Get Started with Organizations

Why PassageWay Organizations?

Password managers like PassageWay make it easy to store and access unique and secure passwords across all of your devices, keeping your online accounts safer than ever! Using PassageWay, you won’t need to dangerously repeat simple passwords or leave them exposed in unencrypted formats like spreadsheets, documents, or sticky notes.

PassageWay Organizations add a layer of collaboration and sharing to password management for your family, team, or enterprise, allowing you to securely share common information like office wifi passwords, online credentials, or shared company credit cards. Secure sharing of Organization-owned credentials is safe and easy.

By default, new Organizations can be created only by the System Owner of the DrawBridge appliance

What are Organizations?

PassageWay Organizations relate users and Vault items together for secure sharing of Logins, Notes, Cards, and Identities owned by the Organization. Organizations could be a family, team, company or any group of people that needs to securely share data. Organizations have a unique Vault, where administrators can manage the Organization’s items, users, and settings:

Setup PassageWay Accounts

PassageWay provides applications on lots of devices, including Browser Extensions, Mobile Apps, Desktop Apps, and a CLI, but for the purposes of this guide we’ll focus on the Web Vault. The Web Vault provides the richest PassageWay experience for administering your Organization.

Sign up for PassageWay

Create a PassageWay account, and make sure that you pick a strong and memorable Master Password. We even recommend writing down your Master Password and storing it in a safe location.

Once your account is created, log in to your Web Vault and verify your account’s email address to unlock access to all features:

Setup your Organization

To setup your Organization:

1. In your Web Vault, select the New Organization button:

   

2. Enter an Organization Name and a Billing Email we can reach you at.
3. Scroll down and select Submit to finish creating your Organization.

Get to know your Organization

Once created, you’ll land in your Organization Vault, which is the central hub for all things sharing and Organization administration. As the Organization Owner, you’ll be able to see your Vault, to Manage users and Collections, to use some PassageWay Tools, and to configure your Organization’s Settings:

Get to know Collections

Collections are an important part of a PassageWay Organization; they represent the logical grouping of Organization-owned Vault items that belong to your Organization. Your Organization comes pre-loaded with a Default Collection and an Unassigned tag.

Add a User to your Organization

Now that you’re familiar with your Organization, it’s a good time to add the other Organization member you’ll be sharing with. To ensure the security of your Organization, PassageWay applies a 3-step process for onboarding a new member, Invite → Accept → Confirm.

Invite

As the Organization Owner, invite a new member:

1. In your Organization Vault, open the Manage tab and select the Invite User button:

   

2. Enter the Email of your second member, which should match the email they signed up for PassageWay with. You can also choose the User Type and Access Controls assigned to this user, including which Collections they can access.
3. Select Save to send the invitation to the designated email address.

Once your invitation is sent, inform your new member and help them accept the invitation.

Accept

As the newly invited member, open your email inbox and look for an email from PassageWay inviting you to join an Organization. Clicking the link in the email will open a PassageWay Web Client invitation window:

Since you’ve already signed up for PassageWay, select Log In. Fully logging in to your Vault will accept the invitation.

Confirm

Confirm accepted Organization to complete the loop:

1. Log in to your Web Vault and open your Organization.
2. Open the Manage tab and select People from the left-hand menu.

3. Select any Accepted users and use the gear dropdown to Confirm Selected:

   

4. Verify that the fingerprint phrase on your screen matches the one your new member can find in Settings → My Account:

   

Each fingerprint phrase is unique to its account, and ensures a final layer of oversight in securely adding users. If they match, select Submit.

Get to know your Vault

Part of the magic of PassageWay Organizations is that items that belong to you and items that belong to the Organization are accessible side-by-side from your My Vault view, there’s no need to maintain separate profiles. Your Organization-enabled Vault has a few new features to check out, first among which is your Collections filters:

Collections are a lot like Folders in that they organize the Organization-owned items in your Vault. Like anything else in the Filters menu, selecting a Collection will filter listed Vault items down to only the ones in that Collection.

Items Shared from an Organization

You probably don’t have a item shared from an organization yet, but when you do it will be displayed in your Vault with a Shared icon:

Shared items are owned by the Organization. This means that anyone with permission can alter the item or delete it, which would remove it from your Vault as well.

Move an Item to the Organization

The last step on the road to secure sharing is to create an item and move it to the Organization so it can be shared. An existing Vault item can be moved to the Organization after it’s created, but for this guide, we’ll focus on creating a new Login from your Personal Vault:

1. On the My Vault page, select the Add Item button.
2. Fill in all the relevant information for your new Login item (e.g. Username and Password). The item can be anything you want both yourself and the other Organization user to have access to, for example a family streaming account.
3. In the Ownership section at the bottom of the Add Item Panel, select your Organization to designate the item for sharing.
4. Select one or more Collections to put this item into. Generally, users of two-person Organizations setup access for both users for all Collections. In larger or more complex Organizations, which Collection you put the item into will determine who can access it.
5. Select the Save button to finishing creating the Organization-owned item.

This new item will be accessible to both yourself and the other Organization user! As long as both users can access the Collection it’s in, it will appear for both in the Organization Vault and in the My Vault view alongside other personal Vault items.

Congratulations!

You’ve setup your new PassageWay accounts, created an Organization, learned a bit about your Vaults, and shared an item! Nice work!