Record Types

How to create and manage new types of records in your vault

A Keeper Record Type is a structured template that can contain any type of information such as logins, payment cards, bank accounts, and many more. There are several out-of-the-box record types available for users.

Overview

Record Types

Default Record Types

Below are the list of available record types for all consumer and business customers. Business customers should note that your Keeper Administrator may restrict the use of some record types.

Create New Record > Record Type Dropdown

Record Type	Description
Login	The set of data needed to successfully login to a website.
Payment Card	Credit card information, used in autofilling of forms. Payment cards can also be "linked" to other records, to reduce duplication of data.
Contact	Identity information about a particular person. We recommend you create one with your information, used in autofilling of forms.
Address	Address information used to identify a physical location. Address records can also be "linked" to other records, to reduce duplication of data.
Bank Account	Banking information, such as account number and routing numbers.
File Attachment	One or more files can exist in a file record.
Photo	One or more photos can exist in a photo record.
Driver's License	Drivers license information, such as name, number and expiration. We recommend you store pictures of both the front and back in this record type.
Birth Certificate	Birth information such as date of birth and name. We recommend you store a high quality scan of your birth certificate in this record type.
Database	Database information such as Type, hostname and port. Can be used to rotate database credentials in Commander.
Server	Server information such as hostname and login info. Can be used to rotate or connect to servers in Commander.
Health Insurance	Health insurance information such as account number and the insured's contact info.
Membership	Membership information including account information and name. We recommend you store a scan of membership the barcodes in this record type.
Secure Note	Secure information that is masked when the record is viewed. The record contents can be unmasked at will.
Passport	Passport information such as number and expiration. We recommend you store a high quality scan of your main passport page in this record type.
Identity Card	Identity information such as number and expiration. We recommend you store a high quality scan of your ID card in this record type.
Software License	Software license information such as the license number and purchase date.
SSH Key	SSH information, such as public and private key strings. We recommend you attach any relevant key files in this record type.
Custom	Business customers can create custom types that will appears for users.
General	Legacy format, used for records created before the launch of Record Types.

Custom Fields

Custom Fields

There are a variety of Custom Fields available that can be added to any record.

Custom Fields

Available Custom Fields

• Text

• URL (website address) used for Autofill

• Security Question & Answer

• Multi-line Text

• Date

• Email

• Name

• Address (new or linked)

• Pin Code (4-digit numeric)

• Phone Number

• Payment Card (new or linked)

• Hidden Field

Custom Record Types

Keeper Admins can create custom types that fit the needs of your organization. Custom types can be created for all users, or users within specific roles. If you are not seeing a particular record type, or if you would like to have a new type of record, please ask your Keeper Administrator.

To learn more about the Keeper Business product, click here: https://www.keepersecurity.com/business.html To suggest new default templates for all consumers, please send an email to [e-mail].

Sharing

Record Types can be shared to other users, either direct sharing or within a Shared Folder, just like any other record. This now includes Payment Cards and Contact record types.

The Payment Cards stored in the "Identity & Payments" section of the vault is separate, and cannot be shared to other users. To make a Payment Card available for sharing, please create the record within the Vault section. Migration from data stored in Identity & Payments is planned for a future release.

Payment Cards

To create Payment Cards that can be shared to other users, click on Create New > Record, then select the Payment Card type.

Migration Notes

• The "General" record type is Keeper's legacy record version.

• Both newly created records and "General" record versions can be converted between types.

• The new Custom Field types can only be added to new Record Type records.