When accessing the service for the first time, or during a reset procedure, you must first define a master password.
If a you have forgotten your master password, you can click "Get master password hint" to obtain the hint defined at the same time as your master password. The reset case will be dealt with later.
**Lock => provide the master password** If once authenticated you refresh the page or clicks "Lock now", you will have to provide your master password again. **Log out => perform a complete authentication (login, password and master password)** If you click "Log out", you will have to perform a full authentication: login, password and master password. [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/SFQimage.png)Locking or logging out can also occur after a period of inactivity.
#### Manage your authentication secrets There are 3 secrets linked to the authentication which can be managed: the password and 2nd factor for WALLIX ONE IDaaS, and the master password for Enterprise Vault. Each one can be changed if you know the current secret, or reset if you don't. **Reset WALLIX ONE IDaaS password** If you don't have access to your previous password: 1. Access your WALLIX ONE IDaaS dashboard (like your\_company@trustelem.com) 2. Click **Forgot your password?** 3. Enter the captcha then click **Ask your administrator for a reset code** 4. Your admin will provide a code or a link to reset your password, or a temporary password **Change WALLIX ONE IDaaS password** If you still have access to your previous password: 1. Access your WALLIX ONE IDaaS dashboard (like your\_company@trustelem.com) and log in 2. Click your profile then **Security parameters** 3. Click the icon at the end of the line **Password** 4. Change your password [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/JYjimage.png)If you authenticate through your company Identity Provider (Microsoft, Okta...) then you can't change your password with WALLIX ONE IDaaS.
**Reset WALLIX ONE IDaaS 2nd factor** If you don't have access and will not recover your previous 2nd factor (for example, if your phone is broken), contact directly your admins: they will generate a new enrollment link, for a new 2nd factor. **Ask for a temporary WALLIX ONE IDaaS 2nd factor** If you're temporarily unable to access your 2nd factor (for example, if you've forgotten your phone), you can request an rescue code. 1. Access your WALLIX ONE IDaaS dashboard (like your\_company@trustelem.com) and provide your login and password. 2. On the 2nd factor page, click **Use an alternative method** then **Ask for a rescue code** 3. Your admin will provide a code to perform the authentication **Change WALLIX ONE IDaaS 2nd factor** If you still have access to your previous 2nd factor: 1. Access your WALLIX ONE IDaaS dashboard (like your\_company@trustelem.com) and log in 2. Click your profile then **Security parameters** 3. If you didn't use multi-factor authentication to get here, you'll need to click the green button to verify your 2nd factor 4. Click the **+** button for a 2nd factor, then perform the enrollment 5. Optionally, you can delete the previous 2nd factor [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/m6Zimage.png)This feature can be disabled by your company. If you don't have a **+** button, then you have to contact your administrators and they will generate a new enrollment link.
**Reset Enterprise Vault master password** If you don't have access to your previous master password: 1. Go to your Enterprise Vault login page and click **Start a password reset procedure [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/6WZimage.png)** 2. Define a 6 digits code, and don't loose it! 3. Wait for the admins to validate your request: after that you will be notified by email 4. Click the link on the email, then provide your code and define your new master password [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/ownimage.png)This feature can be disabled by your company. If you don't have the button **Start a password reset procedure** then there is no way to recover your account. You must contact your administrators, who will create a new account, but all your personal secrets will be lost. Before doing so, check if you can't find your master password, especially with the hint you can get by using **Get master password hint** on the login page.
**Change Enterprise Vault master password** If you still have access to your previous master password: 1. Go to your Enterprise Vault app then **Settings** and **Security** 2. Provide your current master password, then the new master passwordYou should check **Also rotate my account's encryption key**, doing that the keys used to crypt your items will be changed too during the process.
#### Preferences Go to your Enterprise Vault app then **Settings** and **Preferences** - **Timeout**: set the length of time you can remain inactive before locking or logging out - **Vault timeout action**: choose whether you want to be locked out (provide only the master password for next access) or logged out (performe full authentication for next access) when your session timeouts. - **Language**: change the language used by Enterprise Vault (English or French) - **Show website icons**: associate a recognizable image next to each login, if Enterprise Vault recognize the website. - **Theme**: choose a light or dark theme, or leave the choice to your system's theme #### Purge the account Go to your Enterprise Vault app then **Settings** and **My account** From here you can: - **Purge vault**: delete all items and folders in your personal vault, it doesn't affect shared vaults items or rights - **Delete account**: delete all items and folders in your personal vault, remove any rights you may have to shared vaults and erases all your settingsThese actions are definitive; no restoration is possible.
