Zoho Vault is an online password manager for teams. If you are
struggling with remembering numerous passwords, Zoho Vault can keep them
safe for you. It helps to store, share, and manage your passwords from
anywhere. Zoho Vault is the best way to share sensitive information
securely.
The Zoho Vault extension for Zoho Projects enables you to share
passwords with your contacts and third-parties while using different
levels of access permissions. All you need to do is enter your Zoho
Vault master password to access your passwords and other confidential data
inside Zoho Projects.
Installing the extension
To install the extension:
- From the Projects homepage, navigate to Setup.
- Under Marketplace, click All.
- Select the Zoho Vault for Zoho Projects extension.
- Click Install to proceed to the installation.
- Select a portal and click Continue.
- In the General section, set your preferences. Select the profiles and projects you want the extension to be shared with or given access to.
- Agree to the terms of use and click Install Extension. You will be taken to the installed extensions list page.
- Click Zoho Vault for Zoho Projects.
- Navigate to the Connection section and click Authorize. A pop-up window will open.
- Click Accept to authorize Zoho Vault.
Accessing the extension
Once installed, the extension can be accessed from the top band of the Zoho Projects.
- In the top band, click the
Extensions icon.
- From the list, select Zoho Vault for Zoho Projects.
- Enter your Zoho Vault's master password and click Access Zoho Vault.
The Passwords List from your Zoho Vault will be displayed.
Managing Secrets
When hovering over the passwords in the Passwords List, you will be able
to view either or all of the three icons, based on the provisions given
while creating the password.
- Click
to redirect to the URL provided for the password.
- Click
to view the password details.
- Click
to share the password. On clicking, select the Project, the User, and the Share Type. Click Share.
If the selected user exists in your organization, the password will get
shared directly to their Vault account. If not, you will get an Encryption Key pop-up, which has to be shared with the user manually.
Uninstalling the extension
You may wish to uninstall the extension whenever it is no longer needed.
To uninstall the extension:
- From Projects homepage, navigate to Setup.
- Under Marketplace, click All.
- In the left panel, click Installed. You will be taken to the installed extensions list page.
- Select the Zoho Vault for Zoho Projects extension.
- Click Uninstall. A pop-up will be shown.
- Click Uninstall Extension.
