Entreprise Vault - usage
Account management
Manage your account on Entreprise Vault and Trustelem.
Account Management Overview
Access WALLIX Enterprise Vault from WALLIX Web Vault, by Installing the WALLIX Web Browser Extens...
Create WALLIX Entreprise Vault account
Click on the WALLIX Enterprise Vault application in the WALLIX Trustelem website. The first ti...
Get Master Password Hint
Follow the instructions below to request the password hint that you created when you first set up...
Reset Master Password
For users who have this option, the link to Start a password reset procedure appears on the WALLI...
Change Master Password
Users can change their master password from WALLIX Vault. This requires remembering the current m...
Encryption Key Settings
It is possible to change the Encryption Key Settings for your Account. Click on the User Icon, o...
Login to Vault
First Level Authentication Navigate to the WALLIX Trustelem Portal. Enter your Email and the ...
Logout from Vault
You can logout of WALLIX Enterprise Vault from the Vault Screen or the Lock Screen. Logout from ...
Unlock Vault
Your WALLIX Enterprise Vault is automatically locked after an extended period of inactivity, whic...
Lock Vault
You can lock your WALLIX Enterprise Vault from your WALLIX Enterprise Vault screen. Click on t...
Unlock with PIN
Unlock with PIN is a feature that is available for WALLIX Vault for the Browser Extension and Mob...
Unlock with Biometrics
Unlock with Biometrics is a feature that is available for WALLIX Vault for the Browser Extension ...
Lock Vs Logout
Lock and Logout do not perform the same function. It is important to understand the differences b...
Deauthorize Sessions
This is used if you want to deauthorize all computers and devices that have been previously used ...
Account Switching on Mobile App
It is possible to have up to 5 WALLIX Accounts logged in at any one time on mobile devices. Logi...
Reset Trustelem Password
Request Password Reset Follow the instructions to reset your password for WALLIX Portal (1st lev...
Delete Account
Click on the User Icon, on the top right-hand side of the screen, to display the User Menu. Cl...
Manage items
Create different types of items: login, identity card and note.
Items Overview
You can create four types of item in your WALLIX Enterprise Vault : A Login item can be used t...
Create Item
Click on the New Item button to add a new Item. The New Item pop up screen is displayed. Ch...
Edit Item
Click on an item in your Vault List. This opens the item in the Edit Screen. Make changes...
Search an item
The Filters Menu is on the left hand side of the screen and can be used to search or filter for i...
Add Logins to Vault
There are 2 ways to auto-fill a Login to the Vault. This function is available for Logins, Cards...
Delete Item
There are 2 ways to delete an item, from the Item List or from the Edit Item Screen. Delete Item...
Identity Items
You can use a Identity Item to store information about a person’s identity. The following fi...
Login Items
You can use a Login Item to store information about an account that requires a login, for example...
Card Items
You can use a Card Item to store information about a credit or other payment card. The fol...
Secure Note Items
You can use a Secure Note Item to store private information that doesn’t fit into one of the othe...
Password Fields for Login Items
WALLIX Enterprise Vault provides different options for your Password fields to improve the securi...
Password Protected Items
An Item can be password protected to add an extra layer of security. The Master Password must be ...
TOTP Authentication
A TOTP (Time-based one-time password) is a password that is generated by a TOTP Generator, to be ...
Item Context Menu
From the Item List click the More Button of a Shared Vault Item. The Shared Vault Item Context ...
Move Item to Shared Vault
From the Item List click the More Button of an Item. The Shared Vault Item Context Menu is disp...
Clone Item
From the Item List click the More Button of an Item. The Item Context Menu is displayed. Cli...
Favorites
An Item can be marked as a favorite to make it easier to locate. All favorites are grouped togeth...
Manage attachments
Attach files to your items.
Attachments Overview
WALLIX Enterprise Vault provides the facility to Attach Files to your Items. These attachments c...
Add Attachments
From the Item List, click on the More button beside an Item. A context menu appears. Click the ...
