Zoho Vault for Zoho Projects | Online Help | Zoho Projects

Zoho Vault for Zoho Projects


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:

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > All.
  3. Select the Zoho Vault for Zoho Projects extension.
  4. Click Install to proceed to the installation.
  5. Select a portal and click Continue.
  6. In the General section, set your preferences. Select the profiles and projects you want the extension to be shared with or given access to.
  7. Agree to the terms of use and click Install Extension. You will be taken to the installed extensions list page.

  1. Click Zoho Vault for Zoho Projects.
  2. Navigate to the Connection section and click Authorize. A pop-up window will open.
  3. Click Accept to authorize Zoho Vault. 

Accessing the extension

Once installed, the extension can be accessed from the top band of the Zoho Projects.

  1. Click the  Extensions icon in the bottom-right corner.
  2. From the list, select Zoho Vault for Zoho Projects.
  3. 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.

  1. Click  to redirect to the URL provided for the password.
  2. Click  to view the password details.

  1. 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:

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > All.
  3. In the left panel, click Installed. You will be taken to the installed extensions list page.
  4. Select the Zoho Vault for Zoho Projects extension.
  5. Click Uninstall. A pop-up will be shown.
  6. Click Uninstall Extension.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media




                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now




                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now










                                                                                          • Related Articles

                                                                                          • DocuSign for Zoho Projects

                                                                                            The DocuSign extension for Zoho Projects provides users with the e-signature functionality required to quickly complete approvals and agreements. With this extension, you can send documents, view their signing status, and even revoke the document ...
                                                                                          • Checklist for Zoho Projects

                                                                                            The Checklist for Zoho Projects extension lets you create a set of instantaneous to-do lists for your tasks and issues in Zoho Projects. With this extension, you can create both checklists and templates that can be used for any of your tasks and ...
                                                                                          • Zoho Projects: An Overview

                                                                                            Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. What Does ...
                                                                                          • Box for Zoho Projects

                                                                                            Box is content management software you can use to manage all kinds of files securely. Files related to planning, analysis, design, and more will be required to be used among your team members at various stages of project development. The Box ...
                                                                                          • Dropbox for Zoho Projects

                                                                                            The Dropbox extension for Zoho Projects helps you access files managed in your Dropbox account and associate them with the respective tasks of a project, all from within your Zoho Projects. You can also easily disassociate a file whenever it's no ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources