Creating A Secure Note In LastPass
Creating A Secure Note In LastPass
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Who: This process is for the VA and Office Administrator to undertake
What: It shows you how to add a secure note in LastPass for client information such as branding information (fonts and colours), 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
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.
Secure notes can be used for random things such as alarm details; a client's brand information - colours and font styles; accounts that dont have a url login page; any other information that the client gives us that is sensitive and/or needs to be kept secure but can't be put into their handbook.
What The Office Administrator Needs To Do
What The Office Administrator Needs To Do
When the 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.
Hover over the red circle in the bottom right-hand corner with a "+" symbol in it
In the Add Item box select Secure Note (see pic below)
Give the note a name
Select the client folder it is to go in
Copy and paste the details given by the VA into each of the boxes, as per the examples below
Select Save
Advise the VA via Teamwork chat that it has been added to LastPass
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