Quickstart guide for users

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 (login, password and TOTP)
• Cards
• Secure Notes
  

This items can be organize 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.

Later, users can choose to use a browser plugin or a mobile app, in addition to the website.

Create Item

è https://vault-doc.wallix.com/books/entreprise-vault-usage/page/create-itemExplain what is an Item: Identifier, CB, Identity or Note, with the different important fields in these items and provide the link to the documentation

Create Folder

è https://vault-doc.wallix.com/books/entreprise-vault-usage/page/create-folderExplain what it is (focus on what is the interest of folders) and provide the link to the documentation

Search an Item

è https://vault-doc.wallix.com/books/entreprise-vault-usage/page/search-an-itemExplain what is searchable / how to do it and provide the link to the documentation

Use a Shared Vault

https://vault-doc.wallix.com/books/entreprise-vault-usage/chapter/manage-shared-vaults

èSend Explain what it is (Items shared with other people inside the Vault) and provide the linkdata to thenon-vault documentationuser

https://vault-doc.wallix.com/books/entreprise-vault-usage/page/create-send

Password generator

è Explain how the creation/sharing/rights workhttps://vault-doc.wallix.com/books/entreprise-vault-usage/page/username-or-password-generator

è Explain also what a collection is (folders at an organization level in a shared vault) and provide the link to the documentation

Other features

è Explain the basics of send/pwd generation/report and provide the link to the documentation

Reset Master Password

è Explain how to do it and provide the link to the documentation https://vault-doc.wallix.com/books/entreprise-vault-usage/page/reset-master-password

Change the settings

è Explain what are the important settings and provide the link to the documentation https://vault-doc.wallix.com/books/entreprise-vault-usage/chapter/avanced-options

Install Browser Extension

è Explain what are the possibilities and providemobile the link to the documentation

Install Mobile Application

application

https://vault-doc.wallix.com/books/entreprise-vault-usage/chapter/manage-browser-plugins-and-mobile-apps

è Explain what are the possibilities and provide the link to the documentation