## User Names, Passwords, and Groups: Basic

Username, passwords and groups together with the additional parameters are managed in 4 tabs:

- Basic: all necessary elements for password management
- Additional: additional specifications, including history
- Dates and Times: expiry and statistics
- Password Policy: specific differences to the default

Most labels in the Basic and Additional Property Pages are Smart Labels. This means that when you click on them, the current contents of the relevant field are copied to the clipboard. The label will flash green to show that the data has been copied. The currently supported labels are:

- Basic

- Group
- Title
- Username
- Password
- Notes
- URL
- Email

- Additional

- AutoType
- Run Command
Note: By pressing the Ctrl key down whilst clicking on the AutoType and Run Command labels, variables will not be substituted in the strings before copying to the clipboard.

### Basic Tab

In this tab the most important elements are combined.

The following bits of information are associated with each password entry:

- Group: A name for grouping (organizing) several related entries
- Title: A friendly name for a password entry
- User name: The user name
- Password: The password
- Notes: Free-form general notes field

Only the Title and Password fields are required; all others are optional.

The Notes field is intended for a short/brief amount of text and has a character limit of 30,000. Whilst it is possible to add more than this limit when the entry is added, warnings will be issued when the database is re-opened. The Notes field will be truncated to this limit if the entry is edited. However, if the entry is protected or the database is opened in read-only mode, then it can be viewed without any truncation.

The Notes field contents may be edited using an external editor by right-clicking on the field. Note however, that the contents will saved temporarily on disk in clear text. In addition, some external editors will use an existing instance to edit the temporary text file and this will cause Password Safe to immediately return leaving the data unchanged even though the temporary text file is still available in the external editor. If the external editor supports it, it is possible to specify command line parameters to force a new instance for editing the Notes field to prevent this (for example: "-multiInst" for the Notepad++ editor). See "Manage → Options → Misc.". If you do specify command line paramters, do not enclose them in quotes unless your chosen external editor requires them. The value you specify will be used as-is with no changes.

In addition, the following fields may be set in this tab:

- URL: The URL associated with the entry. If this field is not empty, then the "Go" button is enabled. If the protocol is not specified, then "http://" is assumed (e.g., "www.foo.net" is the same as "http://www.foo.net"). The Go button to the right of the URL field is enabled if the URL field is not empty. Clicking with the Control key pressed (Ctrl+Click) will, in addition, invoke the AutoType function on the opened browser page. See the following notes for more information.
- email: The email address associated with this entry. Note that this is meant for keeping an e-mail address associated with the site, e.g., support@myvendor.com. If the site requires an e-mail address as your login, it's much easier to set your email address in the Username field.
  If this field is not empty, then the "Send" button is enabled. Clicking on this button will invoke the default mail program with the To: field set to the specified address. See the following notes for more options.

The following notes describe the way URLs are handled in more detail:

- By default, Password Safe will use the browser that your PC usually opens web pages with. If desired, you can specify an alternate browser by putting '[alt]' before the URL, e.g., "[alt]http://www.foo.net". This is useful, for example, if your default browser is Firefox, and you wish to access a website that works best with Internet Explorer. To configure an alternate browser, use the "Manage → Options → Misc." dialog box.
- If '{alt}' is put before the URL, then it is passed 'as-is' to the alternate browser, that is, without adding 'http://' if no protocol is specified. This is useful if the alternate browser is a remote access application, e.g., an SSH client. [ssh] will achieve the same effect.
- If '[autotype]' is found before the URL, then after the URL has been displayed/actioned, Password Safe then performs the AutoType action using this entry's AutoType field, or the default value if not specified.

The email address is according to the standard rules (per RFC 2368):

- The address can be one or more valid email addresses separated by a semicolon, using 'Internet-safe characters. Use %20 for the space character.
- The address can be followed by one or more name-value pairs. The first pair should be prefixed by a "?" and any additional pairs should be prefixed by an ampersand (&). The name can be one of the following strings:

- subject - followed by text to appear in the subject line of the message.
- body - followed by text to appear in the body of the message.
- CC - followed by addresses to be included in the "cc" (carbon copy) section of the message.
- BCC - followed by addresses to be included in the "bcc" (blind carbon copy) section of the message.

Example: user@example.com?subject=Message Title&body=Message Content"

### Creating a New User Name and Password Entry

1. Open the database where you wish to place the new entry
2. From the Edit menu, select Add Entry
3. Enter information into the Edit/View Entry dialog fields as necessary

Note: If a Group name is selected and then a new entry added, that entry will have that Group name prefilled in the Edit/View Entry dialog. If a name of a new group is added to the Group field, that Group will be created.

### Generating and Editing Passwords

If you wish, you can enter your own password into the password field manually, or you can have Password Safe generate a new one based on the current Password Policy. To have Password Safe generate a password, just click on Generate in the Edit/View Entry dialog. If you're unhappy with the result, you can click on Generate again, or edit the password manually.

Note: If you're using a "single sign-on" system that allows you to share the same password across different machines/servers/applications, etc. you can setup Password Safe entries accordingly, so that changing one password affects all other related entries. This is called "aliasing" entries, and is explained in detail here.

### Editing Existing Entries

1. Select the entry to edit from the list
2. Select Edit/View Entry from the Edit menu

### Editing Existing Entries via the Tree View

1. Select the entry to edit from the list then:
2. Select Edit/View Entry from the Edit menu OR
3. Right-click on the entry and select Edit/View Entry from the context menu
4. You can change the fields that are displayed in the tree view directly. To do so:
   - Right-click on a group and select Rename Group from the context menu OR
   - Press the shortcut key to rename (default F2) and overtype the displayed text (format is "title [username] {password}").

Notes:

1. By default, usernames and passwords are not displayed in the Tree View. Displaying the username and the password are controlled by preferences (see: Display Tab). They work in a hierachy i.e. passwords can only be displayed if usernames are displayed.
2. Also by default, passwords are obscured when editing the entry. To see the password associated with the entry click Show Password when editing it.
3. The title and password are the only mandatory fields for an entry. Therefore, if they are ommited during rename, they will retain their previous values. However, you may clear the username field, as long as it is being displayed, by entering "[]" during the rename implying an empty value.
4. Since square and curly brackets are used to delimit the username and password, it is NOT possible to rename an entry in place (e.g. using F2) if the title, username (if displayed) or password (if displayed) contain any of these characters. Instead, you must Edit the entry either via the Edit menu or by the right-click context menu as indicated above.

### Add a New Group via Tree View

1. Select Add Group from the Edit menu
2. Enter the Group name

### Edit a Group Name

- Right-click on the group and select Rename Group from the context menu or
- Select the group and press the shortcut to rename (default F2) and overtype the group name.

Notes:

1. Group names can be "nested" i.e. placing a group name within/under another group name.
2. A group cannot be renamed to multiple groups through the Rename Group menu item or shortcut, i.e., group "a" cannot be renamed to "x.y".

### Protected Entries

If the entry is protected, you will not be able to change any fields until you unprotect the entry via the Edit menu or right-click context menu. Protected entries will be indicated in red at the bottom of this tab.