Entreprise Vault - usage

Account management

Manage your account on Entreprise Vault and Trustelem.

Account management

Account Management Overview

Access WALLIX Enterprise Vault from WALLIX Web Vault, by Installing the WALLIX Web Browser Extension or from the iOS or Android Application, which can be installed easily with the help of a QR code.

WALLIX Enterprise Vault  can be used by members to store passwords and other private information.  WALLIX Enterprise Vault is accessible via Trustelem, the WALLIX IDAAS platform. To access to your Enterprise Vault account, you have to login to the Trustelem portal first and login to your account with your master password. Additionally, a  2-factor authentication (2FA) can be configured in the Trustelem portal to access to the Enterprise Vault.

Click on Account Invite to create a Master Password that used for the Second level login to WALLIX Enterprise Vault. The First Level Authentication is via your Trustelem Account.

Use the two passwords to Login to Vault once the account is created.

The Web Browser extension can facilitate storing logins in the Vault in realtime, as accounts are accessed in the browser.

Logout from Vault once finished using WALLIX Enterprise Vault.

Lock Vault and Unlock Vault as needed to maximize data security. Unlock using PIN or Biometrics is also possible in certain cases. The differences between Logout and Lock are important to understand.

You can Switch Between Accounts using the Mobile App.

If you forget your WALLIX Trustelem password, follow the Trustelem Password Reset Procedure to change your password.

If you forget your WALLIX Vault password, follow the Get Master Password Hint Procedure. 

Some Users are given the right to Manage Account Recovery of other Users. If you have Account Recovery Rights, you can Reset your Master Password.

You can also choose to Change your Master Password. You will be required to enter your current Master Password to do this.

You can change your Encryption Key Settings to manage how secure the Vault is. This can often be a tradeoff between security and performance.

You can also Reset your Trustelem Password or Change your Avatar.

Account management

Create WALLIX Entreprise Vault account

Click on the WALLIX Enterprise Vault application in the WALLIX Trustelem website.

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The first time you enter your WALLIX Enterprise Vault you will be presented with a Create Account screen.

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Choose a Master Password and enter it in the Master Password field.

Re-enter the Primary Password chosen in the Re-type master password field.

Enter a Password Hint in the Master password Hint field.

The checkbox Check known data breaches for this password is checked by default. Uncheck only if you do not need this check.

If you forget your Password and click on the Get Master Password Hint link, you will be sent the Password Hint that you created the first time you logged in. This should be a word or phrase that helps you to remember your password but doesn’t help other people to guess your password.

Click on the Create Account button to create your account. The account is created and the Enterprise Single Sign-On Page is displayed.

Alternatively, click Cancel to cancel account creation.

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Account management

Get Master Password Hint

Follow the instructions below to request the password hint that you created when you first set up your Master Password (2nd level authentication).

From the WALLIX Vault Login Screen or Lock Screen, click the Get master password hint link.

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The Password hint screen is open.

Enter your Email Address and click Submit.

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An email is sent to that email address containing the Master Password Hint associated with that email address.

Account management

Reset Master Password

For users who have this option, the link to Start a password reset procedure appears on the WALLIX Vault Login and Unlock pages. The Vault Administrator gives users access to this option. 

Please contact your Vault Administrator if you do not have this option and require it.

Create a Password Reset Request

From the Vault Login or Unlock page, click on the Start a password reset procedure link.

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The following screen is displayed.

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Choose and enter a reset code in the Create your reset code field.

It is important to remember the reset code you choose, as you need it to complete the password reset procedure.

Click Submit button. A confirmation message is displayed. An information email is sent to the user and a notification email is sent to Vault Administrators.

Your Password Reset Request is sent and needs to be validated by the Vault Administrator.

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Create a New Password

Once the Vault Administrator validates your Password Reset Request, you receive an e-mail containing a reset link.

Click the Reset Password link.

The Reset your master password screen is displayed.

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In the Enter your reset code field, enter the reset code created during the Create a Password Reset Request procedure.

In the New master password field, choose and enter a new master password.

In the Confirm new master password field, re-enter the new master password chosen.

In the Master password hint field, enter the Master Password Hint that you created when you created your Account.

The Check known data breaches for this password checkbox is checked by default. This can be unchecked if you do not wish to check for known data breaches related to your new chosen password.

The Also rotate my account's encryption key checkbox is unchecked by default. This can be unchecked if you wish to rotate your account's encryption key.

Click Change master password to reset your master password. This disconnects you from your current session on all devices, and you must log in again with your new master password.

The following screen is displayed showing a Master Password reset confirmation message.

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Alternatively, click Log out to cancel the operation.

Account management

Change Master Password

Users can change their master password from WALLIX Vault. This requires remembering the current master password.

This procedure is similar to the Reset Master Password Procedure, which is used when the User cannot remember their current Master Password.

Click on the User Icon, on the top right-hand side of the screen, to display the User Menu.

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Click on Account Settings and then Security. The Security Screen is displayed on the Master Password Tab.

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In the Current master password field, enter your current master password.

In the New master password field, choose and enter a new master password.

In the Confirm new master password field, re-enter the new master password chosen.

In the Master password hint field, enter the Master Password Hint that you created when you created your Account.

The Check known data breaches for this password checkbox is checked by default. This can be unchecked if you do not wish to check for known data breaches related to your new chosen password.

The Also rotate my account's encryption key checkbox is unchecked by default. This can be unchecked if you wish to rotate your account's encryption key.

Click Change master password button to change your master password. This will log you out of your current session on all devices and you will be required to log back in with your new master password.

The following screen is displayed showing a Master Password reset confirmation message.

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Alternatively, click Log out to cancel the operation.

Account management

Encryption Key Settings

It is possible to change the Encryption Key Settings for your Account.

Click on the User Icon, on the top right-hand side of the screen, to display the User Menu.

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Click Account Settings and click Security. The Security screen is displayed on the Keys Tab.

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The following options can be changed:

To be more secure and efficient, use Argon2id rather than PBKDF2.

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Higher KDF iterations, memory, and parallelism can help protect your master password from being brute forced by an attacker. However, setting your KDF iterations, memory, and parallelism too high could result in poor performance when logging into (and unlocking) WALLIX Vault on slower or older devices. Changing these parameters individually, in small increments, and then testing all your devices is the best way to ensure performance.

Proceeding will log you out of all active sessions. You will need to log back in and complete two-step login setup. Export your vault before modifying your encryption settings to avoid any loss of data.

Click Change KDF to change the Encryption Key Settings for your Account.

Account management

Login to Vault

First Level Authentication

Navigate to the WALLIX Trustelem Portal.

Enter your Email and the   Password you chose on first login.

You can check the Remember Me checkbox if you want to save your email and password to avoid re-entering them the next time you login.

Then click the Sign In button.

Note : If you forget your Password click the Forgot your password ? link at any time to request a password reset.

This logs you into the WALLIX Trustelem Portal.

Click on the WALLIX Enterprise Vault button to access WALLIX Enterprise Vault.


Second Level Authentication

The WALLIX Enterprise Vault screen displays an Enterprise Single Sign On button.

Click the Enterprise Single Sign On button.

Enter your Master Password and click the Unlock button. This will bring you into your Vault Home Screen.

Note : If you are already logged into the WALLIX Portal, you can navigate directly to your WALLIX Enterprise Vault and go straight to the 2nd level authentification.

Account management

Logout from Vault

You can logout of WALLIX Enterprise Vault from the Vault Screen or the Lock Screen.

Logout from Vault Home Screen

You can log out of WALLIX Enterprise Vault from your WALLIX Enterprise Vault screen.

Click on the Log out button to log you out of WALLIX Enterprise Vault.

Note : This will log you out of the 2nd level of authentification only.

You will be returned to the Wallix Enterprise Vault Login Screen.

Logout from Unlock Screen

You can log out of WALLIX Enterprise Vault from the Unlock screen.

Click on the Log out button to log you out of WALLIX Enterprise Vault.

Note : This will log you out of the 2nd level of authentification only.

You will be presented with a confirmation pop up screen.

Click Log out to confirm log out.

You will be returned to the Wallix Enterprise Vault Login screen.

Account management

Unlock Vault

Your WALLIX Enterprise Vault is automatically locked after an extended period of inactivity, which can be changed in WALLIX Vault.

Enter your Master Password and click the Unlock button to access your WALLIX Enterprise Vault.

Account management

Lock Vault

You can lock your WALLIX Enterprise Vault from your WALLIX Enterprise Vault screen.

Click on the Lock now button to lock your WALLIX Enterprise Vault.

Note : This will return you to the WALLIX Enterprise Vault Lock Screen.

Account management

Unlock with PIN

Unlock with PIN is a feature that is available for WALLIX Vault for the Browser Extension and Mobile apps.

Browser Extension

Enable Unlock with PIN

From the Browser Extension, click the Settings Menu.

Check the Unlock with PIN Checkbox.

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A pop up screen is displayed.

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Create and enter a PIN to use for unlocking the Vault.

The Lock with master password on browser restart checkbox is checked by default. This requires the Master Password after Browser Restart.

If unchecked, the PIN will be required on browser restart.

Click Ok to save PIN and activate Unlock with PIN. 

If the Lock with master password on browser restart checkbox is unchecked, some sensitive data in memory may not be deleted when the browser extension is locked.

Alternatively, click Cancel to cancel the operation.

If you fully log out of the application, your PIN settings will be reset.

Change PIN

To change the PIN after it has been set, disable the Unlock with PIN checkbox in settings, then reenable it.

This will require a new PIN to be entered.

Use Unlock with PIN

When the Browser Application is locked, you will be prompted to enter the PIN to unlock.

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If the browser is restarted, you will be prompted to enter either a PIN or a Master Password to unlock. This is based on the Lock with master password on browser restart option chosen during PIN creation.

Mobile App

Enable Unlock with PIN

From the Settings tab on WALLIX Vault Mobile App, tap the Unlock with PIN Code option.

Create and enter a PIN to use for unlocking the Vault.

A Pop up screen appears to request if you wish to Lock with master password on browser restart.

Tap Yes to require Master Password on browser restart.

If the Lock with master password on browser restart checkbox is unchecked, some sensitive data in memory may not be deleted when the browser extension is locked.

Alternatively, tap No to require PIN on browser restart.

If you fully log out of the application, your PIN settings will be reset.

Use Unlock with PIN

When the Mobile App is locked, you will be prompted to enter the PIN to unlock.

