Password Boss WebApp Change Log

Published September 26th, 2023 by Owen Parry

Password Boss WebApp Changelog Change Log  August 26th, 2024 (Extension 6.2.264) Changes and fixes: Fixed an iss Change Log  November 4th, 2024 (6.2.286 Chrome) Changes and fixes: NEW - Added the ability to unlock user sessions from the extension without opening a new browser page. NEW—We have added the ability to log into the current website direct

Upgrading Your Legacy Autotask Integration

Published September 2nd, 2023 by Owen Parry

Who this applies to If you created your Autotask integration prior to Jan 15, 2020, you need to update your integration to enable proper synchronization between Password Boss and Autotask Steps required to upgrade your integration Upgrading your integration is a quick process and should only take a few minutes. Create a new API user in Autotask foll

UAC Levels & Windows User Account Control Settings

Published August 29th, 2023 by Owen Parry

When the AutoElevate agent is installed on a computer, it reads the UAC registry values that are currently set and reports the "UAC Levels" to the Admin Portal for you to evaluate. This document maps out which values equate to which levels & what that means in terms of functionality in Windows. (See this Microsoft document for specific UAC infor

VirusTotal Integration Enhancements

Published August 29th, 2023 by Owen Parry

AutoElevate’s commercially licensed integration with VirusTotal brings a powerful analysis tool to the fingertips of your Engineers as part of AutoElevate’s core product at no additional charge. VirusTotal inspects items with over 70 antivirus scanners and services, in addition to a myriad of tools to extract signals from the studied content. AutoEl

How to Automatically Remove Admin Privileges

Published August 29th, 2023 by Owen Parry

AutoElevate allows for rapid conversion of users to Standard user privileges and can ensure enforcement of your security policies. This can be done by location, company, or globally from the Settings screen as well as individually on a computer-by-computer basis from the Computers screen in the Admin Portal. This feature is not enabled by default, b

Importing to Password Boss WebApp from a CSV

Published October 30th, 2024 by Owen Parry

What can be imported? Importing data into Password Boss WebApp can be a hassle, especially when the data is stored in other sources like your browser or other Password Managers. Fortunately, Password Boss provides a CSV import wizard that can help simplify the import process. With the CSV import wizard, you can import various items into Password Bos

Enter your license key

Published August 29th, 2023 by Owen Parry

If you received a license key when you purchased Password Boss you can add the license key to your account either in the PC or Mac client app, or from a web page from any device. Purchases through Apple or Google You will not receive a license key if you purchase your subscription through either the Apple App Store, the Google Play Store, or directl

Troubleshooting Password Boss in your browser

Published August 29th, 2023 by Owen Parry

Password Boss works in your web browser with a piece of software called a browser button, or a browser extension. The is the piece of software that puts the owls in the fields on websites and fills in the fields for you. When the browser button is installed you will see an owl icon near the address bar in your browser, similar to this. Note: In Safa

📱Install Password Boss WebApp on Android Devices

Published September 27th, 2023 by Owen Parry

New Users must create an account before following the below instructions The Password Boss WebApp does not support registration via a mobile device. Please use a Computer to sign up for your account at https://app.passwordboss.com before installing the mobile app.      To install Password Boss 6 for Android, you must first allow Internal Testing on

Moving Elevation or Blocking Rules

Published August 29th, 2023 by Owen Parry

Moving Elevation Rules To move Elevation or Blocking rules from one Computer/Location/Company/Globally to another, please do the following: Log in to the Web Admin Portal at  https://msp.autoelevate.com  using your email address and AutoElevate password.   In the left-hand column, the click Rules (Elevation or Blocking) you wish to manage.   On the

Threat Locker Exclusions Settings for Password Boss

Published September 1st, 2023 by Owen Parry

Setting up the exclusion in Threat Locker Generally, Google Chrome and Edge Chromium do not require access to Command Prompt. However, some Chrome or Edge Chromium extensions may need to call out to Command Prompt to talk to other applications. If you don't have an extension that requires the ability to communicate with Command Prompt, we recommend

