.

Let's assume you choose to give the group Sales “view only” permissions - that means Sally, Sean and Sam can see the passwords, but they can't change them. Let's also assume that you have two other people who need access as well. For example, Jane is the head of the sales department and so needs complete “view & modify” permissions to all sales passwords. Plus, John the IT guy needs “view only” access for a couple of

passwords, but the rest he shouldn't see at all. Below is a sketch of what all that would look like:

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The Passwords tab is where you can see your list of password entries. From here you can delete entries, add new ones or modify existing ones.

On the right-hand side of your list, you have various options for searching and filtering your password list, including tags. Clicking on any item in the list itself, will open the Entry Window for editing.

Personalize the number of rows and information shown in each row under Settings Appearance.

–  –  –

Each password is contained in a record called an Entry. Below is an illustration of the Entry Window – the popup form you will use to enter any passwords manually. Once you are set up, the majority of the time you spend in Passpack will be using the Entry Window.

➊ Name (required) - First, give each entry a name. This will be what you'll see in your password list.

➋ User ID - Enter the user id needed to login to the website (sometimes called login name or user name).

Be sure to be case specific.

➌ Password - Enter the password for the website in the password field. To protect your password from spying eyes, it may be hidden (scrambled looking). To view the password, press the show button. To hide it, press hide. You can not change the password while it is hidden. When shown you'll see a compact password generator. Press Suggest one to make and fill a new password into the password field.

➍ Link - Use the Link field to paste in the URL (website address) where you log into the website.

Once entered, you can click on the  icon to be taken to directly to the website. If you've installed a Passpack It! button, you'd then click it to automatically fill in the website's login form.

➎ Email – Enter the email address associated with this website.

Passpack Administration: Getting Started Guide – Last update: October 2010 7  Tags - Tags are one way that you can choose to search through and filter your password entries. You can enter as many as you like, and make them whatever you like. Those tags will appear in the entry, and in the tags pane to the left of your main list of password entries. Since everyone likes to organize their account in a different way, tags are considered personal, and are not be shared with others.

 Notes – Add any additional information you may need here, up to 1024 characters.

Options Tab You may set additional options for any entry. In most cases you will not need to change the defaults.

An entry can be set as a Favorite or not. Favorite entries will appear in your password list with a • yellow star next to them. They may also be used in combination with Settings Startup Options to make large accounts (which central repositories typically are) load up more quickly.

–  –  –

Some websites, in particular gambling and “lifestyle” sites, use what's called Basic • Authentication. Check this if the entry is for such a website, and you'd like to auto-login to it.

Sharing Tab This is where Passpack does its magic. You may share an entry with single users or entire groups simply by ticking off the checkbox next to their names in the Sharing tab. For each person or group you choose to share with, you can also choose whether they can just view the entry, or modify it as well.

Modifying the sharing settings via the Entry Window is handy when creating a new entry to share right off the bat, or when making fine-tuned changes to a single entry's sharing. To handle share or un-share multiple entries at a time, use bulk sharing instead (covered later).

Owner Tab When you create an entry, Passpack considers it “yours”: you are the owner. Similarly, when someone else creates an entry from within their account, they are considered the owner. Since your staff may often need to create entries on behalf of the company, Passpack allows for the transfer of ownership of entries by choosing a name from the combobox in the Owner tab. This may be done at the time the entry is created, or anytime thereafter.

Passpack Administration: Getting Started Guide – Last update: October 2010 8 Creating Your Company Account To create your company account, go to http://passpack.com and sign up for the package which best suits your needs. The registration process is 2 steps.

1. Choose Your User ID, Password & Email Providing your Email is optional but highly recommended. Without a confirmed email associated with your account, we may not be able to provide you with complete customer service.

2. Choose Your Packing Key The Packing Key is “what protects your data” so choose a good one. We suggest using a sentence because it's both strong, and easy to remember. The longer the better, using spaces or punctuation is a good idea. As you type, notice the quality bar under the field which indicates how strong your Packing Key is. Try to

achieve a quality rating of 80 or better. Examples of strong Packing Keys:

–  –  –

After choosing your Packing Key, you have immediate access to your new Passpack account.

Before proceeding you may also want to:

Print Your Packing Key Your Packing Key is the most important key in the entire Passpack system. It is known by you, and only by you, and you will have to type it often. It is what protects all of your passwords and keeps them private both while in transit over the Internet and on Passpack servers. No Passpack staff member has access to anything you store in your account because no one knows your Packing Key.

If you lose it, we can not retrieve it and you may be locked out of your account forever. No joke.

That would be a disaster right? Yes it would. That's why you should print it and keep it safe. In the Home tab inside your Passpack account, click the Print your credentials link.

Confirm Your Email If you provided an email during registration, you'll receive a confirmation email from Passpack. Just click on the link in that email and you're all done. In the event the link isn't working for you, there is a confirmation code that you may enter manually under Account Manage Email.

You do not need the confirmation code to login, it's a temporary code for email confirmation only.

Passpack Administration: Getting Started Guide – Last update: October 2010 9 Setting Up Shared Users In order to take advantage of the sharing and collaboration features, you first need to go through a short activation screen. You need only do this one time. Click on your People tab.

Passpack Administration: Getting Started Guide – Last update: October 2010 10 ➊ Type in a Nickname which will be used to identify the main repository to the other people you'll be collaborating with. You may want to use your company name.

➋ Choose Generate the keys server side if you use Internet Explorer or have a slow computer.

Otherwise, leave the default Generate the keys in the browser selected. If your browser prompts “Do you want to stop the script from running?” Say “no” and be patient, there is some complex cryptography happening right now. You only have to wait this long once during set up. However, if your browser appears to completely freeze, stop the process and switch to the Generate the keys server side option.

➌ We suggest you logout of your account, then log back in before proceeding.

–  –  –

1. Everyone Gets a Passpack Account First step is to get your staff signed up. Each person will sign up for a Free Passpack account and choose a Nickname. You may use the template email below which contains some useful links for them.

Hello.

We're going to start using a product called Passpack to manage passwords. To get set up, I need you to do two things. It should take about 5-10 minutes.

1. Sign up for a Passpack account here: https://www.passpack.com/signup/

2. Follow these instructions to activate the collaboration features. You'll have to pick a Nickname



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