If the browser is restarted, you will be prompted to enter either a PIN or a Master Password to unlock. This is based on the Lock with master password on browser restart option chosen during PIN creation.

Account management

Unlock with Biometrics

Unlock with Biometrics is a feature that is available for WALLIX Vault for the Browser Extension and Mobile apps.

Biometrics are part of you Operating System or Mobile Device. WALLIX Vault does not receive biometric information about an Account.

Enable Unlock with Biometrics

From Settings menu on your mobile device, turn on and enable Biometrics.

From WALLIX Mobile App, open Settings > Account Security.

Check the Biometrics option you wish to enable. For iOS the following options are available:

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In iOS, a Pop up screen appears to request confirmation of this change.

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Tap Allow to enable biometrics.

Tap Deny to cancel the operation.

Account management

Lock Vs Logout

Lock and Logout do not perform the same function. It is important to understand the differences between them.

WALLIX Vault only stores Encrypted Data on its servers.

Login

The Master Password is needed to Login and gain access to the Account Encryption Key.

An Internet Connection (or Server connection) is needed.

Encrypted Vault Data is downloaded.

It is decrypted using the Account Encryption Key.

Unlock 

The Account is already logged in.

The Encrypted Vault Data has already been downloaded.

The Master Password is not needed to unlock (but can be used).

Therefore, Unlock using PIN or Biometrics is possible.

An Internet Connection (or Server connection) is not needed.

Lock and Unlock using Biometrics or PIN

After activation of Unlock using a PIN or a Biometric Factor, a New PIN or a Biometric Encryption Key is created. 

This is derived from the PIN or Biometric Factor used to encrypt the Account Encryption Key, which is stored locally when the User is logged in.

Unlock using Master Password on Browser Restart, the Account Encryption Key is stored in memory.

When you Unlock the Vault, the PIN or Biometric Encryption Key is used to decrypt the Account Encryption Key stored locally, which is then used to decrypt the Vault Data stored locally.

When you Lock the Vault, the decrypted Account Encryption Key and Vault Data are deleted.


Account management

Deauthorize Sessions

This is used if you want to deauthorize all computers and devices that have been previously used to login to WALLIX Vault with this Account.

Click on the User Icon, on the top right-hand side of the screen, to display the User Menu.

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Click on Account Settings and then My Account. The My Account Screen is displayed.

Click Deauthorize sessions.

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A Confirmation Screen is displayed.

Enter your Master Password and click Deauthorize sessions to deauthorize all previously authorized devices and computers and to log them out of the vault.

Alternatively, click Close to cancel the operation.

deauthorize sessions confirmation.png

Account management

Account Switching on Mobile App

It is possible to have up to 5 WALLIX Accounts logged in at any one time on mobile devices.

Login to Multiple Accounts

Login to the WALLIX Vault Mobile App.

The Account Name and Status is displayed in the Top Menu Bar of the Mobile App. The status indicates whether it's Vault is locked or unlocked.

To log in to another account, click the Add Account button from Top Menu Bar.

The Login screen is displayed. Enter Login details to login.

If your Accounts are hosted on Different Servers, select the Server from the Login Screen.

The Account Name and Status is added to the Top Menu Bar.

To Switch between Accounts, choose the Account from the Top Menu Bar.

This becomes the Active Account. It's icon is displayed on the Top Menu Bar.

If you Log Out from an account it will disappear from the Logged In Account List unless Vault Timeout is set to Log Out.

Most Vault Actions (Vault Timeout, Unlock with PIN, Unlock with Biometrics, Auto-fill) only apply to the Active Account

Auto-fill for Multiple Accounts

Auto-fill applies to the Active Account by default.

It is possible to switch accounts during Auto-fill in order to auto-fill from another account.

Account management

Reset Trustelem Password

Request Password Reset

Follow the instructions to reset your password for WALLIX Portal (1st level authentication).

Click the Forgot your password ? link to Request a Password Reset.

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This sends an email to the WALLIX Enterprise Vault Administrator who sends a Recovery Password email.

Reset Password from Email Link

Click on the Reset Password link in the Recovery Email received from TRUSTELEM. The following screen is displayed.

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Choose a new password for WALLIX Enterprise Vault and enter it in the New Password field.

Re-enter the new password in the Confirm Password field.

Click the Validate button to save the new password.

Alternatively, click the Cancel button to cancel the operation.

Account management

Delete Account

Click on the User Icon, on the top right-hand side of the screen, to display the User Menu.

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Click on Account Settings and then My Account. The My Account Screen is displayed.

Click Delete account.

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A Confirmation Screen is displayed.

Enter your Master Password and click Delete account to delete the account and all data.

Alternatively, click Close to cancel the operation.

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Manage items

Create different types of items: login, identity card and note.

Manage items

Items Overview

You can create four types of item in your WALLIX Enterprise Vault :

  1. A Login item can be used to store login information for an account.
  2. A Identity item can be used to store identity information about a person.
  3. A Card item can be used to store a credit or payment card information.
  4. A Secure Note item can use used to store other private information.

Items can be Edited or Deleted.

The Item Context Menu contains some options related to an Item, depending on the Item Type and if it is in a Shared Vault or not.

Items can be Password Protected, Cloned, Moved from an Individual Vault to a Shared Vault, or Added to Favorites. 

Specific options are available for Login Items:

Manage items

Create Item

Click on the New Item button to add a new Item.

The New Item pop up screen is displayed.

Choose the type of item – Login, Card, Identity or Secure Note. Each item type has it’s own unique set of fields.

Here we will choose Login.

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Add the details that you wish to save for new Login Item. The only mandatory field is Name.

The Item is added to your personal vault by default. To add the Item to a Shared Vault, choose a Shared Vault from the Who Owns this Item? dropdown.

Click the Save button to save the new Item.

It is then displayed in your Items List.

Alternatively, click Cancel to cancel the operation.

Manage items

Edit Item

Click on an item in your Vault List.

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This opens the item in the Edit Screen.

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Make changes to your item and click the Save button to save your changes.

If you decide not to save your changes, click the Cancel button to close the Edit Screen.

Manage items

Search an item

The Filters Menu is on the left hand side of the screen and can be used to search or filter for items in vaults.

Search and Filters can be combined to refine the search result.

Only Item Types and Filters cannot be combined.

Filter Menu

You can also filter by Vault, Item Type or Folder from Filters Menu.

In the following example, click on the vault My vault and item type Login to return items of type Login in the folder My vault.

In the following example, click on the vault My vault and the folder Work to return all items in the folder Work and also in the vault My vault.

Filter on Folder and Vault.png

This is available in Mobile Apps. 

You can search on the following indexed fields in your items:

Leading and Trailing Wildcards are included in Searches. For example, searching for googl will return items where the search fields contain google, googling or googlemail.

In this example, enter 21 in the Search Field to return all items where one of the fields being searched contains 21, in this case a Card item with 21 in the last 4 digits of the card number.

Search results are sorted based on a scoring algorithm, based on the number of fields that a search term appears in.

Full-Text Search

This is available in the Web Vault and Browser Extension. 

You can search on the following indexed fields in your items:

In this example, enter 21 in the Search Field to return all items where one of the fields being searched contains 21, in this case a Card item with 21 in the last 4 digits of the card number.

Search results are sorted based on a scoring algorithm, based on the number of fields that a search term appears in.

If no results are found using a Full-Text Search, WALLIX Vault will use Basic Search.

Special Search Parameters

Various wildcards and parameters can be used to make the search more specific:

Some examples include

Manage items

Add Logins to Vault

There are 2 ways to auto-fill a Login to the Vault.

This function is available for Logins, Cards and Identities.

Add to Vault using Automatic Prompt

Navigate to the Login Screen of a website.

If this login is not already saved in WALLIX Enterprise Vault, a prompt displays offering to save the Login details for this Website.

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Choose a Folder to add the Login to this Folder in the Vault. This field is optional.

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Items are added to the User's Individual Vault and not a Shared Vault.

Click the Save button.

The Add Item Screen displays with the fields prepopulated with the Login details. 

Modify fields, if required.

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Click Save to Save Item to Vault.

Alternatively, click Cancel to cancel the operation.

Add to Vault Manually

From the Vault Screen of the Browser Extension, click Add a login.

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The Add Item Screen opens.

The elements that the Browser Extension could recuperate from the browser are prepopulated.

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Enter the remaining fields. Click Save to create Login.

Alternatively, click Cancel to cancel the operation.

Manage items

Delete Item

There are 2 ways to delete an item, from the Item List or from the Edit Item Screen.

Delete Item from Item List

From the Item List, click on the context menu link.pngContext Menu link beside an Item. The context menu for that item opens.

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Click the embedded-image-sRlzseyt.pngDelete link. A Delete Item Confirmation pop up is displayed.

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Click Yes to delete the Item.

Click No to cancel the operation.

Delete Item from Edit Item Screen

Click on the Item to be deleted. The Edit Screen opens.

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Click the embedded-image-sRlzseyt.pngDelete button. A Delete Item Confirmation pop up is displayed.

delete item confirmation.png

Click Yes to delete the Item.

Click No to cancel the operation.

Manage items

Identity Items

You can use a Identity Item to store information about a person’s identity.

The following fields are available. Only the name field is mandatory.

Click the Favourites button to add this item to your favourites.

Manage items

Login Items

You can use a Login Item to store information about an account that requires a login, for example an email account, a CRM account or a social media account.

The following fields are available. Only the name field is mandatory.

Manage items

Card Items

You can use a Card Item to store information about a credit or other payment card.

The following fields are available. Only the name field is mandatory.

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Click the embedded-image-h9CMCpqr.png favourites button to add this item to your favourites.

Manage items

Secure Note Items

You can use a Secure Note Item to store private information that doesn’t fit into one of the other categories.

The following fields are available. Only the name field is mandatory.

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Click the embedded-image-h9CMCpqr.png favourites button to add this item to your favourites.

Manage items

Password Fields for Login Items

WALLIX Enterprise Vault provides different options for your Password fields to improve the security of your passwords.

Generate Strong Password

Click on the Generate Password button to generate a secure password for your login.

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A pop up screen will require you to confirm that you wish to overwrite your current password.

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Click the Yes button to overwrite your password with the newly generated password.

Alternatively, click on the No button to keep your current password.

Check Password Integrity

Click on the Check Password button to check if your password has been exposed.

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WALLIX Enterprise Vault will check if your password has been found in any known data breaches.

