Effortless Password Management: How to Add & Save Passwords

Quick overview on how to use the Password Manager, adding, generating, and saving passwords.

The Password Manager tool keeps track of various credentials securely and efficiently. This knowledge base article guides you through adding new credentials for your company accounts or client passwords for external platforms.

Adding a New Credential: Follow these steps to add a new credential in BizMan:

1. Navigate to the Password Vault Module:

   • Log in to BizMan and locate the Password Vault module on the Sidebar.
   • Enter the Password Manager tool.

2. Click on Add Credential:

   • Once in the Password Manager tool, find and click on the "Add Credential" option.

3. Fill in Required Information:

   • Choose the nature of the credential as Shared or Personal.
   • Specify the Client associated with the credential.
   • Enter the Account Name, Username, Server URL, and Password for the credential.

4. Create a New Password (Optional):

   • Opt to generate a new password directly from the Password Manager tool.
   • Click on the "Generate Password" option to create a strong and secure password.

5. Click on ADD:

   • After filling in the necessary information, click on the "ADD" button to save the new credential.

Benefits of Password Manager Tool:

• Centralized Storage: Keep all your credentials in one secure location within BizMan.
• Efficient Organization: Categorize credentials as Shared or Personal, making it easy to manage access.
• Password Generation: Create strong and unique passwords directly from the tool for enhanced security.