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mySafeBox Help

Getting Started with using mySafeBox

Registration

To begin using mySafeBox you will have to register first. Click on the Register tab on the login page. You have to enter your login user id, first name, last name, email and the password.

Login


Forgot Password

In an uneventful circumstance, if you forget your password you may be able to retrieve it from the login page by clicking on the link provided for recovering password.

Edit User Profile

You can edit your user information for the mySafeBox account by clicking on the link My account on the home page. You are allowed to edit your first name, last name, email and password. You may choose more than one fields to edit.

Create categories to store access information for various accounts

mySafeBox allows to store passwords grouped by categories like (Utility, videos, email etc.) and also you can add as many categories as you want. There are two ways in which a category could be added

  • By clicking on the Category tab and then right click and select Add a new Category option.
  • Enter the name and description of the category to be added.
  • By clicking on Quick Add from the left menu under myList tab.

    Edit Category

    You may edit any category by clicking on the … under Actions for the category you want to edit.

    Removing a Category

    A category can be removed by clicking under Actions for the category that is to be deleted. A confirmation message will appear and if OK is selected, the category will be removed.

    Add items to the category

    You can add item to a category by selecting the category from the left menu. Right click to select “Add a new item” from the menu and then enter the Site Name, Id Hint, Password Hint, and Reminder Note. There are helpful hints for each entry.

    Edit Item

    You may edit any item from a category

  • By clicking on the under Actions for the item you want to edit.
  • By clicking on the appropriate field that is to be edited.

    Delete Item

    You may delete any item from a category by clicking on under Actions for the respective item.

    Download your access information as a PDF file format

    mySafeBox allows you to download your information to a computer in the form of a PDF document. You can do so by right clicking and selecting "Download List as PDF" option. This will prompt you to save a file onto your computer.

    Download your access information as Excel Spreadsheet

    mySafeBox allows you to download your information to a computer in the form of an Excel Spreadsheet document. You can do so by right clicking and selecting "Download List as Excel Spreadsheet" option. This will prompt you to save a file onto your computer.

    Upload your access information from your computer to mySafeBox as an Excel Spreadsheet

    Sometimes people prefer to use a spreadsheet to organize their information on their computer. So, mySafeBox has a feature where you can easily upload all your information (not your file) from your computer to mySafeBox server for a quick access anywhere. The supported file format is Excel Spreadsheet. The restore or upload page provides you with two options - Merge the Excel data to the selected category or create a new Category from the spread sheet.


    When uploading please make sure to select YES, if you have a header (title) in the first line, otherwise choose NO