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Show / Hide Character Count

Click on the Toggle Character Count button to display the Password Character Count of your password.

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This can help you check if your password is secure enough.

Click the Toggle Character Count button to hide the Password Character Count display.

You can also click the Hide button to hide the Password Character Count display.

Copy Password

Click on the Copy Password button to copy the password entered to the clipboard.

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Show / Hide Password

Click on the Show/Hide Password toggle button to display the password as you enter it.

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Click again on the Show/Hide Password toggle button to hide the password.

Manage items

Password Protected Items

An Item can be password protected to add an extra layer of security. The Master Password must be entered to open the Item or the Item's attachments.

Add Password Protection to an Item

When creating or editing an Item, check the Master password re-prompt checkbox.

Click Save to save changes.

Alternatively, click Cancel to cancel the operation.

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Open Password Protected Items

If the Item is password protected, a Master Password Confirmation pop up screen displays when you click on the Item to edit it.

Enter the Master Password and click Ok to enable Item modification. This also applies to Item attachments. 

master password protection on item edit.png

Manage items

TOTP Authentication

A TOTP (Time-based one-time password) is a password that is generated by a TOTP Generator, to be used one time only as part of a 2 step login.

Many Accounts propose (or require) 2-factor authentication :

WALLIX can be used to store the Authentication Key for a Login and use it to generate a TOTP using SHA-1 that is valid for 30 seconds.

This is possible in the WALLIX Web Vault, the WALLX Web Extension and the WALLIX Authenticator Mobile App.

WALLIX Web Vault

From the Item Screen of a Login Item, add the Authentication key for that Login.

A TOTP is automatically generated for the Login and can be copied using the copy totp.png Copy button.

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Enter the TOTP into the Login Screen of the requesting web page.

WALLIX Web Extension

From the Add or Edit Item Screen of a Login Item, add the Authentication key for that Login.

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From the Item Screen, a TOTP is automatically generated for the Login and can be copied using the copy totp.png Copy button.

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Enter the TOTP into the Login Screen of the requesting web page.

WALLIX Authenticator

From the WALLIX Authenticator Mobile App, click the totp - add mobile.png button to Create a New Login.

2 Options are possible.

The first option is to tap Scan the QRCode to open you Camera App to scan the QR Code to create the Login.

add totp mobile 2.png

Alternatively, tap Enter the code manually.

 - Choose the Domain from the Domain dropdown.

 - In the Username Field, enter the Username.

 - In the Key Field, enter the Authentication Key.

 - Tap done to Save the Login.

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From the Item Screen of a Login Item, add the Authentication key for that Login.

A TOTP is automatically generated for the Login and can be copied using the copy totp.png Copy button.

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Enter the TOTP into the Login Screen of the requesting web page.

The device WALLX Authenticator is installed must used the same time and timezone as that of the server that hosts the web page being accessed. Otherwise the code will not work. It is recommended to set the device's time and timezone to automatic.

Manage items

Item Context Menu

From the Item List click the more button.png More Button of a Shared Vault Item.

The Shared Vault Item Context Menu is displayed.

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A number of options are available (depending on the Item Type):



Manage items

Move Item to Shared Vault

From the Item List click the more button.png More Button of an Item.

The Shared Vault Item Context Menu is displayed.

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Click Move to Shared Vault.

The following screen is displayed.

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From the Shared Vault dropdown, choose the Shared Vault to move the Item to.

In the Collection section, the list of Collections in the Shared Vault is displayed.

Check the checkbox beside the Collections to add the Item to. 

Click Save to move the Item to the chosen Shared Vaults and Collections.

Click Cancel to cancel the operation.

Manage items

Clone Item

From the Item List click the more button.png More Button of an Item.

The Item Context Menu is displayed.

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Click Clone.

The following screen is displayed.

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Enter Master Password and click Ok.

A Clone is created. 

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The Clone contains the same information as the original item except that the Name field is suffixed with - Clone.

Click Save to Save the Cloned Item

Alternatively, click Cancel to cancel the operation.

Manage items

Favorites

An Item can be marked as a favorite to make it easier to locate. All favorites are grouped together.

 This works for Individual Vaults and Shared Vaults.

Marking an Item in a Shared Vault as a favourite puts it in your favourites only. It will not be marked as a favourite for other users of the Shared Vault.

Add to Favorites

From the Create Item or Edit Item Screen, an click on the favourites button.png Favorites button.

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Click Save to save the change. The Item is displayed in Favorites.

Alternatively, click Cancel to cancel the operation.

Display Favorites

From the Item List, click the Favorites link in the Filter Menu.

favourites list.png

All Items marked as Favorites are displayed.

Remove from Favorites

To remove an Item from favorites, click on an Item in the Item List open it.

The Item Screen displays. The favorites button is blue favourites blue.png.

remove from favorites.png

Click the favorites button. The favorites button turns white favourites button.png. 

Click Save to save the change. The Item is now removed from favorites.

Alternatively, click Cancel to cancel the operation.



 

 

Manage attachments

Attach files to your items.

Manage attachments

Attachments Overview

WALLIX Enterprise Vault provides the facility to Attach Files to your Items.

These attachments can also be Deleted or Downloaded onto your computer.

Attachments on Password Protected Items are subject to a Master Password Re-prompt to open the Item.

Manage attachments

Add Attachments

From the Item List, click on the more button.png More button beside an Item.

A context menu appears. Click the Attachments link.

attachment context menu.png

See Password Protected Items procedure for Items that require a Master Password to access them.

The Attachments Screen displays.

Choose a file to attach and click Save. 

The maximum file size of an attachment is 100 MB. This is restricted to 50 MB if uploading from a mobile device.

choose attachment.png

The attachment is created.

Multiple attachments can be created in this way.

Once finished creating attachments, click Close to close the Attachments Screen.

attached.png

A paperclip.pngPaperclip icon beside the Item in the Item List indicates that the Item contains one or more Attachments.

Manage attachments

Delete Attachments

From the Item List, click on the more button.png More button beside an Item.

A context menu appears. Click the Attachments link.

attachment context menu.png

See Password Protected Items procedure for Items that require a Master Password to access them.

The Attachments Screen displays.

Click the delete button.png Delete button beside an Attachment.

delete attachment.png

The Delete Attachment Confirmation Screen displays.

Delete attachment confirmation.png

Click Yes to delete the attachment. The Attachments Screen displays.

Click No to cancel the operation.

Manage attachments

Download Attachments

From the Item List, click on the more button.png More button beside an Item.

A context menu appears. Click the Attachments link.

attachment context menu.png

See Password Protected Items procedure for Items that require a Master Password to access them.

The Attachments Screen displays.

Click on an Attachment to download it. 

download attachment.png

The attachment is saved in the Downloads folder on your computer.

Note: If the attachment is in a file format that can be readily displayed in the browser, it is opened directly in the browser.

Manage folders

Create folders to organize your personal items.

Manage folders

Folders Overview

Folders can be created and used to organize personal items in your Personal Vault to make them easier to find.

Folders and Items in your Personal Vault are private to you and are never accessible to another user. Because they are in a Peronal Vault they cannot be shared. Only Items in a Shared Vault can be shared with other users.

Items can be searched for in Folders using the Filters menu.

The following functions are available for Folders:

Manage folders

Create Folder

Click on the + button beside Folders in the Filters Menu.

The Add Folder pop up window is displayed.

Enter a folder name and click the Save button.

The New Folder is displayed in your Folder List.

Manage folders

Edit Folder

Click on a folder in your Vault List.

edit folder.png

The  Edit button is displayed beside the folder.

Click on the Edit button to open the Folder in the Edit Screen.

edit folder screen.png

Change the folder name and then click the Save button to save your changes.

Alternatively, click the Cancel button to cancel the operation.

Manage folders

Delete Folder

From the Edit Folder Screen, click the Delete button to Delete the Folder.

A Delete Folder Confirmation Popup is displayed.

delete folder popup.png

Click the Yes button to delete the folder.

Click the No button to cancel the operation.

Manage folders

Create Nested Folder

Folders can be created or nested inside other folders.

Click on the New Folder button to create a new Nested Folder.

EN Add Folder 1.png

Use the « / » forward slash delimiter to define the folder structure of your nested folder.

For example, create a new folder called Redstone Project/New.

create nested folder screen.png

If the folder called Redstone Project already exists, a nested folder called New is created inside the Redstone Project folder.

nested folder screen.png

If a folder called Redstone Project does not already exist, a new folder will be created called Redstone Project/New.

nested folder screen-no parent.png

To create a nested folder called Trees inside the New Folder, create a new folder called Redstone Project/New/Trees.

create nested folder screen 2 levels.png

A nested folder called Trees is created inside the New folder.

nested folder screen 2 levels.png

There is no limit to the depth of nested folders, but it can be impractical to create too many.

Manage folders

Move Item to Folder

From the Edit Item Screen Screen, choose a Folder from the dropdown menu.

Move Item to a folder.png

Click Save button to Move the Item to this Folder.

You can add an Item from a Shared Vault into a Folder. This will be organized in this Folder in your Vault. It will not provide access to this item to another user.

Manage Shared Vaults

Create shared vaults to to exchange your items securely.

Manage Shared Vaults

Shared Vaults Overview

A Shared Vault is is a way of sharing items between other members. It is created and shared with other Members.

It can be renamed after creation.

A number of options are available from the Context Menu of a Shared Vault Item, depending on the Item Type, such as:

It can contain one or more Collections. It can contain one or more Items that can be shared with Members via Collections.

Members can be added with different Roles within the Shared Vault and given access to Collections.

Temporary access to a Shared Vault can be revoked or restored. Members can also be removed permanently or they can leave the Shared Vault.

A Shared Vault can be purged of its data (while keeping the Shared Vault) or deleted entirely.


Manage Shared Vaults

Create a Shared Vault

From the Home screen, click on the + New Shared Vault link.

create shared vault link.png

The New Shared Vault pop up screen is displayed.

create shared vault screen.png

Enter a Shared vault name and click Submit.

A New Shared Vault with that name is created.

new shared vault created.png

Manage Shared Vaults

Rename Shared Vault

From the Shared Vault screen in the Settings Tab, rename the Shared Vault in the Shared Vault Name field.

Click Save to save changes. The Shared Vault is renamed.

Rename shared vault - settings screen.png


Manage Shared Vaults

Shared Vault Items Context Menu

From the Item List click the more button.png More Button of a Shared Vault Item.

