Getting Started with Zoho Vault

Start Password Management with Secret Addition

Once you are done with account creation in Zoho Vault, adding secrets and users is the first step to begin exploring the various features available in Vault.

  1. How to add Secrets?
    To add a secret to your vault, go to 'All Secrets' under the 'Secrets' tab and click 'Add'. A new form will open up in which you can add the secret's details.

    Adding secrets

  2. Classify as Enterprise or Personal
    Passwords related to your business are to be added as 'Enterprise' resources whereas you can mark the passwords added for private use (such as Mail accounts, Security numbers etc.) as 'Personal.

    Secret classification

  3. Sort Secrets with Types
    Zoho Vault allows you to sort your secrets into different types such as Web/Bank account, Windows etc. While Vault offers seven predefined Secret types as shown in the image below, you can also create custom types

    Sorting secret types

  4. Store anything you want by creating custom secret types
    As mentioned above, you can add a custom Secret type by clicking on the 'Add New' option beside the 'Secret Type' text box. You also have options to customize the same with any desired number of Text, Password or File fields as required. For instance, the image below shows the creation of a secret type for adding Software License keys. You can make use of File fields for storing digital certificates, documents etc.

    Custom secret types

  5. Store Confidential Information as Secure Notes
    You can store any confidential information or data along with your passwords as 'secure notes'. The notes actually enable you to store the info in fully encrypted form just like your passwords. While sharing the secrets, the secure note will also get shared automatically.
  6. Configure Auto-Logon for your Secret
    After inputting your secret details, you can also add the related URL for secrets that are basically Web Accounts or such. Adding the URL (of login page) along with the username and password will incorporate the auto-logon option for the secret.

    Configure Auto-Logon for your Secret

    Note: While entering the URL, make sure that you paste the correct address of the Login page. (For instance, if you are adding your gmail account, instead of specifying it as https://www.gmail.com, open the login page of gmail, copy the URL(https://accounts.google.com/ServiceLogin?sacu=1&scc=1&continue=https%3A%2F%2Fmail.google.com%2Fmail%2F&hl=en&service=mail) and paste it in the URL text field.

  7. Others
    Besides the aforementioned fields, the following are a few more in-built options that you can consider while adding a secret:


    A. Securely Store Documents as File Attachments
    You can securely store not just passwords, but also documents, files, images, digital certificates and licenses in Zoho Vault. Files can stored as individual entities or along with secrets. You can add multiple files with a single secret and retrieve them from anywhere, even through your mobile devices. The file attachments are also treated like passwords - they can be shared with users and user groups and are encrypted in your browser itself.You can securely store not just passwords, but also documents, files, images, digital certificates and licenses in Zoho Vault. Files can stored as individual entities or along with secrets. You can add multiple files with a single secret and retrieve them from anywhere, even through your mobile devices. The file attachments are also treated like passwords - they can be shared with users and user groups and are encrypted in your browser itself.

    File attachment

    B. Display Icons for Quick Identification
    This is to help you easily identify the secret in "Auto logon" tab in the GUI. The icon provided here will appear in that page.

    C. Associate Tags for Easy Access
    Assigning certain tags to each secret can help you in easily identifying particular accounts. For instance, if you have numerous mail accounts that are subject to purposes such as support handling, personal, corporate account etc., tagging each secret with that use-case will help you easily identify the accounts. Multiple tags can be associated with a single secret.

    D. Add Custom Fields
    Customize and add new fields in the user interface to suit your requirements. Zoho Vault allows you to add as many custom fields as you want. You can even choose the type of the custom field - whether you want to store normal textual entries or password-type entries. If you choose password-type, the entries you make will be shown hidden by default to offer protection against shoulder-surfing.

  8. Once you are done with adding the required particulars, click 'Save'. You can find the saved secret under 'All Secrets'.

    All secrets

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