Adding Secure Information Into LastPass

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

What: It shows you how to add secure information for clients into LastPass, such as credit cards, drivers licenses, bank accounts, etc

When: Undertake this process as required

Why: This process is completed so that we have this sort of information on hand in LastPass in order to complete tasks and to ensure the security of this sensitive information for our clients

What The VA Needs To Do

Teamwork chat the Office Administrator a direct message letting her know that you have some client information that needs to be saved into LastPass.

The most commonly saved secure information for clients are things like credit cards and driver's licenses (the required information for which is as is listed below) but there are also options for things such as insurance, passports, wifi passwords, etc or you can create a new custom item type to suit. In these cases the Office Administrator will let you know what information is required, and decide which format to use.

Details needed for credit/payment card:

1. Name of the client folder it is for

2. Full name on the card (this can be the name of the person, or of the business, or both, and must be accurate)

3. Type of card (Westpac, Mastercard, Visa, etc)

4. Card number

5. Security/CVC number

6. Expiration date (month/year)

7. Any notes such as "for business purchases only" 

NOTE: Security/CVC number & Expiration date (month/year) get sent separately via WhatsApp to keep the information secure. Only this info is sent, not who or what it is for.

Details needed for Driver's License:

1. Name of the client folder it is for

2. Full name

3. License number

4. License class eg full, restricted, learner

5. Expiration date

6. Date of birth

There are additional lines for address, gender, height, but these are not necessary, and do not need to be filled in.

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. Hover over the red circle in the bottom right-hand corner with a "+" symbol in it

2. In the Add Item box select the item type you need - payment card, bank account, address. If the option you want isn't visible, click on More Items and scroll down to find the item type you need (see pic below) 

3. Give the note a name

4. Select the client folder it is to go in

5. Enter the details given by the VA into the required fields - some examples of which are below

6. Select Save

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