The Shared Vault Item Context Menu is displayed.

Capture d’écran 2023-12-13 175125.png

A number of options are available (depending on the Item Type):



Manage Shared Vaults

Invite Member to Shared Vault

From the Shared Vaults screen, click on the Invite member button.

Vault Members screen.png

The Invite Members screen is displayed. The Role Tab is selected by default.

EN Invite Member Shared Vault.png

Grant Permissions to a Collection

Before granting a user access to a Shared Vault, you must grant permissions to at least one collection in the Shared Vault.

Click on the Collections tab.

Choose the Permission from the Permission dropdown.

Choose the Collection from the Select Collections dropdown.

Member access to collections.png

Click Enter. The Pemissions assigned to the Collection is displayed.

Member access to collections saved.png

Select Member to Invite

Once at least one Collection in the Shared Vault has Permissions assigned, Members can be invited to the Shared Vault.

The Role Tab is selected by default.

Select a Member to invite from the Select New Members dropdown.

Select the Member Role. User is checked by default.

Invite member to shared vault.png

Click Save to invite the member to the Shared Vault. The Member is displayed in the Member List for the Shared Vault.

Alternatively, click Cancel to cancel the operation.

Member added to Shared Vault.png


Manage Shared Vaults

Add, Edit or Delete Items

Create a Shared Vault Item

Follow the normal procedure for creating an Item, with one additional step.

Items created in a Shared Vault have one extra field - the Collections Field, which is mandatory. A Shared Vault Item must be added to at least one Collection.

In the Collections Section of the New Item Screen, check the checkbox beside a Collection that you wish to add the Item to. 

Then Click Save to create the Item.

Create SV Item.png

Manage Shared Vault Items

The procedure to Edit an Item and Delete an Item are the same as for personal Vaults as are the Item Types.

Manage Shared Vaults

Edit Member Roles

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Member Role link.

Change member roles link.png

The Edit Member screen displays with the Role Tab open.

Change the member role using the Member Role radio buttons.

edit member screen.png

Click Save to save changes.

Alternatively, click Cancel to cancel the operation.

Manage Shared Vaults

Manage Member Access to Collections

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Collections link.

Change member collections link.png

The Edit Member screen displays with the Collections Tab open.

To remove access to a Collection, click the X button beside the Collection in the Collection List.

To add a new Permission to a Collection, select the Permission and Collection and click the Enter button. This is the same procedure as from the Add Members screen.

edit member.png

Click Save to save changes. The Member is now added to this collection.

Alternatively, click Cancel to cancel the operation.

Manage Shared Vaults

Revoke Access to Shared Vault

 

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Revoke Access link.

Restore access in all tab.png

A Revoke Access Confirmation screen displays.

Revoke access confirmation.png

Click Revoke Access to Revoke Access. The Member will be displayed in the Revoked Tab of the Member List.

Alternatively, click Cancel to cancel the operation.

REvoked member.png


Manage Shared Vaults

Restore Access to Shared Vault

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Restore Access link.

Restore access link.png

The Member's access to the Shared Vault is restored.

The Member will be displayed in the All Tab of the Member List.

Revoke access link.png.png


Manage Shared Vaults

Remove Member

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Remove link.

remove member link.png

A Remove Member Access screen is displayed.

remove member confirmation.png

Click Yes to Remove the Member from the Shared Vault. The member is removed from the Shared Vault.

Alternatively, click No to cancel the operation.

Note: similarly to the Leave Shared Vault function, this is only possible if the Member is not the last remaining member with Owner access.

Manage Shared Vaults

Leave a Shared Vault

To leave a Shared Vault, click on the more button.png More button beside the Shared Vault.

A context menu is displayed.

Leave shared vault.png

leave shared vault confirmation.png

Click Yes to leave the Shared Vault.

Click No to cancel the operation.

Note: If you are the last remaining Vault Owner, you are not permitted to leave the Shared Vault. In this case the following message is displayed.

cannot delete last shared vault owner.png

Manage Shared Vaults

Purge Shared Vault

From the Shared Vault Screen, click on the Settings Tab.

Click the Purge Vault button to purge all data from the Vault.

Purge Shared Vault.png

A Confirmation Screen appears.

Enter your Master Password and click the Purge Vault button to purge the Vault.

Alternatively, click Close to cancel the operation.

Purge shared vault confirmation.png

Manage Shared Vaults

Delete Shared Vault

From the Shared Vault Screen, click on the Settings Tab.

Click the Delete Shared Vault button to delete the Shared Vault.

Delete Shared Vault.png

A Confirmation Screen appears.

Enter your Master password and click the Delete shared vault button to delete the Vault and all of it's data.

Alternatively, click Close to cancel the operation.

Delete Shared vault confirmation.png

Manage collections

Create collections to organize your shared items.

Manage collections

Collections Overview

A Collection is a way of managing access to items in a Shared Vault. Collections are only available in Shared Vaults.

Create a Collection within your Shared Vault to share items with members of the vault. You can Edit Collection Information after creation.

Add Member Access to the Collection and assign them permissions to limit what they can and cannot do.  Edit Member Access or Remove Member Access from a collection.

Add Items to a Collection that you wish to share with other members of the collection.

Remove Items from a Collection if you no longer wish to share them with other members of the collection.

Use Nested Collections to organize your Collections.

Delete a Collection if it is no longer needed. Items within the Collection will not be deleted.

If an item is no longer assigned to any Collections, it is added to the Unassigned Collection. 

Manage collections

Create Collection

From the Shared Vaults Screen, click on the New button. This opens a context menu.

Click on the Collection link. 

create collection screen.png

A New Collection Screen appears.

Enter a Collection Name in the Name Field.

If you wish to nest this Collection under an existing Collection, choose the Collection from the Nest collection under dropdown.

Click Save to create the Collection.

Alternatively, click Cancel to cancel the operation.

Create Collection.png

Manage collections

Edit Collection Information

From the Shared Vault Screen, the Collections List is displayed by default. 

Click the more button.png More button beside a Collection. A context menu is displayed.

Click the Edit info link.

Edit Collection link 2.png

Alternatively, the Edit Collection Screen can also be accessed from the Collection Screen.

Click on a Collection in Collection List.

Click on the more button.png  More button beside the Collection Name. A context menu displays.

Click Edit info. 

Edit Collection link.png

The Edit Collection Screen displays.

From the Collection Info Tab, change the Name and the Nest collection under fields.

Edit Collection screen.png

Click Save to save changes.

Alternatively, click Cancel to cancel the operation.

Manage collections

Manage Member Access to Collection

From the Shared Vault Screen, the Collections List is displayed by default. 

Click the more button.png More button beside a Collection. A context menu is displayed.

Click the Access link.

edit access 2.png

Alternatively, the Edit Collection Screen can also be accessed from the Collection Screen by clicking the v button.pngMore button beside the Collection Name, then clicking the Access link in the context menu.

edit access.png

The Edit Collection Screen displays with the Access tab open.

Grant Member Access

To Grant a Shared Vault Member Access to a Collection, select the Permission and Select members.

edit collection access screen - add.png

Click the Enter button. The Member is added with the permission selected.

Click Save to save changes.

Alternatively, click Cancel to cancel the operation.

Remove Member Access

To remove access to a Collection, click the X button beside the Member in the Member List.

edit collection access screen - remove.png

The Member is removed from the Collection.

Click Save to save changes.

Alternatively, click Cancel to cancel the operation.

Edit Member Access

To Edit a Member Access to a Collection, change the Permission in the Permission dropdown.

edit collection access screen - edit.png

Click Save to save changes.

Alternatively, click Cancel to cancel the operation.

Manage collections

Delete Collection

A Collection can be deleted from the Collection List Screen or from the Collection Screen. Items within the Collection will not be deleted. If an item is no longer assigned to any Collections, it is marked as an Unassigned Item.

From the Collection List Screen, click the more button.png More button. A context menu is displayed.

Click the Delete link.

delete collection from collection list screen.png

Alternatively, the Delete link can be accessed from the Collection Screen, click the v button.pngMore button. A context menu is displayed.

Click the Delete link.

delete collection from collection screen.png

A Delete Collection Confirmation Popup is displayed.

confirm delete screen.png

Click the Yes button to delete the collection.

Click the No button to cancel the operation.

Manage collections

Nested Collections

Collections can be nested inside one another. This can be done when you Create a Collection or when you Edit a Collection.

For example, there are currently two Collections, Default Collection and New Collection which are at the same level.

nested collections - before nesting.png

From the Edit Collection Screen for the New Collection, select Default Collection from the Nest collection under field.

edit screen - nest collection.png

Click Save to save the changes. New Collection is now at a level below Default Collection.

nested collections - after nesting.png

Manage collections

Add, Edit or Delete Items

The Procedure as the same as that for creating items in Shared Vaults. This is because all Shared Vault items are created in a Collection.

Create a Shared Vault Item

Follow the normal procedure for creating an Item, with one additional step.

Items created in a Shared Vault have one extra field - the Collections Field, which is mandatory. A Shared Vault Item must be added to at least one Collection.

In the Collections Section of the New Item Screen, check the checkbox beside a Collection that you wish to add the Item to. 

Then Click Save to create the Item.

Create SV Item.png

Manage Shared Vault Items

The procedure to Edit an Item and Delete an Item are the same as for personal Vaults as are the Item Types.

Manage collections

Assign or Remove Items

An Item in a Shared Vault can be assigned to one or more Collections from the Collections Screen.  This can be done when you Create a Collection or when you Edit a Collection.

Click the Shared Vault Screen and select a Shared Vault.

The Item List for the Shared Vault is displayed.

Assign Item to Collections

Click the more button.png More button beside an Item. A context menu is displayed.

Click the Collections link to modify the List of Collections to which the Item is assigned.

Item List in shared vault - collections option.png

The Collections Screen for the Item is displayed.

Check one or more Collections.

collections screen for item.png

Click Save to save changes. The Item List for the Shared Vault is displayed.

The Item is assigned the Collections chosen.

collections changed for item.png

Remove Item from Collections

From the Collections Screen for an Item, click Unselect all.

Collections Screen - unselect all.png

Click Save. The Item is now unassigned to collections.

Manage collections

Unassigned Items

The Collection field is mandatory to create an Item in a Shared Vault. However, an Item can be removed from a Collection after it is created.

If an item is no longer assigned to any Collections, it is marked as an Unassigned Item. This will happen if all collections, that an item is assigned to, are unselected or deleted.

