Skip to main content

Accounts

Save your user login information for a particular application or service provider.

Explore Accounts
Add an account
Share an account
Save and manage account notes
Add and manage custom fields for your accounts
Update a user's role on an account
Update a team's role on an account
Share items with external users via a link
View the users with shared access to an account
Remove a user’s access to an account
Remove team access to an account
[Video] How to add an account for a new service
[Video] How to add a managed account
[Video] How to share access to accounts with teammates
[Video] How to see all the users of an account
[Video] How to share an account with external users via a public link
[Video] How to add and share an account, and view your account details
Restore a deleted account
Delete an account