Category Archives: Guide for Users

Import from CSV file

Posted by on October 10, 2011 9 comments

With cPassMan you can import items from a simple CSV format file.

The rules

In order to import using a CSV file, this one has to conform to the next rules :

  • One item by line
  • Each line is build with the next structure: `Account`,`Login Name`,`Password`,`Web Site`,`Comments`

How to import?

First go in home page, and click on button “Import”.

Import on Home page
Import on Home page

In the dialogbox, click on “Browse” button.
Please notice that the import script uses Flash, so be sure deactivate any Flash blocker.

Import a CSV file

Import a CSV file

After selected your CSV file, a full list of all items found in the file will be displayed. From now, do the next steps:

  • Tick the checkbox of the items you want to import
  • Select the folder in which you want to import them
  • Optionally, you can customize the rights associated to those imported items
  • Click on button “Import”

Tip: If you wan to import items in several folders, do several importations by selecting the good folder and only the items that should be imported in.

Users in TeamPass

Posted by on September 21, 2011 No comments

In TeamPass, a single user can be either an Administrator, a Manager or a simple User.

Administrator

This attribute gives the highest level of rights to a User.
The Administrator attribute permits the User to:

  • access to all pages of cPassMan;
  • define and manage Folders, Roles and Users;
  • customize and set the cPassMan settings;
  • access to all items except those that are personal to Users and those that are restricted to specific Roles.

Administrator attribute has to be reserved to IT representatives or similar.
Set at least 2 Users with this attribute in order to ensure a certain level of security.

Manager

This attribute is more an organisational attribute given to a specific User.
With this attribute, a Manager can manage the:

  • Roles of the set of Users,
  • Allowed/Forbidden Folders of the set of Users.

The Manager can only act on a set of Users made of all the Users that are associated to the same Roles as the Manager.

For example, if a Manager is associated to Roles R1 and R2, then he/she can interact on all the Users that are also associated to R1 and R2.

This attribute will permit to define Managers for team leaders, customer leaders, etc.

Notice that a Manager don’t have any possibilities to:

  • modify the cPassMan settings;
  • see Items he/she is not allowed too.

Read Only

Read only privilege is introduced since version 2.0.
When Users are “read-only”, they can not create, update or delete any item. They can only read the items they are allowed to.

Nevertheless, they have a free access to their Personal Folders (if this option is enabled by Administrator).

User

This is not a specific attribute. All accounts created in cPassMan are called Users.

Search Page

Posted by on September 20, 2011 2 comments

This page contains all passwords existing in the datebase. So that the user can navigate through all of them.
Notice that the search field is dynamical and the result is immediatly displayed.
If user is not allowed to see the password, a specific symbol will be displayed instead of the text.

search

Search between the Items

Items Page

Posted by on September 20, 2011 7 comments

This page is the most important for the user because it contains all the items and passwords he/she needs. With the Tree structure, just click on the needed Folder, choose the item in the full list and see the password and other information. It’s in that page, that users may create and modify Items.

  • Notice that all possible actions are accessible using a specific menu at the right of the screen. Depending on user’s rights, the menu has icons enabled or not.
  • User can only have access to authorized Folders. All other are not clickable in Tree structure.

pw

Main page of Items

pw_1

The item itself

pw_2

Define passwords, tags and visibility

pw_3

Manage attachments to the item

 

Home Page

Posted by on September 19, 2011 No comments

This is the home page which gives the user some information about his/hers account.


Notice: the counter before the session expiration, and the days number before connection password expires.