This will happen if an Item is Removed from all Collections or if the Collections to which it is assigned are deleted.

Only members with owner or admin roles can see Unassigned Items, and can decide how to treat them.

Send data

Share sensitive data with someone who does not have Entreprise Vault access.

Send data

Send Overview


Using Send is a way to share sensitive Vault data with someone who does not have Vault Access using End-to-End Encryption.

The Send Encryption Process describes how a Send Link is constructed, the Encryption and Decryption process and Send Security Options.

A Send can be Created to send either Plain Text or a File to another person. A Send can also be modified or deleted manually after creation.

Sends are by definition ephemeral and have Limited Lifespan.

A number of Privacy Options are available for a Send.

Send data

Create Send

Click on the Send Menu link to access the Send Screen. A List of Sends are displayed.

Send Screen.png

Click the New Send button to create a New Send. The New Send Screen is displayed.

There are 2 types of Sends that can be created - a File Send and Text Send.

Create a File Send

In the Name field, enter a Name for the Send. This should describe the Send.

Choose File from the What type of send is this? radio buttons.

Upload the File to send.

The maximum file size is 100MB.

.create send file without options.png

Click Save to Save the send. The Send List Screen displays with the new send in the list.

Alternatively, click Cancel to cancel the operation.

Send List Screen.png

Create a Text Send

In the Name field, enter a Name for the Send. This should describe the Send.

Choose Text from the What type of send is this? radio buttons.

In the Text field, add the text to be sent.

Check the When accessing the Send, hide the text by default. This field is optional. If you check this box, the person accessing the send will need to unhide the text in order to view it, in order to protect the privacy of the text.

create text send without options.png

Click Save to Save the send. The Send List Screen displays with the new send in the list.

Alternatively, click Cancel to cancel the operation.

Send List Screen.png

Send data

Access a Send

Send Link.png

If the Send is Password Protected, enter the Password provided by the Send owner to access the Send.

The Send is displayed.

Send a File

If the Send is a File, the a link to Download the File is provided.

Click the Download file link to download the file to your computer.

download file shared.png

If the Send has an Expiration Date, the link is no longer available after the Expiration Date. The following message is displayed.

Send expired.png

Send Text

If the Send is a Text, the Text is displayed.

Click on the Copy value link to copy the link to the clipboard.

view text shared.png

If the text is set to Hidden (by the Send owner), toggle the visibility to display the text.

Send data

Send Privacy

There are a number of possible Privacy Options for Sends.

Password Protection

A Password can be added to a Send to prevent unwanted access to the Send. When a member tries to access the Send, they will need to enter the Password to gain access.

Password Protect a Send

When creating or editing a Send, click on the Options link.

A list of Send Options displays.

Enter the Password to be used by the receiver to access the Send.

This can be left blank if password protection is not needed.

Once set, the password cannot be viewed, but it can be modified or deleted.

privacy field.png

Change or Delete a Send Password

Click on a Send to open the Send Screen. The Send is displayed.

To Change the Password used to protect the Send, overwrite the Password in the Password Field with a New Password. Click Save. The Password is changed.

To Remove Password Protection from the Send, delete the password from the Password Field. Click Save. The Password Protection is removed.

Access a Password Protected Send

If the Send is password protected, enter the Password provided by the Send Owner.

Click Continue.

Confirm password screen.png

The Send is displayed.

Hide Text

The Text in a Send can be hidden, in order to protect the privacy of the text. When a member accesses it, they will need to unhide the text in order to view it.

Hide Text in Send

When creating or editing a Send, click on the Options link.

A list of Send Options displays.

Check the checkbox When accessing the Send, hide the text by default. Click Save to save changes.

This field is optional. 

create text send without options.png

View Hidden Text in Sends

If the text is set to Hidden (by the Send owner), it is not displayed when the Send is opened.

Click Toggle visibility to display the text.

Send text hidden.png

The Text is displayed.

Hide Email

By default the Sender Email address of a Send is displayed to recipients. This can be hidden if required.

Hide Email in Send

When creating or editing a Send, click on the Options link.

A list of Send Options displays.

Check the checkbox beside Hide my email address from recipients.

hide email.png

Click Save to save this option.

When a member accesses this Send, the sender's email address is hidden. The following message is displayed.

hide email address - access.png

Send data

Other Send Options

When creating a Send, there are a number of options that are hidden by default. Click the Options Link to unhide the Send Options:

Check the checkbox Copy the link to share this Send to my clipboard upon save.

This field is optional. 

image.png

If you check this box, the link will be copied to your clipboard to facilitate providing it to person you wish to Grant Access to the Send.

The Copy Send Link can also be used to Copy the Send Link to the clipboard.

context menu - Copie (2).png

Add Private Notes

From the Send Screen, click on the Options Link.

In the Notes field, enter any privates notes you wish to make about the send. 

private notes send.png

These notes are not sent with the Send.

Send data

Send Lifespan

Sends have a limited lifespan. A number of options can be set for each send.

The Options for a send can be set when the Send is created. They can also be modified at a later time.

Click the Options link on the Send Screen.

The Options are displayed for that send.

send options original - Copie.png

Deletion Date

Choose the period of time to keep the Send from the Deletion Date dropdown.

The options range from 1 hour to 30 days. 

deletion date.png

Alternatively, choose Custom, then choose the Expiration Date and Time.

expiration date custom.png

Set Deletion Date

The Send will be permanently deleted on the specified date and time. After this time it will be no longer accessible.

This is a Required field. By default, a Send Lifespan is set at 7 days. 

Automatic Deletion of Sends

When the Deletion Date is reached, the Send is Marked for Deletion. A Delete icon appears beside the Send for a few minutes before it is permanently deleted.

image.png

Deleted Items are not stored in the Trash. They are permanently removed from the Vault.

Manual Deletion of Sends

From the New Send Screen or the Edit Send Screen, click the delete button.pngDelete button.

The Delete Send Confirmation Screen appears.

delete send confirmation.png

Click Yes to delete the Send.

Click No to cancel the operation.

Access Deleted Send

When a Recipient tries to access a Deleted Send, the following Error Message is displayed.

Send expired.png

Expiration Date

A Send can be set to expire a fixed period of time after creation or on a specific date.

Set Expiration Date

Choose the period of time to keep the Send from the Expiration Date dropdown.

The options range from 1 hour to 30 days. 

send expiration.png

Alternatively, choose Custom, then choose the Expiration Date and Time.

expiration date custom.png

By default, a Expiraton Date is set at Never. Unless you specify an Expiration Date, your Send will never expire.

Expired Sends are no longer accessible to Recipients but they are still accessible by the Sender until their Deletion Date.

Access Expired Send

Like for Deleted Sends, when a Recipient tries to access a Expired Send, the following Error Message is displayed.

Send expired.png

Maximum Access Count

A Send can be set to have a Maximum Access Count. This means the number of times that it can be accessed by the Recipient before it becomes unavailable.

Set Maximum Access Count

Choose the number of times that the Recipient can access the Send. It can be left blank.

maximum access count.png

By default, it is blank, which means the Send can be accessed an unlimited number of times before it is deleted.

A Maximum Access Count Reached Icon is displayed beside the Send in the Sender's Inbox.

max access count reached.png

Access Send whose Maximum Access Count has been reached

When a Recipient tries to access a Send whose Maximum Access Count has been reached, the following Error Message is displayed.

Send expired.png

Deactivate Send

Deactivate a Send

A send can be deactivated so that Recipients can no longer access it. 

Check the checkbox Deactivate this Send so that no one can access it.

By default, this field is unchecked.

deactivate send.png

Deactivated Sends are still available to the Sender until they are deleted.

A Deactivated Icon is displayed beside the Send in the Sender's Inbox.

deactivated send.png

Access a Deactivated Send

When a Recipient tries to access a Deactivated Send, the following Error Message is displayed.

Send expired.png

Send data

Edit Send

From the Send List, click on a Send to open it the Edit Screen.

Modify the Send.

All fields can be modified except the Send Contents (File or Text being sent).

Edit Send Screen.png

Click Save to save changes.

Alternatively, click Cancel to cancel the operation.

Send data

Delete a Send

A Send can be deleted manually at any time from the Create Send or Edit Send Screen, by clicking on the delete button.png Delete button.

It can also be deleted from the Context menu of the Send.

context menu - Copie.png

The Automatic Deletion of Sends is set in the Options menu of the Send Screen. This is set at Send Creation or can be modified from the Edit Screen.

Send data

Send Encryption Process

All Sends are automatically end-to-end encrypted, which means that WALLIX Enterprise Vault encrypts the data in the Send Link and the client-browser uses the encryption key to decrypt the data once received.

Send Link Anatomy

https://<WALLIX Vault URL>/#/send/<send_id>/<encryption_key>

  1. Secure HTTP Protocol: https//:
  2. Vault URL: <WALLIX Vault URL>
  3. URL Fragment: /#/send/<send_id>/<encryption_key> which contains the <send_id> and the <encryption_key>

Send Encryption

Here is how it works:

Send Decryption

Here is how it works:

Send Security

In order to improve Send Security, two additional steps can also be taken when transmitting a Send. These  steps are optional.

1. Use Password Authentication

The Password is not included in Send Encryption or Decryption. It is only used for Authentication before the Encrypted Send can be accessed and decrypted.

2. Provide Encryption Key Separately

The fully Reassembled Send Link is Required to Access the Send.


Manage browser plugins and mobile apps

Use new ways to access your Entreprise Vault data.

Manage browser plugins and mobile apps

Browser Extension Overview

Various options are available within the Browser Extension software.

Open Browser Extension

Click the Browser Extension Icon on the top right hand side of the browser. The following screenshot shows the icon for Chrome.

Click the Browser Extension icon.

Access browser extension.png

The WALLIX Vault Browser Extension opens in the Tab Screen.

Tab Screen

This screen shows the items saved in the Vault for the currently displayed webpage.

browser extension home.png

Vault Screen

This screen displays the list of Vaults and their Items.

vault screen 1.png

vault screen 2.png

Send Screen

This screen displays Sends and allows users to add, edit or delete a send.

send screen.png

Generator Screen

This screen allows users to generate a password for an Item.

generator screen 1.png

generator screen 2.png

Settings Screen

This screen displays the various settings and options available for the Browser Extension.

autofill settings 1.png

autofill settings 2.png

Manage browser plugins and mobile apps

Install Browser Extension

WALLIX Enterprise Vault uses browser extensions for Chrome and Firefox. These must be installed before using WALLIX Enterprise Vault.

