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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

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.

Custom Fields

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

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.

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.

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.