Delete Attachments
From the Item List, click on the More button beside an Item. A context menu appears. Click the ...
Download Attachments
From the Item List, click on the More button beside an Item. A context menu appears. Click the ...
Manage folders
Create folders to organize your personal items.
Folders Overview
Folders can be created and used to organize personal items in your Personal Vault to make them ea...
Create Folder
Click on the + button beside Folders in the Filters Menu. The Add Folder pop up window is disp...
Edit Folder
Click on a folder in your Vault List. The Edit button is displayed beside the folder. Click ...
Delete Folder
From the Edit Folder Screen, click the Delete button to Delete the Folder. A Delete Folder Confi...
Create Nested Folder
Folders can be created or nested inside other folders. Click on the New Folder button to create ...
Move Item to Folder
From the Edit Item Screen Screen, choose a Folder from the dropdown menu. Click Save button to...
Manage Shared Vaults
Create shared vaults to to exchange your items securely.
Shared Vaults Overview
A Shared Vault is is a way of sharing items between other members. It is created and shared with ...
Create a Shared Vault
From the Home screen, click on the + New Shared Vault link. The New Shared Vault pop up screen...
Rename Shared Vault
From the Shared Vault screen in the Settings Tab, rename the Shared Vault in the Shared Vault Nam...
Shared Vault Items Context Menu
From the Item List click the More Button of a Shared Vault Item. The Shared Vault Item Context ...
Invite Member to Shared Vault
From the Shared Vaults screen, click on the Invite member button. The Invite Members screen is...
Add, Edit or Delete Items
Create a Shared Vault Item Follow the normal procedure for creating an Item, with one additional...
Edit Member Roles
From the Member List in the Shared Vault, click the More button beside the Member in question. ...
Manage Member Access to Collections
From the Member List in the Shared Vault, click the More button beside the Member in question. ...
Revoke Access to Shared Vault
From the Member List in the Shared Vault, click the More button beside the Member in question...
Restore Access to Shared Vault
From the Member List in the Shared Vault, click the More button beside the Member in question. ...
Remove Member
From the Member List in the Shared Vault, click the More button beside the Member in question. ...
Leave a Shared Vault
To leave a Shared Vault, click on the More button beside the Shared Vault. A context menu is di...
Purge Shared Vault
From the Shared Vault Screen, click on the Settings Tab. Click the Purge Vault button to purge a...
Delete Shared Vault
From the Shared Vault Screen, click on the Settings Tab. Click the Delete Shared Vault button to...
Manage collections
Create collections to organize your shared items.
Collections Overview
A Collection is a way of managing access to items in a Shared Vault. Collections are only availab...
Create Collection
From the Shared Vaults Screen, click on the New button. This opens a context menu. Click on the ...
Edit Collection Information
From the Shared Vault Screen, the Collections List is displayed by default. Click the More but...
Manage Member Access to Collection
From the Shared Vault Screen, the Collections List is displayed by default. Click the More but...
Delete Collection
A Collection can be deleted from the Collection List Screen or from the Collection Screen. Items ...
Nested Collections
Collections can be nested inside one another. This can be done when you Create a Collection or wh...
Add, Edit or Delete Items
The Procedure as the same as that for creating items in Shared Vaults. This is because all Shared...
Assign or Remove Items
An Item in a Shared Vault can be assigned to one or more Collections from the Collections Screen....
Unassigned Items
The Collection field is mandatory to create an Item in a Shared Vault. However, an Item can be re...
Send data
Share sensitive data with someone who does not have Entreprise Vault access.
Send Overview
Using Send is a way to share sensitive Vault data with someone who does not have Vault Access usi...
Create Send
Click on the Send Menu link to access the Send Screen. A List of Sends are displayed. Click th...
Access a Send
Copy the Send Link provided by the Send owner into your Browser window. If the Send is Passwo...
Send Privacy
There are a number of possible Privacy Options for Sends. Password Protection A Password can be...
Other Send Options
When creating a Send, there are a number of options that are hidden by default. Click the Options...