Click on the Browser Extension link from the User Menu.

Browser Extension setup 0.png

Alternatively, click on the Browser extension setup link on the top right-hand side of your web browser.

Browser Extension setup 1.png

This will display the Browser Extension Configuration Screen.

Click on the Install and configure button to install the WALLIX Enterprise Vault Extension for the browser you use to access your WALLIX-Vault.

Browser Extension setup 2.png


Click the Add to Chrome button to install the browser extension (this process is similar for Firefox).

Browser Extension setup 3.png

You can now use the browser extension.

Manage browser plugins and mobile apps

Install Mobile Application

The WALLIX-Vault mobile application is available on Google Play for Android devices and App Store for Apple devices.

Select Get the apps in your Account Menu to display the Mobile Apps page.

Download Apps 0.png

Scan the QR code with your device to set up your account on the WALLIX Enterprise Vault mobile app.

Download Apps 1.png

This downloads and installs the app with your user account details.

Auto-fill data

Auto-fill your Entreprise Vault data into web pages and mobile apps.

Auto-fill data

Auto-fill Overview

Once Installed, the WALLIX Browser extension facilitates Auto-fill to webpage pages and mobile apps. The Browser Extension is currently available for Chrome and Firefox.

Browser Password Managers are generally considered less secure than dedicated solutions like WALLIX Enterprise Vault. Before using the Browser Extension it is advisable to Disable Browser Password Manager & Export Saved Passwords.

Items can be added to the Vault from a webpage using the Browser Extension on Desktop or mobile devices.

Logins, Card and Identities, and Custom Fields can be auto-filled to a Webpage using the Browser Extension from a Desktop computer. There are various options for Using URIs in Auto-fills.

A number of options are available for auto-filling webpages and mobile apps on Android Devices and iOS Devices.

Other options are available in the Browser Extension such as Badge Counter, TOTP Copy after Auto-fill or Auto-fill for iframes.


Auto-fill data

Disable Browser Password Manager & Export Saved Passwords

Chrome Browser

Type chrome://password-manager/passwords into the address bar.

enter passwords address chrome.png

Click Enter. The Passwords Screen opens.

Click the Settings Link in the Password Manager menu. The Settings Screen opens.

chrome password settings.png

Disable Password Manager

Toggle off the following options:

The Browser no longer offers to save password or sign in automatically to websites.

Export Saved Passwords

Click Download file beside the Export passwords option.

export passwords.png

The Passwords are exported in CSV format.

Firefox Browser

Type about:preferences#privacy into the address bar.

ff passwords.png

Click Enter. The Passwords Screen opens.

autofill ff.png

Disable Password Manager

Toggle off the following options:

The Browser no longer offers to save password or sign in automatically to websites.

Export Saved Passwords

Click the Saved Logins button beside the Logins and Passwords options.

saved logins ff.png

The Saved Passwords List is displayed.

Click the three dots link beside the Account name. The Context Menu is displayed.

Click the Export Logins Link. 

export logins ff.png

The Passwords are exported in CSV format.

Auto-fill data

Browser Extension Options

Badge Counter

The Tab Screen of the Browser Extension automatically detects the URI of the currently displayed page.

It finds any Vault Items that have the same URI.

It displays the number of items found for that page on the Badge Counter icon.

browser extension home - Copie.png

It is turned on by default.

It can be turned off by unchecking the Show Badge Counter checkbox in Settings > Options.

TOTP Copy after Auto-fill

If the Login uses WALLIX Authenticator for TOTPs, the shortcut also copies the TOTP to the clipboard after auto-filling the web page with any of the above methods.

Auto-fill for iframes

Auto-fill does not work for untrusted iframes.

An untrusted iframe is defined as one where the src value is not the same as the URI for the Login item, as required in the rules set for Match Detection Behavior.

When the browser extension detects an iframe it responds based on the type of auto-fill being used:

Auto-fill data

Auto-fill Logins

Prerequisite: The Browser Extension needs to be installed before the Auto-fill feature becomes available.

Auto-fill from Context Menu

Right click on the Login Screen of a website. The Context Menu is displayed.

Choose WALLIX Vault > Auto-fill.

If the Login is stored in the Vault, an Auto-fill option is proposed.

Click Auto-fill to retrieve the Login for this website to WALLIX Enterprise Vault.

If you are not signed in to WALLIX Enterprise Vault, you will be prompted to sign in before retrieving the Login.

autofill from context menu.png

The context menu also contains other options for this Login:

Auto-fill on Page Load

Auto-fill on Page load is a function that automatically populates a Login on a Page when the URI of the page being displayed corresponds to an Item in the Vault.

This is pertinent for Logins, Cards or Identities.

Untrusted iframes: Auto-fill on page load does not work for untrusted iframes.

HTTPS/HTTP: If the Vault Item expects an HTTPS site and a HTTP version of the site is displayed, the user is warned before auto-filling on page load.

Enable Auto-fill on page load

For security reasons, it is automatically disabled and needs to be enabled to work. 

To enable Auto-fill on Page Load, from the Browser extension, navigate to Settings> Autofill. The Auto-fill screen opens.

Click the Auto-fill on page load checkbox. This enables the option to auto-fill logins on page load.

autofill on page load.png

From the Default autofill setting for Login items dropdown, choose the default option:

default autofill.png

This can be overwritten for each item from the Items Screen. This allows specific auto-fill options to be set for specific items.

From the Default URI match detection dropdown, choose how to match the URL of the webpage with the Login already in the Vault.

default URI.png

Auto-fill Item to Vault on Page Load

If this login is not already saved in WALLIX Enterprise Vault, a prompt displays which offers to save the Login details for this Website.

save password prompt.png

Choose a Folder to add the Login to this Folder in the Vault. This field is optional.

select folder.png

Items are added to the User's Individual Vault and not a Shared Vault.

Click the Save button.

The Add Item Screen displays with the fields pre populated with the Login details. 

Modify fields, if required.

edit 1.png

edit 2.png

Click Save to Save Item to Vault.

Alternatively, click Cancel to cancel the operation.

Auto-fill Manually

You can manually add a Login that is not already in the Vault.

From the Vault Screen of the Browser Extension, click Add a login.

create login from browser extension manually.png

The Add Item Screen opens.

The elements that the Browser Extension could recuperate from the browser are prepopulated.

add item manually 2.png

Enter the remaining fields. Click Save to create Login.

Alternatively, click Cancel to cancel the operation.

Auto-fill using Keyboard Shortcuts

Use the following default keyboard shortcuts (also known as hot keys) to auto-fill a login.

If multiple logins are found for the URI, the last-used login is used for auto-fill.

Keyboard shortcuts can be useful to populating multiple logins in rapid succession.

Configure shortcuts: If the keyboard shortcut doesn't work, it may be because another app is already using it. Either remove the shortcut from the other app or configure WALLIX to use a different shortcut.

TOTP Copy

If the Login uses WALLIX Authenticator for TOTPs, the shortcut also copies the TOTP to the clipboard after auto-filling the web page with any of the above methods.

Auto-fill for iframes

Auto-fill does not work for untrusted iframes.

An untrusted iframe is defined as one where the src value is not the same as the URI for the Login item, as required in the rules set for Match Detection Behavior.

When the browser extension detects an iframe it responds based on the type of auto-fill being used:

Auto-fill data

Auto-fill for Cards and Identities

Add to Vault

As for Manually Adding Logins to the Vault, Cards and Identities can be auto-filled directly to the Vault from the browser extension.

Click the Add Item button in the Tab Screen of the Browser extension.

autofill card to vault 1.png

The Add Item Screen is displayed.

Choose Type (Card or Identity).

Add rest of item details.

click Save to add item to Vault.

add card to browser extension.png

Alternatively, click Cancel to cancel the operation.

Auto-fill Manually

From an ecommerce website, navigate to the add new card page.

Open the Browser Extension.

The Cards saved in the Vault are displayed.

autofill card to amazon.png

Click a Card. It will automatically populate the webpage.

The procedure is the same for populating an identity on a webpage.

Auto-fill using Context Menu

Cards and identities can be auto-filled to the Vault from the Context menu on the webpage.

This works the same as for Logins.

Hide Cards and Identities Option

Cards and Identities are displayed by default in the Tab Screen of the Browser Extension.

Uncheck the following options in Settings > Options > Display in the Browser Extension to hide these from view:

hide cards and identities.png

Auto-fill data

Auto-fill for Custom Fields

The Browser Extension can be used to auto-fill a web page with custom fields that have been added to Items. A typical application of this is for PINs and Security Questions that are often required in addition to a Username and Password to login to a website.

Auto-field Custom fields can be created for the <form> or <input> elements. A special scenario is possible for <span> elements.

Auto-Fill Custom Fields

Open the Browser Extension on the Webpage that you wish to auto-fill.

The Tab Screen displays.

It automatically detects the URI of the webpage and displays any logins stored in the Vault that correspond with this URI.

Select the Vault Item that contains the custom field to be auto-filled to the webpage.

copy custom field name - Copie.png

The Browser Extension finds any fields that match the Custom field Name and auto-fill that field's value.

For this reason it is important to correctly name custom fields.

Linked Custom Fields

Sometimes the Browser Extension is unable to auto-fill usernames and passwords for a webpage.  In these cases, Custom fields can be created for the username and password and these can be used instead for auto-fill.

From the Edit Item Screen, add a New Custom Field of type Linked.

new linked custom field.png

In the Name field, give it the same name as the HTML form element (id, name, aria-label, or placeholder) for the field in question. 

This can be found by clicking the Copy custom field name link in the Context Menu of the field in question.

For example, to find the HTML form element for the Master Password in WALLIX Enterprise Vault, click the Copy custom field name link. 

The HTML form element for the Master Password is saved to the clipboard.

copy custom field name.png

Paste the HTML Form element into the name field of the custom field that you are creating for Master Password.

custom fields.png

From the Value dropdown, select Password in the case of a Custom field for password (as in the example above) or Username in the case of a Custom field for username.

This procedure is valid for Auto-field Custom fields can be created for the <form> and <input> elements.

Auto-Fill for Span Tags

A custom field can be created for the id attribute of <span> elements if the data-bwautofill attribute is present in the opening tag.

In the following example, you could create a Custom Field with the name of title. An auto-fill would replace the contents of title (currently "WALLIX Enterprise Vault" with the contents of the custom field.

