Quickstart guide for users

The new documentation is available here

A user can carry out a large number of Enterprise Vault-related actions. Only the most important are listed in this page.The full list can be found here: https://vault-doc.wallix.com/books/entreprise-vault-usage

Account creation

The user journey begins when their account is created on Trustelem.

If they are created localy, they will receive an enrolment link to define their password

If they are synchronized from a directory, the administrators will communicate about the account creation

Then users can access to the Entreprise Vault application using the url: https://vault-your_domain.trustelem.com

First they need to authenticate using Trustelem credentials (Trustelem password or directory password).

Then they can define or provide their master-password, depending on whether it already exists or not. This password will be used for the data encryption.

More information about the account creation and the account management are presented here: https://vault-doc.wallix.com/books/entreprise-vault-usage/chapter/account-management

Entreprise Vault home screen

When users log in to WALLIX Enterprise Vault using https://vault-your_domain.trustelem.com, their home screen will display all items in their vaults.

Each user has a Personal Vault which is private. But users can also create or be invited to access items in one or more Shared Vaults. The different vaults include items which can be:

Identities (firstname, lastname, phone number, address...)

Logins (identifier, password and TOTP for single or multi factor authentication)

Credit cards

Secure Notes

This items can be organized using folders in personal vault, and collections in shared vaults.

This home screen  also contains a Filters menu by which users can find specific items using:

A dedicated Search field

Customer Filters: Folder, Item Type or Favorites.

More information are available here: https://vault-doc.wallix.com/books/entreprise-vault-usage/page/search-an-item#bkmrk-search

After the first authentication on the web page, user are able to choose to use a browser plugin or a mobile app, in addition to the website.

Create Item

An Item can be an Identity (firstname, lastname...), a login (identifier, password, TOTP), a credit card or a note.

It can be created on a personal vault, or in a shared vault.

More information are available here: https://vault-doc.wallix.com/books/entreprise-vault-usage/page/create-item

Create Folder

A folder is used to organize personal vault items.

More information are available here: https://vault-doc.wallix.com/books/entreprise-vault-usage/page/create-folder

Use a Shared Vault

A Shared vault is used to share items with other Entreprise Vault users.

It is possible to access items in a vault shared with you, or create a new shared vault to share items with other.

More information are available here: https://vault-doc.wallix.com/books/entreprise-vault-usage/chapter/manage-shared-vaults

Send data to non-vault user

The "Send" option is used to share data with users who are not in the vault. It generates a link sent by email.

You can share a text message, or a file and add some custom policies (is a password required to access the data, how many people can open the link, how long the link will stay available...)

More information are available here: https://vault-doc.wallix.com/books/entreprise-vault-usage/page/create-send

Password generator

If you want to generate a new and secured password, then Entreprise Vault can do that for you.

More information are available here: https://vault-doc.wallix.com/books/entreprise-vault-usage/page/username-or-password-generator

Reset Master Password

If you lost your master password, you can ask for a reset.

More information are available here: https://vault-doc.wallix.com/books/entreprise-vault-usage/page/reset-master-password

Change the settings

Additional settings can be found in the product (customize the tools, change the language, get security reports...).

More information are available here: https://vault-doc.wallix.com/books/entreprise-vault-usage/chapter/avanced-options

Install Browser Extension and mobile application

In addition to the website, you can choose to use a browser plugin, or a mobile application.

More information are available here: https://vault-doc.wallix.com/books/entreprise-vault-usage/chapter/manage-browser-plugins-and-mobile-apps