Send Lifespan
Sends have a limited lifespan. A number of options can be set for each send. The Options for a s...
Edit Send
From the Send List, click on a Send to open it the Edit Screen. Modify the Send. All fields can...
Delete a Send
A Send can be deleted manually at any time from the Create Send or Edit Send Screen, by clicking ...
Send Encryption Process
All Sends are automatically end-to-end encrypted, which means that WALLIX Enterprise Vault encryp...
Manage browser plugins and mobile apps
Use new ways to access your Entreprise Vault data.
Browser Extension Overview
Various options are available within the Browser Extension software. Open Browser Extension Cli...
Install Browser Extension
WALLIX Enterprise Vault uses browser extensions for Chrome and Firefox. These must be installed b...
Install Mobile Application
The WALLIX-Vault mobile application is available on Google Play for Android devices and App Store...
Auto-fill data
Auto-fill your Entreprise Vault data into web pages and mobile apps.
Auto-fill Overview
Once Installed, the WALLIX Browser extension facilitates Auto-fill to webpage pages and mobile ap...
Disable Browser Password Manager & Export Saved Passwords
Chrome Browser Type chrome://password-manager/passwords into the address bar. Click Enter. Th...
Browser Extension Options
Badge Counter The Tab Screen of the Browser Extension automatically detects the URI of the curre...
Auto-fill Logins
Prerequisite: The Browser Extension needs to be installed before the Auto-fill feature becomes av...
Auto-fill for Cards and Identities
Add to Vault As for Manually Adding Logins to the Vault, Cards and Identities can be auto-filled...
Auto-fill for Custom Fields
The Browser Extension can be used to auto-fill a web page with custom fields that have been added...
Using URIs in Auto-fills
A Login Item can have one or more URIs. These are added from the Create Item or Edit Item Screen....
Auto-fill for iOS
Auto-fill is possible on an iOS device from your Browser Extension on Chrome or Firefox browsers....
Auto-fill for Android
Auto-fill is possible on an Android device from your Browser Extension on Chrome or Firefox brows...
Import / Export data
Exchange data with another Vault product.
Import / Export Data Overview
Data can be imported into or exported from either an Individual Vault or a Shared Vault. In this...
Import Data
This procedure applies to Individual Vaults and Shared Vaults. From the Tools Menu, click Import...
Data Import Errors
WALLIX Enterprise Vault imposes character counts on different fields types. If an import file con...
Export Unencrypted Vault
Export from Individual Vault From the Tools Menu, click Export vault link. The Export vault scre...
Export Encrypted Vault
Export from Individual Vault From the Tools Menu, click Export vault link. The Export vault scre...
Reimport Encrypted Export
It is possible to reimport an Exported Encrypted Vault. From Tools > Import Data, the Import Dat...
Avanced options
Learn how to go further with Entreprise Vault.
Options Overview
When you login to WALLIX Vault, the Vault Home Screen is displayed. A number of options are pos...
Preferences
Click on the User Icon, on the top right-hand side of the screen, to display the User Menu. Cl...
Change Language
By default, WALLIX Enterprise Vault uses the language of the Web Browser. To change the languag...
Domain Equivalencies
It is possible to link equivalent domains, for example, google.com, youtube.com and gmail.com. T...
Sync Vault
This is available the for WALLIX Web Extension. From Settings > Sync, the Sync Screen is display...
Shortcuts
WALLIX can use shortcuts for certain functions: Activate the extension Auto-fill the last use...
Custom Fields
Create Custom Fields From the Item Screen, you can also add one or more Custom fields by choosin...
Username or Password Generator
WALLIX Vault provides a Generator Feature to automatically generate a Username or Password based ...
Reports
A number of reports are available in WALLIX Vault. Click Reports from the Top Menu to access the...
Purge Vault
Click on the User Icon, on the top right-hand side of the screen, to display the User Menu. Cl...
Change Avatar
Click on the User Icon, on the top right-hand side of the screen, to display the User Menu. Cl...