Credential Manager overview (How to use it)

Credential Manager logo Credential Manager overview

The main area for managing your websites is the Activation's page, which is where your activated sites will appear.  Clicking the top menu option "Credential Mgr" will take you directly to your Activation's page.

From here you can manage all of your activated websites.  So, the first thing you want to do is to activate the sites you are using by adding them to your activation's page.  There are a number of ways to do that, but there are 2 MAIN ways to accomplish this task.

Using the Non-Activations page to activate your sites:

You can also go to the Non-Activation's area where there are {servicecount} websites waiting for you to activate them.

Just use the menu section process by clicking the down arrow and look for any site you are already a member of.  Then select it.  Then click the RED + Service Name button, and that will bring up a popup for you to put in your credentials.  You can also just click the Save button at the bottom of the popup to activate it without putting in any credentials.

When you click the down arrow to select a site, it is in alphabetical order so you can quickly find your sites and activate them. 

The fastest method is to just click the SAVE without putting in any credentials at all.  Do this for all your sites and it will go by very quickly and you will have them in your Activation's area. Then you can edit the records for the information you want to put in the activated website record from the Activation's page..

Using the + Add Website button:

From the activation's page you have the Activation's block at the TOP of the page.  Even if you have not activated any sites, in the upper right hand corner of this block will be a link called + Add Website.

After you click it, put in the domain for the website you want to activate.  By the domain I mean do not put in any HTTP or www, just the domain.  If you have a google account put in and click the check domain button.

That will bring up a popup and the name of the site will already be there because Google is one of the {servicecount} websites already in Credential Manager for your convenience.

Now you can scroll down and put in your login credentials (Encrypted) OR if you want to do that later, then just click the update button at the bottom of the popup and you are done.

Once you have Activated your site:

Now, Google will appear in your activation's page when you click the activation's link from the tick-down menu on the white bar on the upper left. 

You can ALSO click the back key to take you back to the activation's page and then click the refresh button on your browser. You will then see your activated site being displayed with several blue buttons below the site in the menu selection bar.

These blue buttons are for the following purposes:

  1. The first button is the Edit button is for editing the record
  2. The next button is the display button for displaying the entire record with the 4 areas and the WHOIS information at the bottom of the popup.
  3. The next button is the Visit Site button which when clicked will take you to the site selected
  4. The next button is the login button which has been configured to take you to the login page for the site selected
  5. The next button is the trash can button which is what you click if you want to delete this activated site
  6. The last button is an empty heart button that when clicked will fill in and be put to your Favorites page

When you are editing your activated site, you will have 4 main areas to edit for adding line items.  

  1. Encrypted Usernames & passwords (Member, FTP, Control Panel, etc.)
  2. Bookmark links (Affiliate, Social, PDF Docs, Blogs, etc)
  3. Email associations (Yours, Support, account manager, etc.)
  4. Any info (Any embed code, Security Q/A, HTML snippets, Formatted content, anything at all)

Username & Password area:

All usernames and passwords entered are Encrypted using AES 128 technology, so you are secure when putting in your login credentials.

There will be 3 fields in the username & password area,  The name field, and then the username and password fields.  The name field is to designate what this line item is for.  Lets say its for your member login, so you could put "My login", and then enter your username and password.

So, when clicking the display button the My Login will be bold and above the username & password fields.  That way it is clear what each line item is for and the name field is always Bold.

If you have ANOTHER login then click the PLUS button and enter the name with your username & password. 

Lets say its your 2nd membership login because you have two accounts.  Then you could name it "My 2nd Account login" and put in your credentials.

For as many different logins you have for this website you can keep clicking the PLUS button.

The NAME field when you are displaying the site will be above the username & password and will be Bold so it will stand out and you will easily be able to see what this line item is for.

Bookmark links area:

The next area is your Bookmark links that are associated with this website, and there are only two fields, the Name field and the field to put in the link.

Again, just like the username and password area, you can click the PLUS button to add as many line items as you need for your bookmark links.

Do you promote this site?  If so, put in your Affiliate link and name it "Affiliate link".  That way when displaying the record the name Affiliate Link will be just above the link and you will know what it is for.

The bookmark link fields when displayed are CLICKABLE and will open in a new tab when you click them to get to the link.

Email Associations area:

The next area is your email associations you have for this website record you are editing.

Like the last area you have a name field and a email field.

You may want to put in YOUR email (Name it My Email) and then click the PLUS button and put in the support email address for the website (Name it Support) you are editing.

When you display the record each Name field will be Bold and above the line item so you will know what it is for.

Any Info area:

The last area is a catch all area for any sort of information you want to include for this website.

If it is a security question, then the Name field would be for the QUESTION, and remember it will be Bold and above the line item.

Let's say it is:

What's your mother's maiden name?

Info field: Jones

Now the any info area works a little differently because for the most part it is for copy/paste operations.  So, we have made that part easy for you. 

When you are displaying any website record, you can just CLICK in the information field and all of the characters will be copied to your clipboard for you, so you can just paste it out.

Also, there is a LOT more characters allowed in the any info information boxes and in EDIT mode you can even expand the size of the box by clicking the lower right hand corner of the box and then dragging it to expand.

So, you could put in a Video embed code and name it whatever the name of the video is.  Then when you display the record and want to paste that code into your website or blog, then just CLICK the information field from the display popup and then just paste it out to where you want it to go.

The main idea behind having this sort of Management application

The flexibility of being able to create PERMANENT records that you can get to from ANY device (Desktop, laptop, Tablet or Phone) is the biggest benefit. 

You can be anywhere on any browser and your sites are centralized in ONE location with all of their information available with one click of the display button.  This is including the WHOIS information at the bottom of the display popup for ALL websites in Credential Manager.

With this application your websites are in ONE PLACE and the only username & password you will have to remember is one, which is your Credential Manager.

You will be able to manage ANY INFORMATION that is associated with the websites you are using and have a comprehensive approach with Credential Manager.

Credential Manager is EASY to use and is optimized for YOUR convenience.

In the help area we have also broken down an explanation of all the different page are's of Credential Manager.

If you have any questions please put in a Support Ticket and we will get back to you ASAP.