Sharing Non-Web Passwords & Secure Notes

Purpose

Secured Items lets users share Non-Web Password and Notes in a secure fashion within your organizations tenant.

Instructions

1. Login to the Practice Protect User Portal.
2. Create a new Secured Note, or select an existing one. You can filter it by Notes
3. Click on the Sharing tab.
4. Click on Add. Take note that if the option to share is not available, your administrator will need to enabled it.

   

5. Search and Select the User or Roles for sharing. Then click Add.

   

6. Select the required permission, then click Save.
   
7. Items should appear for the user you just shared with. If not, try refreshing the page or signing out and back in.

Note: Secured Items & Passwords are stored in the account they are created in. In the event the user account hosting the items is deleted all items are deleted, even if items are shared with other accounts.