User GuideSecure Vault

Secure Vault

Store, organise, and protect sensitive credentials, documents, and records with AES-256 encryption. Manage folders, control per-user access, and get instant alerts for weak passwords — all within TeamTrackin.

Records, Credentials, Folders, Folder & Grid Views, Access Control
User GuideSecure Vault

Vault Overview

The Secure Vault is TeamTrackin's AES-256 encrypted storage for sensitive company data — credentials, documents, and secure notes. The top bar shows a global KPI summary (Folders, Records, Documents, Weak passwords). Toggle between Folder view and Grid view using the buttons in the top-right. Click + Add new to create a record or folder.

Vault Overview
Secure Vault
Search folders and records...
Folder view
Grid view
7
Folders
24
Records
8
Documents
2
Weak passwords
AES-256 encryption
Every record in the vault is encrypted at rest. Each record is visible only to the person who created it, the people it was shared with (Manage access) and the account owner.
Folder organisation
Group records into colour-coded folders and sub-folders per project or team. Navigate with Folder or Grid view.
Weak password alerts
TeamTrackin automatically detects weak credentials and shows an amber count in the KPI bar so you can act fast.
Per-user access control
Assign Full access, Edit, or View only per team member on each record. Admins always retain full access.
KPIDescription
FoldersTotal top-level and sub-folders in the vault
RecordsAll encrypted records — credentials, documents, and custom types
DocumentsRecords categorised as Document type (files, PDFs, presentations)
Weak passwordsCredentials flagged as weak. Click to see which records are affected and update them.

Folder View

The default Folder view shows all vault folders as expandable rows. Clicking the chevron opens a folder to reveal its records. Each row shows a record/sub-folder count, an Open button to navigate inside, and a three-dot menu for folder actions.

Folder View
Search folders and records...
Folder view
Grid view
AI Project2 recordsOpen⋯
Project Requirements.docxDocument⋯
UI Design Wireframes.pptxDocument⋯
Development4 sub-foldersOpen⋯
Platform3 recordsOpen⋯
Platform Admin CredentialsCredentials⋯
Charity Foundation0 recordsOpen⋯
ElementDescription
Chevron (▶/▼)Click to expand or collapse a folder — reveals records stored inside
Colour iconShows the folder’s assigned colour (blue, red, green, amber, purple)
Record/sub-folder count“X records” or “X sub-folders” — shows what’s inside without expanding
Open buttonNavigates fully inside the folder to see all records and sub-folders
Three-dot menu (⋮)Folder actions: rename, move, manage access, delete
Record type badgeBlue = Document, Red = Credentials

Grid View

Switching to Grid view displays all top-level folders as visual cards, each with a colour-coded banner, a record count badge, folder name, and summary. An Add new card at the end lets you create a folder or record without using the top button.

Grid View
Search folders and records...
Folder view
Grid view
7
Folders
24
Records
8
Documents
2
Weak passwords
2
AI Project
2 records⋯
4 sub
Development
4 sub-folders⋯
3
Platform
3 records⋯
0
Charity Foundation
Empty folder⋯
+
Add new
Folder or record

Grid view shows only top-level folders. Sub-folders and individual records are not visible until you click into a folder. Use Folder view to see expanded record listings without navigating.

Folder Preview Panel

Clicking a folder name (not the Open button) in Folder view opens a slide-out preview panel on the right. This shows the folder's record count, sub-folder count, encryption type, access level, and a list of all records inside — without navigating away from the main listing.