### Items management On your personal vault, you can create **Items**. An Item is a secret, you want to protect and keep for yourself in your vault. [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/wO7image.png) #### Create items **Create login items **Login items are identifier to authenticate on websites or other services - **Name**: used to remember what is the item, and to find it easily - **Folder**: used to sort items - **Username**: identifier used on websites or other services - **Password**: password used on websites or other servicesFrom this field, you can also generate a password, verify if the password has been exposed, or toggle character count
- **Authenticator key (TOTP)**: second factor used for multi-factor authentication on websites or other services - **URL & Match detection**: used for auto-fill with the browser plugins - **Note**: used to add custom content associated to the item - **CUSTOM FIELDS**: used for specific use cases with auto-fill - **Who owns this item**: used to create the item in a shared vault - **OPTIONS** - **Master password re-prompt**: used to secure the item, by requesting the master password before use - **Access** **logging**: if not defined by your administrator, let you decide if you want to generate logs when you access the item **Create card items **Card items are credit card you want to store on your vault - **Name**: used to remember what is the item, and to find it easily - **Folder**: used to sort items - **Credit card information**: cardholder name, brand, number, expiration date, security code - **Note**: used to add custom content associated to the item - **CUSTOM FIELDS**: used for specific use cases with auto-fill - **Who owns this item**: used to create the item in a shared vault - **Master password re-prompt**: used to secure the item, by requesting the master password before use **Create identity items **Identity items are all the useful information about the people you want to keep. The identity may be for yourself or someone else. - **Name**: used to remember what is the item, and to find it easily - **Folder**: used to sort items - **Contact information**: Title, Name, Company, Passport/License number, Email, Phone, Address - **Note**: used to add custom content associated to the item - **CUSTOM FIELDS**: used for specific use cases with auto-fill - **Who owns this item**: used to create the item in a shared vault - **Master password re-prompt**: used to secure the item, by requesting the master password before use **Create secure note items **Secure note items are simple notes that you want to store in your vault. They can be useful if you wish to store an item whose type is not the default one, for example for an attachment such as a certificate. - **Name**: used to remember what is the item, and to find it easily - **Folder**: used to sort items - **Note**: used to add custom content associated to the item - **CUSTOM FIELDS**: used for specific use cases with auto-fill - **Who owns this item**: used to create the item in a shared vault - **Master password re-prompt**: used to secure the item, by requesting the master password before use #### Manage existing items After the creation, you can edit the item, but also perform new actions clicking the 3 dots at the end of each lines. - Add / Download / Delete an attachement to the item - Clone the item - Assign to collections = move the item to a shared vault - Delete the item For login items, you can also copy the username, password and verification code (TOTP) using the 3 dots. Also for login items, if you change the password, you can open the item and you'll find the previous password under the **CUSTOM FIELDS**, clicking **Password history**.When an item is deleted, it is transferred to the trash. From here, the item can be restored or deleted permanently.
#### Folders Folders are used to organize and easily retrieve items that belong together. This means that these items will continue to appear in the list of all your personal items, but can be found by clicking on the folder name. To add a folder, you just have to provide its name.You can create a folder in another folder by specifying the name of the parent folder then /, in the name of the new folder. For instance I can create the folder "Credit cards" under the folder "Private" using the name: "Private/Credit cards"
[](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/dsAimage.png) After the folder creation, you can: - Create new item in the folder - Edit an item, then move it to the folder - Edit its name or delete the folder, using the pen button after the folder selection (cf the previous screenshot) #### Favorites Favorite items are as useful as folders: they make it easier to find certain frequently-used secrets. To add an item to favorites, edit it then click on the star at bottom right of the window. To find favorites items, click on **Favorites** on the **FILTERS** menu. #### Search items To search an item, you must use the **FILTERS** menu. **Basics research:** - Click the input **Search my vault** to search for specific words displayed in the list of items. - Click **Favorites** to display your favorites items - Click **Login**, **Card**, **Identity** or **Secure note** to display the corresponding items - Click a folder name to display the items it contains - Click the trash button to display deleted itemsDon't forget to click **All items** if you wish to return to the complete list of your items.
