Zoho Vault | Online Help - Zoho CRM

Zoho Vault for Zoho CRM

Zoho Vault is an online password manager for teams. Zoho Vault can keep all your passwords safe and remember them for you. It is an absolute necessity for anyone who needs to share sensitive information securely. 

The Zoho Vault extension for Zoho CRM allows you to share passwords with your contacts and other third parties, with different levels of access permissions. All you need to do is enter your Zoho Vault passphrase to access your passwords and other confidential data from Zoho CRM. 
Note: The extension currently only supports the Leads and Contacts modules in Zoho CRM.

Key features

From Zoho CRM, you can:
  1. View all the secrets stored in your Zoho Vault account.
  2. Share secrets with users and user groups with different levels of access permissions.

Installing the extension

To install the extension:
  1. Navigate to Setup > Marketplace > All.
  2. Click All Extensions, then browse and click Zoho Vault for Zoho CRM.
  3. Click Install Now.
  4. Check Terms of Service and Vault Access.
  5. Click Continue.

  1. In Choose Users/Profiles, select one of the following options:
    1. Install for admins only
    2. Install for all users
    3. Choose profiles
      If you select the Choose profiles option, check all the profiles you want the extension to install for and click Confirm.
      The extension will be installed for the selected users.
  1. Click Signup if you do not have a Zoho account. A new page will open. Enter the required details and click Sign Up.
  2. Click Authorize if you already have a Zoho account.

  1. Click Accept and then Finish.

Sharing secrets

You can use your Zoho Vault passphrase to share your secrets with the records in your Leads and Contacts modules. Ensure that the record you choose has a valid email address, otherwise you will not be able to share secrets with it.

To share a secret:
  1. Select the Lead or Contact you want to share the secret with.
  2. Click Share from Vault.

  1. Enter your passphrase for the Zoho Vault in the pop-up.
  2. Click Open Zoho Vault.

  1. From the Secret List, select the secret you want to share.
    You can search for it in the search bar.

  1. Enter a message and click Share.
    The user will be sent an email with a link to access the secret.
  2. A message will open with the Encryption Key.
    This auto-generated key must be sent to the user manually.

Note: These steps are the same for both Leads and Contacts.

Handling secrets

You can make changes to the secrets within the extension such as updating its details or deleting it from the secret list.
  1. Open your Zoho Vault with your passphrase.
  2. Select the secret from the secret list.
    The details of that secret will be displayed on the right side.
  3. Click  to update the secret's details.

  1. Click  to delete the secret.

Uninstalling the extension

You may wish to uninstall the extension whenever it is no longer needed.

To uninstall the extension:
  1. Navigate to Setup > Marketplace > All > Installed Extensions.
  2. Find the Zoho Vault extension and click Uninstall.
  3. Click Ok to confirm.
    The extension will be uninstalled.

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