<span data-bwautofill id="title">WALLIX Enterprise Vault</span>

Auto-fill data

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.

add URI.png

A URI is defined as a :

A URI is mandatory for a Login Item in order to auto-fill it into a web page.

URI Components

A URI is made up for a number of components.

https://www.google.com:8080/calendar/item?id=123&type=task

URI Scheme

A URI Scheme should be specified as part of the URI. If it is not specified http:// is used by default.

However, if a Scheme is not specified by the user, the launch.png Launch button, to launch the website or app directly from the Vault, will not work.

add URI - Copie.png

Examples of schemes are

Mobile App URIs

Every mobile app has it's own URI. In order to save the login of an app into the Vault, it is necessary to save the URI of the app.

Locate App URI for iOS

From the App Login Screen on your iOS device, open the Browser Extension.

Click the + button to create a new Item in the Browser Extension.

The New Item Screen displays and it is prepopulated with the URI of the App.

This only works if the App permits recuperating the URI.

The Item can be saved as a Login Item for this Mobile App.

Alternatively, the URI can be copied and pasted into another Login Item.

Locate App URI for Android

From the App page in the Google Play Store, locate the Share button.

Copy the Share Button link to the clipboard.

https://play.google.com/store/apps/details?id=com.twitter.android

The URI is the id value, in this example, com.twitter.android

URI Match Detection

Each URI associated with an Item in WALLIX Enterprise Vault has a number Match detection options in the that Match detection dropdown can be chosen.

The Match detection option chosen tells WALLIX how to match the URI of the Vault Item with the URI of the web page or mobile app for auto-filling.

match detection.png

Defaut match detection

Base domain is the default option for URI match detection. 

However, this can be changed in Settings > Auto-fill for all Items.

The Default match detection can be specified on a per item basis, in the Item Screen for each item. If not specified, the default option is used.

Base domain

If Base domain is chosen as the Default match detection for a URI, WALLIX will try to auto-fill all pages or apps where the top-level domain (TLD) or second-level domain (SLD) of the Page URI matches a the top-level domain or second-level domain of a Vault Item.

This works with country code top level domains only. Local TLDs, e.g. www.google.local do not work. Local TLDs work with Host matching.

For example,

https://google.com

Auto-fill works: 

Auto-fill does not work:

Host

If Host is chosen as the Default match detection for a URI, WALLIX will try to auto-fill all pages or apps where the hostname (and port, if specified) of the Page URI matches a the hostname (and port, if specified) of a Vault Item.

For example,

https://calendar.google.com:8080

Auto-fill works: 

Auto-fill does not work:

Starts with

If Starts with is chosen as the Default match detection for a URI, WALLIX will try to auto-fill all pages or apps where the Page URI starts with the URI of a Vault Item.

For example,

https://www.google.com/home/

Auto-fill works: 

Auto-fill does not work:

Regular expression

If Starts with is chosen as the Default match detection for a URI, WALLIX will try to auto-fill all pages or apps where the Page URI matches a specified regular expression associated with the URI of a Vault Item.

Regular expressions are case insensitive.

For example,

^https://[a-z]+\.google\.com/index\.php

Auto-fill works: 

Auto-fill does not work:

For example, 

^https://.*google\.com$

Auto-fill works: 

Auto-fill does not work:

Exact

If Exact is chosen as the Default match detection for a URI, WALLIX will try to auto-fill all pages or apps where the Page URI is an exact match for the URI of a Vault Item.

For example,

https://calendar.google.com/index.html

Auto-fill works: 

Auto-fill does not work:

For HTTPS, even if Exact matching is not used, the Browser Extension will warn before auto-filling a HTTP site if HTTPS is expected.

Never

If Never is chosen as the Default match detection for a URI, WALLIX will never try to auto-fill all pages or apps using that Vault Item.

Equivalent Domains

It is possible to link equivalent domains, or domains that use the same login.

For example, calendar.google.com can be linked with www.google.com.

This can be done in Settings > Domain Rules.

If Exact match detection is used an equivalent domain will not be allowed.

Auto-fill data

Auto-fill for iOS

Auto-fill is possible on an iOS device from your Browser Extension on Chrome or Firefox browsers.

Account Switching facilitates multiple logins at one time.

Auto-fill using Custom Fields is not supported on mobile devices.

Vault Timeout must be set to Lock (and not Log Out) if NFC is required for Two-factor Authentication.

Auto-fill using Keyboard

This is the recommended option.

Enable Auto-fill on Keyboard

From your iOS device, tap Settings > Passwords > Password Options.

The Autofill Passwords and Passkeys option is displayed.

Click AutoFill Passwords and Passkeys to toggle it on.

Click WALLIX Vault from the Use Passwords and Passkeys From List

autofill setup.jpg

Using Auto-fill on Keyboard

Open an app or website where you are not logged into.

Tap either the Username or Password Fields.

A Username or the Passwords button is displayed.

image.png

Where a Passwords button is displayed, it is likely because the website URI isn't an exact match on a URI associated with a Vault Item.

Auto-fill using Browser Extension

Enable Auto-fill in Browser Extension

From the WALLIX Browser Extension App, tap Settings > Autofill > App Extension

Tap Enable App Extension button. 

A Share Menu slides up. Tap WALLIX.


Using Auto-fill in Browser Extension

Open an app or website where you are not logged into.

Tap the share icon.png Share icon in the Address Bar.

A Share menu is displayed.

Click the WALLIX Vault icon. A list of matching Logins is displayed.

autofill browser extension.jpg

Choose the correct Login to auto-fill.

Auto-fill data

Auto-fill for Android

Auto-fill is possible on an Android device from your Browser Extension on Chrome or Firefox browsers.

Account Switching facilitates multiple logins at one time.

A number of auto-fill options are available, depending on the version of Android that your device is running.

Auto-fill using Custom Fields is not supported on mobile devices.

Vault Timeout must be set to Lock (and not Log Out) if NFC is required for Two-factor Authentication.

Auto-fill Service

This facilitates Auto-Fill from the Login Screen.

Auto-fill Service is available on Android 8+. It requires enabling of Auto-fill Services.

Enable Auto-fill Service

From WALLIX Android App, tap Settings > Auto-fill > Auto-fill Services

Tap WALLIX from the Auto-fill Services List.

Tap Confirm.

Using Auto-fill Service

Tap on Username or Password fields on a webpage or an app.

A pop up screen will display 2 options:

If WALLIX Vault is locked, you will be prompted to login to your Vault.

Inline Auto-fill

This facilitates Auto-Fill from the Keyboard Section.

Inline Auto-fill: Available on Android 11+. It requires enabling of Autofill Service and Input Method Editor (IME).

If it doesn't work, it is possible that your IME does not support inline.

Enable Inline Auto-fill

From WALLIX Android App, tap Settings > Auto-fill > Auto-fill Services

Tap the Use Inline Autofill option to toggle it on.

Using Inline Auto-fill

Tap on Username or Password fields on a webpage or an app.

Logins matching the URI are displayed in the keyboard section.

Choose the option required.

It is auto-filled into your webpage or app.

Accessibility

This facilitates Auto-Fill from the Login Screen.

Draw-Over is available in Android 6+. It requires Enabling of Accessibility and Drawover

Enable Accessibility

From WALLIX Android App, tap Settings > Auto-fill > Auto-fill Services

Tap the Use Accessibility option to toggle it on.

Using Accessibility

Tap on Username or Password fields on a webpage or an app.

A pop up screen displays an option to Auto-fill from WALLIX Vault.

Tap on this option.

If the Vault is unlocked, the Vault is opened.

If WALLIX Vault is locked, you will be prompted to login to your Vault.

Drawover

This facilitates Auto-Fill from the Login Screen.

Accessibility is available on all Android Versions. It requires Enabling of Accessibility.

Enable Drawover

From WALLIX Android App, tap Settings > Auto-fill > Auto-fill Services

Tap the Permit drawing over other apps option to toggle it on.

Using Drawover

Tap on Username or Password fields on a webpage or an app.

A pop up screen displays an option to Auto-fill from WALLIX Vault.

Tap on this option.

If the Vault is unlocked, the Vault is opened.

If WALLIX Vault is locked, you will be prompted to login to your Vault.

Import / Export data

Exchange data with another Vault product.

Import / Export data

Import / Export Data Overview

Data can be imported into or exported from either an Individual Vault or a Shared Vault.

In this way, data can be exported from one vault and the data reimported into another Vault.

Import / Export data

Import Data

This procedure applies to Individual Vaults and Shared Vaults.

From the Tools Menu, click Import data link. The Import data screen is displayed.

import data filled.png

From the Import Destination dropdown, choose a Vault into which to import the data. This field is mandatory.

From the Folder dropdown, choose the folder into which to import the data. This field is optional.

For Shared Vaults, the Collection dropdown is displayed instead of the Folder dropdown.

From the File format dropdown, choose the file format of the file to import. Instructions are displayed relative to the file format chosen. This field is mandatory.

From the Select the import file field, locate and choose the file to import.

Alternatively, copy/paste the import file contents to the large text field provided.

Click Import data to start the import. The data is imported.

If the import file is password protected, you will be prompted to enter the Password before the import can start.

A Confirmation Screen is displayed, summarizing the data imported.

Click Ok to return to the Item List Screen.

data imported.png

Attachments, Password History, Sends and Trash cannot be imported using this feature. They need to be entered manually.

The Data Import feature does not verify if items imported are already in your vault. If an Item is imported and already exists in the Vault, a duplicate item is created.

When the import has finished, it is recommended that you delete the import file from your computer, for security reasons.

Import / Export data

Data Import Errors

WALLIX Enterprise Vault imposes character counts on different fields types. If an import file contains data that exceeds the encrypted character limit for the field type, the file will not be imported.

When the data is encrypted those character counts grow between 30-50%. Therefore, a field that was within the required character limit before the encryption may exceed the character limit after encryption.

The following is an example Import Error message that could be displayed when an import fails:

[1][Login] "BestBank": The fields Notes exceeds the maximum encrypted value length of 10000 characters. 

Import / Export data

Export Unencrypted Vault

Export from Individual Vault

From the Tools Menu, click Export vault link. The Export vault screen is displayed.

From the file format dropdown, choose the export file format.

Click Confirm format.

Capture d’écran 2023-11-28 145753.png

A Confirm vault export screen is displayed.

Enter your Master Password in the Master Password field.

confirm vault export.png

Click Export Vault to export the vault.The data is exported to the Downloads Folder on your computer.

