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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, and 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.
New Record Type
Below are the list of available record types.
On any record created as a new Record Type, there are several new "Custom Field" types available that can be added to any record.
Custom Field Types
Available Custom Record Fields
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.
Creating Payment Cards
To create Payment Cards that can be shared to other users, click on Create New > Record > then select the Payment Card type.
Each user can set sorting of the record types which appear when creating new records. Visit Settings > Record Type Sorting > Edit Order.
Record Type Sorting
Keeper Business and Enterprise customers can define totally custom Record Types for their specific needs.
In order to create new custom Record Types, the user must be in an Administrative role with the "Manage Record Types in Vault" permission activated as seen below in the Admin Console role permission interface.
To activate this permission, visit Roles > Select Role > Hover over gear icon > Administrative Permissions.
Enable Record Type Permission
Once the permission is activated, the Admin can login to the Web Vault or Desktop App to create a record type.
From the Keeper Vault application, select Create New > Custom Record Type:
You can create the new template based on an existing template, or you can start with a blank record and add the required fields:
New "Blank Type" Record Type with the name "Crypto Wallet"
Within the new Record Type screen, you are able to define what fields will exist within this template. You are able to add, remove and re-order any field types you wish to. Add new fields by clicking the Add New Field button.
Custom Record Type Fields
- URL (website address) used for Autofill
- Two-Factor (TOTP) code with seed
- File attachment
- Security Question & Answer
- Single-line Text
- Multi-line Text
- Hidden Field
- Hostname or IP Address
- Payment Card
- Bank Account
- PIN Code (4-digit numeric)
- Email Address
- Phone Number
As an example, here's a custom record type that may represent a "Crypto Wallet" type:
Crypto Wallet Record Type Fields
One of the core benefits of Custom Record Types is the ability to specify password security settings at the Type-level. You can specify the following:
- Require the password field to have a value
- Require the use of the "dice" button to generate the password
- Set password complexity rules
- Enable "Privacy Screen" on the record
Keeper's Privacy Screen feature gives you the ability to control the viewing (unmasking) of all passwords at the team level. With Privacy Screen enabled, passwords are not visible from the user interface serving as a deterrent from casual observation. This feature is commonly used to limit viewing of passwords for the non-technically savvy users. It is important to note that password masking is only visual in nature and the password is still stored in the user's vault and accessible via API communication and browser inspection.
Password Complexity and Security
All fields can have a custom label associated with them and any field can be marked as a required field. Additionally, masking can be enabled on any non-password field, which will prevent the field values from being displayed by default. The visibility can be toggled via the eyeball icon.
After all needed fields have been added to the page, they can then be sorted via drag-and-drop. Click the Publish button to make it available to all users who have the record type enabled in their role policy enforcements.
Publish a new Record Type
To add and remove record types for your users, login to the Keeper Admin Console > Roles > Enforcement Policies and visit the Record Types screen. From here, you can turn on or off different record types on a role basis.
- By default, a role can use all Record Types
- If a user is part of multiple roles, disabling a record type in any role will prevent creation of those record types for the user.
- If all record types are disabled, the user will be unable to create records.
- If you would like to make a global change for all users, disable the Record Type in the default role.
Enable Record Types by Role Enforcement
- The "General" record type is Keeper's legacy record version.
- A newly created record can be converted between types, however "legacy" records created prior to the launch of Record Types cannot be converted to a Record Type.
- Converting existing records to Login record type is planned for a later release.