Purpose

The Passwords module allows users to save common company passwords and login information for items such as WiFi, QuickBooks, and other shared resources. Create, edit, and delete saved credentials in TRUE, and set record access for individual users to control who can view sensitive information.

Secure Storage
Store company passwords and credentials securely within TRUE
Record Access Control
Restrict viewing to specific users for sensitive passwords
Archive Management
Archive old passwords instead of deleting them
Website Links
Store associated URLs and open directly from the record
Search & Filter
Quickly find passwords with search and archive filtering
Lightning Bolt Access
Available from any screen via quick actions menu

List View

View and manage all saved password records

  • Search passwords by description or name
  • Filter to show or hide archived records
  • Add new password records with the + button
  • Access individual records to view or edit details

Search & Filter

Field Description
Search Search for specific password records by description or name
Archived Toggle to display or hide archived password records
Action Description
+ Button Add a new password record

Selected Password

View and edit individual password record details

Details Section

Field Description
Description Name or brief description of the password entry
Username Associated username for the account
Password The actual password for the account
Website URL of the associated website (includes a globe icon to open the link)
Other Additional field for any extra information
Archive Checkbox to archive the password record
Field Description
Remarks Text field for additional, optional remarks about the password entry

Features and Usage

Common operations for managing password records

Managing Passwords

  1. Click the green + icon next to the search bar
  2. A new blank record will be created
  3. Fill in the desired information in the Details fields
  1. Select a password record from the list
  2. Modify the information in the Details section
  3. For websites, use the globe icon to open the URL in a new window

Control which users can view specific password records:

  1. Find the desired password record
  2. Click the hamburger icon and select Record Access
  3. In the user list, click the green lock icon next to a user's name to deny access
  4. The lock will turn red; click the green Confirm button to save changes
Note: By default, users with module access can see newly created records.
  1. Select the password record
  2. Check the Archive box
  3. Archived records can be viewed by clicking the Archived filter next to the search bar
  1. Click the hamburger icon next to the password record
  2. Select Delete
Warning: This action is irreversible. It is advised to archive records instead of deleting them.

Frequently Asked Questions

General Usage

Use the Record Access feature to control visibility:

  1. Create or select the password record
  2. Click the icon and select Record Access
  3. By default, all users with module access can view the record
  4. Click the green lock icon next to users who should NOT have access
  5. Click Confirm to save the access restrictions

While there is no formal tagging system, you can organize passwords using:

  • Description field: Use consistent naming conventions (e.g., "WIFI - Office", "QuickBooks - Admin")
  • Remarks field: Add category notes or additional context
  • Search: Use the search bar to quickly find related passwords

The Passwords module does not include built-in expiration tracking. To manage password updates:

  • Use the Remarks field to note when passwords should be updated
  • Create Tasks for periodic password reviews
  • Use the Other field to record last update dates

Password records don't have individual ownership - access is controlled at the module and record level:

  • Any user with module access can edit password records (unless restricted via Record Access)
  • To restrict editing, use Record Access to control who can view and modify the record
  • Administrative users can manage access permissions for sensitive passwords

The Passwords module does not include a built-in password generator. To create secure passwords:

  • Use an external password generator tool
  • Copy the generated password into the Password field
  • Store any security requirements or generation notes in the Remarks field

For security reasons, the Passwords module does not include an export feature. Password data remains securely stored within TRUE. If you need to backup credential information, work with your system administrator to ensure proper data protection protocols are followed.