Adding & Sharing Credentials Using Zoho Vault

Adding & Sharing Credentials Using Zoho Vault

Setting up Zoho Vault and Adding Your First Password

 

Zoho Vault is a powerful and secure password management tool. If you already have your Vault set up, but have not added your Zoho Account credentials, skip to step 3.

If you have not used Vault before, start here at step 1.

 

1) Login to your Zoho account and navigate to the Zoho Vault app (linked for your convenience).

 

2) Create a master password. **Do not lose this password, it is not recoverable

 

3) You can begin adding passwords by clicking the Add First Password button (or the Add button in the Passwords tab).

  • From the Drop-down, choose Site

  • Search "{Website Name}", eg. "Zoho One"

 

4) Add your login credentials and click Save**


Side Note: You can share credentials with anyone in your organization in your Zoho Account using this share feature guide.
You can also add the Zoho Vault browser extension to make account logins even more convenient! 


**Please note that sometimes the default password policy is set to "passwords must start with a letter", which may give you an error when you try to save the password.

To change these settings, refer to this guide.

 


Sharing Your Zoho Credentials with BMI

 

1) Open Vault and select the password you wish to share, and click More at the top. (You cannot 'bulk share' to people outside your organization. You will have to repeat these steps for each set of credentials you wish to share).

 

2) Select Share Passwords, or the "Share" icon.

 

 

 

3) Choose the Third Parties tab, and enter the details

  • Choose the time limit the link will be active (we recommend 24 hours to give the most flexibility)

  • Type a brief message to reference which password is being shared

 

 

4) You will see a window pop-up with and Encryption Key

  • Copy the encryption key

 

 

All Done!