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.
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
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.
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 feedback@keepersecurity.com.
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.
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.
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