Adding A New Password Into LastPass

Who: This process is for both the VA and Office Administrator to undertake

What: It shows you how to add a new password into LastPass

When: Undertake this process whenever a new login and password is given by/created for a client or for the business

Why: This process is completed to ensure that this information is secure, as well as accessible to whomever in the team needs it 

If you need to add a new login and password into LastPass, whether it is one you have been given by a client or one you have created for a client or for yourself, the following process must be followed. It is necessary for all passwords to be passed on to the Office Administrator so that they can put into the Strictly Savvy team vault, so that they are secure, as well as accessible to any back-ups or other team members who may carry need to use them to carry out client work, or work for the business.

Do not add them directly into your individual LastPass account.

What The VA Needs To Do

Teamwork chat the Office Administrator a direct message letting her know that you have a login/password that needs to be saved into LastPass.

You will need to provide the following details:

1. Name of the client or folder that it needs to be saved into eg the Savvy Marketing folder

2. The URL to the login page (it must be the URL for the login page itself, not just the site, so that LastPass can accurately match to it and autofill)

3. The email or account username/number

4. The password

5. Answers to any security questions if applicable

6. Any notes that are relevant, such as the recovery phone number or email for an account

The Office Administrator will then add this to LastPass and advise once this has been completed.

What The Office Administrator Needs To Do

When the above information has been received from a VA, the Office Administrator will log in to their LastPass account and add it to the team's vault.

1. Click on the red circle in the bottom right-hand corner with a "+" symbol in it

2. In the Add Item box select Password (see pic below)

3. Copy and paste the details given by the VA into each of the boxes - as listed above - including any notes (see pics below)

4. Select Save

5. Advise the VA via Teamwork chat that it has been added to LastPass

NOTE: We can also add a Secure Note if there isn't an option in LastPass that quite matches what you are after eg details of an alarm code