Folder Preview Panel
AI Project2 recordsOpen
Project Requirements.docxDocument
UI Design Wireframes.pptxDocument
Development4 sub-foldersOpen
AI Project
2 records · 0 sub-folders
✕
2
Records
0
Sub-folders
AES-256
Encryption
Admin only
Access
Records
Project Requirements.docxDocument
UI Design Wireframes.pptxDocument
Panel sectionDescription
Records countNumber of individual records in this folder (red)
Sub-folders countNumber of nested sub-folders inside (blue)
AES-256Confirms all content is encrypted at rest using AES-256
Restricted accessOnly the people this folder was shared with (and the account owner) can view its contents — see Manage access
Records listNames and types of each record inside — click any to open its detail panel

Record Detail Panel

Clicking any individual record opens its Record Detail Panel on the right — showing all stored fields: record type, username, password (masked), website address, notes, and attachments. A Weak badge appears next to passwords that fail strength requirements.

Record Detail Panel
AI Project2 recordsOpen
Project Requirements.docxDocument⋯
UI Design Wireframes.pptxDocument⋯
Project Requirements.docx
Document
✕
Record Type
Document
Username
Not given
Password
●●●●●●●●Weak
Website Address
https://example.com
Notes
Notes about this document.
Attachments
requirements_v2_final.pdf↓
FieldDescription
Record typeCredentials, Document, or a custom type — determines which fields are shown
UsernameStored login email or username. Shows “Not given” if blank.
PasswordMasked by default. Eye icon to reveal. Weak badge if password fails strength check.
Website addressAssociated URL — clickable link that opens in a new tab
NotesFree-text context added when creating the record
AttachmentsFiles attached to the record — click the download arrow to retrieve securely
Copy buttonCopies any field value to clipboard without revealing the full value on screen

Creating a Record

Click + Add new and select Record to open the record creation form. Choose a vault location, record type, and title. Fill in credential fields (username, password, website), add notes, attach files up to 10MB, and optionally add custom fields for non-standard data. Records are encrypted automatically on creation.

Create Record
What would you like to add?
Choose a type to continue
✕
Record
Add a secure item to store sensitive information
Folder
Create a secure folder to organise your items
New Record
Location
My Vault
Record type
Credentials
Title *
e.g. My Account Credentials
Username
email or username
Password
Enter password👁
Website address
https://example.com
Notes
Additional notes...
Attachments
📤
Attach Files, Images & Videos
Max file size: 10MB
Add custom field
FieldRequiredNotes
LocationNoWhich folder to store the record in — defaults to “My Vault” root
Record typeNoCredentials (login/password), Document (file), or a custom type
TitleYesThe name shown in the folder listing and preview panel
Username / PasswordNoStored AES-256 encrypted. Password is masked by default and automatically checked for strength.
AttachmentsNoDrag and drop files up to 10MB — documents, images, videos
+ Add custom fieldNoAdd extra labelled fields for this record (e.g. License key, API token, PIN)

Creating a Folder

Click + Add new and select Folder to create a new vault folder. Choose a location (root or inside an existing folder to create a sub-folder), enter a name, and select one of five colour themes to visually distinguish it from other folders.

Create Folder
What would you like to add?
Choose a type to continue
✕
Record
Add a secure item to store sensitive information
Folder
Create a secure folder to organise your items
New Folder
Location
My Vault (root)
Folder name *
Add your folder name
Folder colour
Location — Set Location to “My Vault (root)” for a top-level folder, or select an existing folder to create a sub-folder inside it
Folder colours — Five folder colours (red, blue, green, amber, purple) change the folder icon colour in both Folder and Grid view — use them to visually group related folders by project or team
Sub-folders — Sub-folders appear as “X sub-folders” in their parent row and can be navigated into via the Open button

Record Actions Menu (⋯)

Click the three-dot (⋯) menu next to any record to open the actions dropdown — view, edit, move, manage access, or delete the record without opening the detail panel.

Record Context Menu
Project Requirements.docxDocument⋯
View record
Edit record
Move to folder
Manage access
Delete record
ActionDescription
View recordOpens the full record detail panel showing all fields, masked password, and attachments
Edit recordOpens the record in edit mode — all fields become editable including password and attachments
Move to folderMoves the record to a different folder — useful for reorganising the vault as projects change
Manage accessOpens the access management modal — assign per-user permissions to team members
Delete recordPermanently deletes the record and all its attachments. This cannot be undone.

