Quick Start Guide

To help you get up and running quickly and easily, this Getting Started guide is designed to help you get familiarized with the basic setup functionality of Passportal.

This is not an all inclusive guide to the Passportal product and so does not cover some additional features. For full information on the product, please see the full Passportal documentation.

Initial Settings

Configure your Passportal instance Settings as you require them.

Browser Extension

Install the Cross-Browser Extension - Features and Installation - This is a fully native browser extension for Google Chrome, Firefox, Edge, and all Chromium-based browsers that enable users to easily access and manage their My Vault, Company Vault, and Client Vault credentials.
 
Browser Extension
Configure Browser Extension Settings

User Access

Define Pro User account types and permissions using Managing User Access.

When setting up Security Groups and Folder Structure consider the advice and example setup in Best Practices for Security Groups and Folder Structures, which includes an updated example of a Security Groups and Folder setup.

Adding Users

Managing Users.

Clients

Managing Clients - Add Manually, Import via CSV, or Import via an Integration.

Imports

Importing and Exporting Data - Import your data (Credentials, Assets, etc.) directly into Documentation Manager.
 
Importing Data
Using Import Templates for Passwords
Using Import Templates for Documents

Integrations

API and PSA/RMM Integrations - AD, Entra ID, RMMs and PSAs
 
Integrations
Integration: N-central
Configure Microsoft Active Directory
Configure Entra ID

Further Considerations

Other areas and tools of note.
  • Using Blink, you can provide your clients on Windows Active Directory the ability to reset their own passwords from a mobile phone.
  • Site allows partners to deliver Branded Password Security as a Service.
  • Passportal Mobile App - a fully native app for both iOS and Android platforms that enable users to easily access their My Vault, Company Vault, and Client credentials.
  • Take Control Passportal Integration While remotely accessing your customers' devices, use your Passportal password management account to securely inject your secured Passportal credentials into the Take Control device or machine you are connecting to.