Alternatively, click Cancel to cancel the operation.

Note on data included in export:

Only the individual vault items associated with your account are exported.

Shared vault items will not be included.

Only vault item information will be exported and will not include associated attachments.

Export from Shared Vault 

From the Settings Screen of the Shared Vault chosen, click on the Export vault link. The Export Vault Screen is displayed.

shared vault export screen.png

From the file format dropdown, choose the export file format.

Click Confirm format.

confirm shared vault export.png

Click Export Vault to export the vault. The data is exported to the Downloads Folder on your computer.

Alternatively, click Cancel to cancel the operation.

Note on data included in export:

Only the items associated with the Shared Vault selected are exported. 

Items in individual vaults or other shared vaults will not be included.

Import / Export data

Export Encrypted Vault

Export from Individual Vault

From the Tools Menu, click Export vault link. The Export vault screen is displayed.

From the file format dropdown, choose the .json (Encrypted).Create encrypted export.png

An Export type option appears, with 2 options to choose from:

Create encrypted export - choose export type.png

1. Export as Account restricted Vault

Use your account encryption key, derived from your account's username and Master Password, to encrypt the export.

The data can only be reimported into the same vault.

Choose the Account restricted option.

Click Confirm format.

A Confirm vault export screen is displayed.

Enter your Master Password in the Master Password field.

confirm vault export encrypted vault.png

Click Export Vault to export the encrypted vault.The data is exported to the Downloads Folder on your computer in Wallix JSON format.

This data can only be reimported into the same vault.

Alternatively, click Cancel to cancel the operation.

2. Export as Password protected Vault

Password Protected: Use a password of your choosing to encrypt the export. The data can be imported into any WALLIX Enterprise Vault.

Choose the Password protected option.

2 new fields appear - File Password and Confirm file password.

Choose a password to encrypt your export with.

Enter your chosen password into these fields.

export password protected vault 2.png

Click Confirm format.

A Confirm vault export screen is displayed.

Enter your Master Password in the Master Password field.

confirm vault export encrypted vault - password protected.png

Click Export Vault to export the encrypted vault.The data is exported to the Downloads Folder on your computer.

Alternatively, click Cancel to cancel the operation.

Note on data included in export:

Only the individual vault items associated with your account are exported.

Shared vault items will not be included.

Only vault item information will be exported and will not include associated attachments.

Export from Shared Vault 

From the Settings Screen of the Shared Vault chosen, click on the Export vault link. The Export Vault Screen is displayed.

shared vault export screen.png

The rest of the procedure is the same as for exporting encrypted individual vault data.

Note on data included in export:

Only the items associated with the Shared Vault selected are exported. 

Items in individual vaults or other shared vaults will not be included.

Import / Export data

Reimport Encrypted Export

It is possible to reimport an Exported Encrypted Vault.

From Tools > Import Data, the Import Data screen appears.

From the Import destination dropdown, choose the Vault to import the data to. This is a required field.

Encrypted vaults can only be reimported into the Vault they were exported from.

From the Folder dropdown, choose the Folder to save the Vault data to.

From the File Format dropdown, choose Wallix Vault (json) format. This is the file format that the Encrypted Exported Vault.

From Select the import file, choose the encrypted vault to reimport.

Click the Import Data button to reimport the Encypted Exported Vault. The Vault data is reimported to the specified vault and folder. 

Capture d’écran 2023-12-07 114015.png

Alternatively, click Cancel to cancel the operation.

Avanced options

Learn how to go further with Entreprise Vault.

Avanced options

Options Overview

When you login to WALLIX Vault, the Vault Home Screen is displayed. 

A number of options are possible within your Vault:

Avanced options

Preferences

Click on the User Icon, on the top right-hand side of the screen, to display the User Menu.

profile menu - Copie (2).png

Click on Account Settings and then Preferences. The Preferences Screen is displayed.

references.png

The following options are possible:

Click Save to save changes.



Avanced options

Change Language

By default, WALLIX Enterprise Vault uses the language of the Web Browser. 

To change the language of the screens in WALLIX Enterprise Vault, click on the Account Settings button in the User Menu.

Change language 1.png

This opens the Preferences Screen.

Choose the language from the Language dropdown menu.

Click the Save button to save the user interface language.

Change language 2.pngChange language 4.png

Supported Languages

The following list of languages are currently supported.

Note: Not all languages are supported on all client applications.

Symbol

Language

af

Afrikaans

az

Azərbaycanca

be

Беларуская

bg

български

ca

català

cs

čeština

da

dansk

de

Deutsch

el

Ελληνικά

en

English

en-GB

English (British)

eo

Esperanto

es

español

et

eesti

fa

فارسی

fi

suomi

fr

français

he

עברית

hi

हिन्दी

hr

hrvatski

hu

magyar

id

Bahasa Indonesia

it

italiano

ja

日本語

ko

한국어

lv

Latvietis

ml

മലയാളം

nb

norsk (bokmål)

nl

Nederlands

pl

polski

pt-BR

português do Brasil

pt-PT

português

ro

română

ru

русский

sk

slovenčina

sr

Српски

sv

svenska

th

ไทย

tr

Türkçe

uk

українська

vi

Tiếng Việt

zh-CN

中文（中国大陆）

zh-TW

中文（台灣）
Avanced options

Domain Equivalencies

It is possible to link equivalent domains, for example, google.com, youtube.com and gmail.com.

This is useful where mulitple domains use the same login credentials.

Click on the User Icon, on the top right-hand side of the screen, to display the User Menu.

profile menu - Copie (2).png

Click on Account Settings and then Domain Rules. The Domain Rules Screen is displayed.

domain rules.png

Click the new custom domain button.

add new domain rules.png

Enter the equivalent domains, delimited by a  , comma.

Click Save to save changes.



Avanced options

Sync Vault

This is available the for WALLIX Web Extension.

From Settings > Sync, the Sync Screen is displayed.

Tap the Sync vault now button to Sync the Vault Data in the Web Extension.

sync vault.png

Avanced options

Shortcuts

WALLIX can use shortcuts for certain functions:

Shortcuts can be configured in the web browser.

Chrome

In Chrome, navigate to chrome://extensions/shortcut

The shortcuts are displayed and can be modified.

shortcuts.png

Firefox

In Firefox, navigate to about:addons. Then click on Manage Extension Shortcuts from the Settings context menu. 

shortcuts ff.png

The shortcuts are displayed and can be modified.

shortcut ff 2.png

Avanced options

Custom Fields

Create Custom Fields

From the Item Screen, you can also add one or more Custom fields by choosing the field type from the dropdown menu and clicking on the New Custom Field button.

A Custom field has Name and Value properties. The Value field can be of type Text, Boolean, Hidden or Linked.

Custom Field Names

The Naming of Custom Fields, that are linked to Login Fields for auto-fill purposes, should take into account the following rules.

Order of Preference

The 4 attributes of the HTML Form Element of the Linked Field take the following order of preference:

Matching

 Custom Fields are matched based on exact and case-insensitive comparison, e.g. for the field mylogin

Prefixing

Prefixes can be used to influence matching.

csv Prefix

To add multiple possible logins, use the prefix csv=.

For example, if a custom field is named csv=mylogin,MyLogin, myLogin, field name matching will work on mylogin or MyLogin or myLogin.

regex Prefix

To allow matching based on regular expressions, use the prefix regex=.

For example, regex=^myLogin will match on myLogin, or MyLogin.

Avanced options

Username or Password Generator

WALLIX Vault provides a Generator Feature to automatically generate a Username or Password based on certain criteria.

Username Generator

From the Tools Menu click on Generator. The following screen displays.

generate username.png

In the What could you like to generate? Field, click Username.

In the Username type field, choose from the following options:

In the Options section:

Click Regenerate username button to regenerate a username. The generated username displays at the top of the screen. In this example it is Snowman3495.

Click Copy Username to copy the generated username to the clipboard.

Password Generator

From the Tools Menu click on Generator. The following screen displays.

generate password.png

In the What could you like to generate? Field, click Password

In the Password type field, choose either a Password or a Passphrase. A passphrase is a group of randomly generated concatenated words, e.g. hopeful-best-crazy-uses-glasses

If Password is chosen as the Password Type, the following options are available: 

 - In the Length field enter the required password length

 - In the Minimum numbers field enter the minimim number of numbers required in the password

 - In the Minimum special field enter the minimim number of special characters required in the password

 - In the Options section:

If Passphrase is chosen as the Password Type, the following options are available:  

- In the Number of words field enter the number of words required in the passphrase. The Default is 3 words

- In the Word separator field enter the separator to use to concatenate the words in the passphrase. The Default is -

 - In the Options section:

Click Regenerate username button to regenerate a username. The generated username displays at the top of the screen. In this example it is Snowman3495

Click Copy Username to copy the generated username to the clipboard

Mobile App

This feature is also available on the WALLIX Mobile App, either from the Generator option or the Add/Edit Screen. The exact location depends on the Mobile Device used.

Avanced options

Reports

A number of reports are available in WALLIX Vault.

Click Reports from the Top Menu to access the Reports Screen.

reports screen.png

Exposed passwords

Click on the Exposed Passwords Icon to view this report.

exposed passwords.png

Reused passwords

Click on the Reused Passwords Icon to view this report.

reused paswords.png

Weak passwords

Click on the Weak Passwords Icon to view this report.

weak passwords.png

Unsecure websites

Click on the Unsecure websites Icon to view this report.

unsecure websites.png

Inactive two-step login

Click on the Inactive 2 two-step login Icon to view this report.

inactive 2s login.png

Avanced options

Purge Vault

Click on the User Icon, on the top right-hand side of the screen, to display the User Menu.

profile menu - Copie (2).png

Click on Account Settings and then My Account. The My Account Screen is displayed.

Click Purge Vault.

my account screen.png

A Confirmation Screen is displayed.

Enter your Master Password and click Purge vault to purge the vault. All data (items and folders) are deleted.

Alternatively, click Close to cancel the operation.

purge vault confirmation.png

Avanced options

Change Avatar

Click on the User Icon, on the top right-hand side of the screen, to display the User Menu.

profile menu - Copie (2).png

Click on Account Settings and then My Account. The My Account Screen is displayed.

Click Customize.

my account screen - Copie.png

A Customize Avatar Screen is displayed.

Change the color of your avatar and click Save.

Alternatively, click Close to cancel the operation.

customise avatar.png