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.
Record Types was released to all user accounts on January 18, 2022.
Introducing Record Types
Below are the list of available record types for all consumer and business customers. Note that business customers might restrict the use
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. |
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 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
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 [email protected]
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.
- 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 yet.
- The new Custom Field types can only be added to new Record Type records.
- Converting existing records to Login record type is planned for a later release.
Last modified 1yr ago