Managing Access

Select Manage access from the three-dot menu to open the access control modal. Add team members and assign permissions. All vault access is encrypted — users can only see items they've been explicitly granted permission for. Admins always retain full access regardless of settings.

Manage Access
Manage access
Managing access: Project Requirements.docx
✕
Add user
Select a team member to add...
Current access
TW
Thomas Walker· Owner
Full access
OB
Oliver Bennett
Time Reporter
View only
DH
Daniel Harris
Admin
Edit

Access is encrypted. Users can only see this item if granted permission. Admins always retain full access.

PermissionViewEditDeleteManage access
Full access✓✓✓✓
Edit✓✓✗✗
View only✓✗✗✗

The record Owner always has Full access and cannot be removed. All Admin accounts retain visibility into all vault items regardless of individual record permissions set here.

Password Health

Choose Password health at the top of the vault to check the login records you can see. Unlock the vault first — the check runs in your browser on your unlocked records, so passwords are never sent anywhere and the vault stays end-to-end encrypted.

GroupWhat it finds
WeakShort or simple passwords that are easy to guess.
ReusedThe same password is used on more than one record.
OldPasswords that haven't been changed for a long time.
MissingLogin records with no password saved.

You also get an overall score — Looking good, Room to improve or Needs attention — and the number of records checked. When a group is empty you'll see “Nothing here — nice work.”

One-time 2FA Codes

Many sites ask for a 6-digit code from an authenticator app. Keep that with the login: when you create or edit a record, paste the site's setup key or otpauth:// link, or upload its QR code. The record then shows a live One-time code that anyone with access to the record can copy when they sign in.

The secret is encrypted with the rest of the record, so only people you've given access can see the codes.

Expiry Dates & Reminders

Some logins and documents stop working on a known date — a contract, a licence or an API key that has to be rotated. When you create or edit a record, set Expires on. It's optional: leave it blank and the record never expires.

Records close to their date show an Expires in … days or Expired badge, and a strip at the top of the vault and on your dashboard counts how many are due.

ReminderWhen
Due soon14 days before the date (the company can change this).
Final reminder3 days before the date.
ExpiredOn the day it expires.

Reminders arrive by email and in the app. Choose Reminders at the top of the vault to pick who else gets them, how many days ahead the first one goes out, and whether the record's creator is told too. Changing those needs the Expiry reminder settings vault permission.

Reminders only name the record and its date — never its username, password or files. Setting a new date starts the reminders again.

End-to-end Encryption

Vault records are encrypted in your browser before they are saved, so only the people and clients a record is shared with can open it. Your master password is protected with Argon2id, which makes it slow and costly to guess. Vaults set up earlier switch to it automatically the next time you unlock — nothing to do.

Records saved before end-to-end encryption were encrypted with a server key. While there are any, owners and admins see Upgrade encryption at the top of the vault with how many are left. The account owner upgrades them:

1
Open the upgrade
Unlock the vault and click Upgrade encryption. A panel opens on the right.
2
Start
Click Start upgrade and confirm. Each record is re-encrypted in your browser, files included, and shared with the same people and clients.
3
Wait for Done
Keep the tab open while the bar fills. Stop pauses it; Try again carries on with what's left.

A record only switches once its new copy is saved and checked, so stopping halfway never loses anything. The old unencrypted copies, files included, are then permanently removed. When it finishes, every record and file in the vault is end-to-end encrypted.

Teammates or clients who haven't set up their vault key yet keep their access. Once they sign in, finish teammates under Vault resets, and for clients open the record's Manage access → Portal clients → Share again.

Keep Sensitive Data Locked and Secure

Store credentials, documents, and files in TeamTrackin's AES-256 encrypted Secure Vault — with per-user access control, weak password detection, and organised folder management.