Documentation Center
Work with (Masked) Credentials
Table of Contents
Masked Credentials are a way to securely store login credentials, but also make them easy to access without requiring you to enter a long password.
Credentials can be saved for a (Customer) Organization, a Contact/End User, or a document in the Documentation Center. These credentials can be accessed in the End User Portal, or can be private/internal only.
IMPORTANT: The Password field for a credential is salted and encrypted. The salt is per row. The password is only decrypted and sent to the client at the time that the field is clicked to be shown.
Note: Customers are in the process of being renamed to (Customer) Organizations, and Contacts to End Users. You may see both in Syncro for the time being.
Create a New Credential
For a (Customer) Organization
To create a new credential for a (Customer) Organization, follow these steps:
- Navigate to the Credentials subtab on an Organization's Details Page, then click +New Credential:
Syncro creates a row where each cell is editable inline. - Click into each cell to enter a value, then click Save for each:
- Name: Enter a descriptive name to help you remember what the credential is for.
- Username: Often an email address, but it can be whatever username you want.
- Host/URL: Link to the site, if applicable.
-
Password: Enter a password. The next time this page loads, the password will be masked with stars:
- Notes: Enter any notes you want to make about the credential.
- Public: Click this cell to toggle between "Public on End User Portal" or “Private” values.
After you save all the cells, the row in the Credentials table looks something like this:
Tip: If you want to temporarily see and/or copy the Password, click into the Password cell:
For a Contact/End User
Follow these steps to create a credential for a Contact/End User:
- Navigate to an Organization's Details Page.
- Select the End Users Subtab, then click on a row to navigate to an User's Details Page.
- Scroll to the Credentials section.
- Click the “+New” link in the header.
- Complete the credential row as described in “For a (Customer) Organization Credential.”
- Click Save Changes.
For a Document
Follow these steps to create a credential for a Document:
- Navigate to the Documentation tab/module, which you might find under the More menu.
- Click Edit for an existing document.
- Scroll to the Credentials section, then click +New Credential.
- Complete the credential row as described in “For a (Customer) Organization Credential.”
- Click Save Changes.
Edit or Delete a Credential
For a (Customer) Organization
To edit or delete an existing credential associated with a (Customer) Organization, navigate to the Credentials subtab on an Organization's Details Page.
To edit the credential, click into any cell and make your changes. Click Save when finished.
To delete the credential, click the red X to the far right of the appropriate row, then click OK to confirm.
For a Contact/End User
To edit or delete an existing credential associated with a Contact/End User, follow these steps:
- Navigate to an Organization's Details Page.
- Select the End Users Subtab, then click on a row to navigate to an User's Details Page.
- Scroll to the the Credentials section.
To edit the credential, click the right-facing caret to open the Credential, make your changes, then click Save Changes.
To delete the credential, click the trash bin icon to the far right of the appropriate row.
For a Document
To edit or delete an existing credential associated with a Document, follow these steps:
- Navigate to the Documentation tab/module, which you might find under the More menu.
- Click Edit for an existing document.
- Scroll to the Credentials section.
To edit the credential, click into any cell and make your changes. Click Save when finished.
To delete the credential, click the red X to the far right of the appropriate row, then click OK to confirm.
Set Access for Credentials
Contact/End User access to credentials (i.e., in the End User Portal) is handled by the “Credentials - View All” and “Credentials - View Mine” Portal User Permission Group settings.
You can restrict Syncro User access to credentials through in a Security Group's “Credentials” category, which includes options for Delete, Edit, New, and View.
See also: Portal User Permission Groups and Configure Security Groups.
View Credential Access
Syncro provides you with a report that allows Admins to view those who have accessed credential details and when.
- Navigate to the Reports tab/module.
- In the Employees section, click the “Credential Access” link.
In the Credential Access Report page that displays, you can search by a specific (Customer) Organization, include Contacts/End Users, and/or Documentation. You can also use the Period dropdown menu to and specify a timeframe:
Tip: Click the CSV or PDF buttons in the upper right to export and/or print a copy of the report.