PasswordLab New User Onboarding Guide

Onboarding new users in PasswordLab is a secure and streamlined process, allowing administrators to quickly grant access to team members while maintaining full control over user roles and permissions. This guide provides step-by-step instructions for adding, managing, and maintaining user accounts.

Who Can Onboard New Users?

• Only administrators can create, edit, or remove user accounts in PasswordLab.

Step-by-Step: Onboarding a New User

1. Log in as Administrator

• Open the PasswordLab web app in your browser
• Log in using your administrator credentials

2. Navigate to User Management

• Click on the Settings menu in the navigation panel
• Select the Accounts option

3. Create a New User

• Click the Create User button (usually at the top right corner)
• Fill in the required user details:
  • Full Name
  • Email Address
  • Country (optional, if required by your organization)
• Select the account type:
  • Admin: Grants full administrative privileges
  • User: Standard user with regular access

4. Complete the Onboarding

• Click the Onboard New User button to create the account
• The new user will receive an email with a temporary password
• The user must log in with this temporary password and will be forced to change it for security

Managing Existing Users

After onboarding, you can manage users from the Accounts page:

• Edit: Update user details or change account type (Admin/User)
• Mark Inactive: Temporarily disable a user account (prevents login)
• Reset Password: Send a new temporary password to the user
• Delete: Permanently remove a user and all their stored passwords and notes

Warning: Deleting a user will permanently erase all data associated with that account. This action cannot be undone.

Best Practices

• Assign roles carefully: Only grant Admin rights to trusted personnel
• Monitor user activity: Regularly review the Accounts page for inactive or unnecessary accounts
• Use the Mark Inactive option for users on leave or no longer needing access, instead of deleting
• Regularly audit user list: Remove or deactivate users who no longer require access

Troubleshooting

• User did not receive the email?
  • Check the spam/junk folder
  • Verify the email address was entered correctly
  • Use the Reset Password option to resend the temporary password
• User cannot log in after onboarding?
  • Ensure the account is not marked as inactive
  • Confirm the user is using the latest temporary password
• Need to change user role?
  • Use the Edit option to switch between Admin and User roles

By following this guide, you can efficiently onboard and manage users in PasswordLab, ensuring secure and organized access for your entire team.