**Advanced research** Using the input **Search my vault** you can carry out more complex searches. Here are some example: - **>name:my\_name** returns items whose name is my\_name - **>login.username:my\_username** - returns elements whose login is my\_username - **>login.uris:my\_uri** returns elements whose associated URL is my\_uri - **>attachments:my\_file** returns elements whose attachment is my\_file - **>notes:my\_note** returns items whose note contains my\_note - **>shortid:my\_id** returns the item whose identifier is equal to my\_id Filters can also be concatenated: - **>login.username:my\_username +name:my\_name** returns items whose name is my\_name and whose login is my\_username - **>login.username:my\_username-name:my\_namer** returns elements whose login is my\_username but whose name is not my\_name You can use the ~ character to indicate the number of characters that can be different from the filter: - **>login.username:userX~1** returns elements whose login is user1, user2, user3 but not user10 The \* character can be used to replace variable character strings: - **>name:\*admin\*** returns the element named “my special admin login”. ### Send management The Send feature is able to **generate secure links** to let you share text or files with people who are not Enterprise Vault members.It is not possible to share the Send directly from Enterprise Vault. This tool only generates links.
[](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/8Wgimage.png) **Create Sends** Go on your Enterprise Vault app, then click **Send** then **New Send**. From here you have to define: - **Name**: the name of your Send, used to find it in the list of existing Sends - **Content**: text or file - **Text**: the text you want to share with your Send You have the possibility to hide it by default when the Send is opened - **File**: the file you want to share with your Send It can have a size superior to 100Mb - **Share**: by ticking the checkbox, the link to your Send will be added to your clipboard after creation - **Options** - **Deletion date**: used to permanently delete the Send after the specified period or date - **Expiration date**: used to disable the Send after the specified period or date - **Maximum access count**: used to disable the Send after the specified access number - **Password**: used to protect the Send with a password - **Note**: private note, the recipient will not see it - **Hide my email address from recipients**: if disable, the recipient will see your email address - **Deactivate this Send so that no one can access it**: deactivate the Send, to keep it, but ensure that no one with the link can access the content **Manage Sends** After the creation, here are the possible actions: - Edit Sends to modify the content - Copy the Sends link, by editing them or clicking the 3 dots at the end of the line - Delete SendsIf a Send is disabled because of the access count or the expiration date, you have to edit their values if you want to enable it again.
### Generator The generator can be used to create new Identifier or new Password. [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/ZxPimage.png) From **Tools** then **Generator** you can generate password or identifier, but more important, you can define the policy used for the generation. Why is it important to remember this? Because you can generate a password from other places: when you create an item, when you use browser plugins... The generation will always be based on what you have defined on this page. **For passwords, you can define:** - The length - Minimum number of digits - Minimum number of special characters - Options: - Allow A-Z characters - Allow a-z characters - Allow digits - Allow special characters - Avoir ambiguous characters, like 1 vs l or 0 vs OIf you prefer, you can also generates **Passphrases** instead of passwords. In this case you have some very explicit options, and the result will be something like: "footless-banter-helper-directive-sedation-life"
By using the clock-shaped button at the bottom right of the page, you can retrieve the password history generate
**For identifiers**, you can choose to generate something based on your email address, or something random. What is great with identifier based on your email address is that it uses alias, and most of the existing mail box are able to handle alias.For instance, from "user@trustelem.com" it generates "user+uw4j19uk@trustelem.com". And the user will be able to receive the email sent to "user+uw4j19uk@trustelem.com".
### Import / export items If you have already used another another, you can import its items into your Enterprise Vault space. And if you wish to switch to another vault or make a backup of your items, you can export your personal items. [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/CZ3image.png) In **Tools** then **Import/Export data**, simply select the input or output format, then proceed with import or export.. When importing, you can also choose to create the new items in a specific location if you want to be able to find them easily. ### Reports You have 4 reports available for your personal vault. They'll give you an idea of the security associated with your secrets. [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/3Sjimage.png) Check that the passwords used are not present in lists of stolen passwords. [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/xPVimage.png) Check if you used the same password multiple time. [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/c0limage.png) Check the strength of your passwords. [](https://vault-doc.wallix.com/uploads/images/gallery/2025-01/9PXimage.png) Check if you have URLs in login items, which use "http" format.