## User Names, Passwords, and Groups: Basic

Username, passwords and groups together with the additional parameters are managed in 4 tabs:

- Basic: all necesarry elements for password management
- Additional: additional specifications, including history
- Dates and Times: expiry and statistics
- Password Policy: specific differences to the default

### Basic Tab

In this tab the most inportant elements are combined.

The following bits of information are associated with each password entry:

- Group: A name for grouping (organizing) several related entries
- Title: A friendly name for a password entry
- User name: The user name
- Password: The password
- Notes: Free-form general notes field

Only the title and password fields are required; all others are optional.

In addition, the following fields may be set in this tab:

- URL: The URL associated with the entry. If this field is not empty, then the "Go" button is enabled. If the protocol is not specified, then "http://" is assumed (e.g., "www.foo.net" is the same as "http://www.foo.net"). TheGo button to the right of the URL field is enabled if the URL field is not empty. Clicking with the Control key pressed (Ctrl+Click) will, in addition, invoke the autotype function on the opened browser page. See the following notes for more information.
- email: The email address associated with this entry. If this field is not empty, then the "Send" button is enabled. Clicking on this button will invoke the default mail program with the To: field set to the specified address. See the following notes for more options.

The following notes describe the way URLs are handled in more detail:

- By default, Password Safe will use the browser that your PC usually opens web pages with. If desired, you can specify an alternate browser by putting '[alt]' before the URL, e.g., "[alt]http://www.foo.net". This is useful, for example, if your default browser is Firefox, and you wish to access a website that works best with Internet Explorer. To configure an alternate browser, use the "Manage → Options → Misc." dialog box.
- If '{alt}' is put before the URL, then it is passed 'as-is' to the alternate browser, that is, without adding 'http://' if no protocol is specified. This is useful if the alternate browser is a remote access application, e.g., an SSH client. [ssh] will achieve the same effect.
- If '[autotype]' is found before the URL, then after the URL has been displayed/actioned, Password Safe then perform the Autotype action using this entry's Autotype field, or the default value if not specified.

The email address is according to the standard rules (per RFC 2368):

- The address can be one or more valid email addresses separated by a semicolon, using 'Internet-safe characters. Use %20 for the space character.
- The address can be followed by one or more name-value pairs. The first pair should be prefixed by a "?" and any additional pairs should be prefixed by an ampersand (&). The name can be one of the following strings:

- subject - followed by text to appear in the subject line of the message.
- body - followed by text to appear in the body of the message.
- CC - followed by addresses to be included in the "cc" (carbon copy) section of the message.
- BCC - followed by addresses to be included in the "bcc" (blind carbon copy) section of the message.

Example: user@example.com?subject=Message Title&body=Message Content"

### Creating a New User Name and Password Entry

1. Open the database where you wish to place the new entry
2. From the Edit menu, select Add Entry
3. Enter information into the Edit/View Entry dialog fields as necessary

Note: If a Group name is selected and then a new entry added, that entry will have that Group name prefilled in the Edit/View Entry dialog. If a name of a new group is added to the Group field, that Group will be created.

### Generating and Editing Passwords

If you wish, you can enter your own password into the password field manually, or you can have Password Safe generate a new one based on the current Password Policy. To have Password Safe generate a password, just click on Generate in the Edit/View Entry dialog. If you're unhappy with the result, you can click on Generate again, or edit the password manually.

Note: If you're using a "single sign-on" system that allows you to share the same password across different machines/servers/applications, etc. you can setup Password Safe entries accordingly, so that changing one password affects all other related entries. This is called "aliasing" entries, and is explained in detail here.

### Editing Existing Entries

1. Select the password entry to edit from the list
2. Select Edit/View Entry from the Edit menu

Note: By default, passwords are obscured. To see the password associated with the Entry click Show Password.

### Add a New Group

1. Select Add Group from the Edit menu
2. Enter the Group name

### Edit a Group Name

- Right-click on the group and select Rename Group from the drop down list

Notes:

- Group names can be "nested" i.e. placing a group name within/under another group name.
- Groups do not exist in their own right. They exist by virtue of an entry being present with within it or within a sub-group of the group. Therefore, if you add a group and the database is saved before you add an entry in it or its sub-group, it will disappear. The simplect method of ensuring a new group remains is to create a new entry and type in the new group path in the group field (groups are separated by periods ('.')).