Quick Start

---

This topic briefly overviews the main commands. It is made to help you get started with Crypt-o password manager quickly. This topic is recommended for reading to both newbies and advanced users.

Creating user accounts

For the purpose of distinction of the access privileges to Crypt-o Server, the specific databases or objects of a database, it is necessary to create user accounts. To manage user accounts, choose Tools > Administrative tools from the menu. Then click on the User management link in the Administrative tools panel.

Creating databases and folders with required fields structure

Do not use the sample database for storing your data. Once the program is installed, please create a new database for your data.

Create a folders structure for storing your data. Create a required field structure and list columns to be displayed for each folder. The field structure can be copied from the sample database. To have that done, simply copy a folder to your database and delete the demo records from it.

Importing data to the program

Once your database and folders structure are created, you can import your data, if you have them stored in a text file with delimiters or in the .csv format (Excel can save data to .csv files). First, select the folder to import the data to, and then select the Database > Import... item on the menu.

Also you can import a Crypt-o database including all advanced features like images, file attachments, user accounts, object permissions.

Configuring and using form auto-fill

The program allows entering data to forms automatically and filling out forms on demand. Hotkeys, browser or system tray menu items can be used to call the auto-fill manually.

 

All forms that are "known" to the program will be filled out automatically. To have the "unknown" form filled automatically in the future, you will need to enter the required data manually for the first time and save the data to the program by selecting the Save form data to Crypt-o item on the browser's popup menu (or by selecting the same item in the program's tray menu) or press the hotkey Alt+Win+S.

 

By default, Crypt-o will ask whether you want to save the form data you have entered to the database once you click on the Submit button. For more information on configuring the automatic form filling, please read the Integration :: Form filling topic.

 

If the database already has a record with the data that you want to enter in the current form, you can call the auto-fill by selecting the Fill out form using Crypt-o item on the browser's popup menu (or by selecting the same item in the program's tray menu) or press the hotkey Alt+Win+L. From now on, the form will be filled out automatically, since the program will remember which record in the database it has to use for the current form.

 

For more information on filling out forms, please read the Form fill out and form data saving topic.