Audit Guide

Published August 29th, 2023 by Owen Parry

When a new agent is installed, the Elevation Mode is initially set to Audit by default. This setting is specifically designed to assess the security status of all devices in your environment without impacting the user experience. By analyzing this data, you can create a comprehensive Plan Of Action to enhance security measures and transition to usin

Definitions

Published September 1st, 2023 by Owen Parry

Background sync (Desktop Application) Background sync occurs when the user is logged in to the Password Boss Desktop app. During the background sync, each device will check to see if the local device needs to upload or download any changes. This interval is 5 minutes.  Note: Background sync has the same function as the Backup Now option in the clien

User Management from the Admin Portal

Published August 29th, 2023 by Owen Parry

From the Users screen in the Admin Portal, you can create, remove, reset password, reset 2FA, set Roles, and set Company Access. All users are required to setup 2FA before accessing the Admin Portal. To get started login to the Web Admin Portal at https://msp.autoelevate.com as an Admin Portal Administrator using your email address and AutoElevate p

Forgot your new Master Password?

Published August 29th, 2023 by Owen Parry

Tip: This feature is only available to users with a paid subscription and when online backups are enabled.     Warning: Any changes you made in your Password Boss account after your Master Password was changed will be lost if you reset the Master Password, so you should reset it with caution.     If you changed your Master Password within the last 1

Technician Bypass Mode - Technician Mode Authentication Setting

Published August 29th, 2023 by Owen Parry

Technician Mode  Technician Bypass Mode can be initiated from the Admin Portal or each workstation.   Technician Mode is entered using the authority and permission of the AutoElevate technician who is authenticated from the Admin Portal or the AutoElevate Notify app.    The Technician Mode Command Tray always requires authentication.   Technician By

System Agent Installation

Published August 29th, 2023 by Owen Parry

Note: We recommended that before large-scale deployments, you should first have your ticketing system integration with AutoElevate complete. For limited testing purposes, you can deploy agents manually. MSI Agent File You can download the MSI file, access your license key, and adjust other settings by clicking on the “Settings” tab under General Inf

Creating Elevation Rules From UAC Events

Published August 29th, 2023 by Owen Parry

Creating Elevation Rules from UAC Events To create a rule from a UAC event, please do the following:  In the left-hand column click Elevation Events   On the event grid select the event(s) by clicking the square next to the listed events(s) you want to turn into a rule   Click on the Actions menu at the top left of the screen, and then Convert To Ru

Firewall Whitelisting

Published September 1st, 2023 by Owen Parry

Firewall Whitelisting If your network access is restricted by a firewall or other network filtering device, you may need to update the filtering on your network to allow Password Boss to function. The following URLs should be accessible for Password Boss to function. SSL Proxy The Password Boss application will not work behind an SSL Proxy server th

Requiring a user to change their Master Password

Published August 29th, 2023 by Owen Parry

If you need to force a user to change their Master Password, you can do this from the user account in the portal. If you want to require all of your users to change their master password on a regular basis you can enable the master password change security policy and set a maximum age for the master password and when a previous master password can b

Marketing Materials

Published September 1st, 2023 by Owen Parry

Email Templates Use these email templates to share the importance of password management with your customers/potential customers. 8 variations allow you to choose the template that will best resonate with your client. Password Boss Email Templates End-User E-book Attach this e-book to your email templates or share with customers/potential customers

📱Install Password Boss WebApp on iOS devices

Published September 27th, 2023 by Owen Parry

New Users must create an account before following the below instructions The Password Boss WebApp does not support registration via a mobile device. Please use a Computer to sign up for your account at https://app.passwordboss.com before installing the mobile app.      For iOS or iPadOS devices, use the mobile app. You can download the current beta

Security policy recommendations

Published September 1st, 2023 by Owen Parry

Recommended security policy settings Password Boss provides a full set of security policies that you can configure based on the security needs of your clients. The policies are fully explained in our support articles, as well as in the portal itself. Here are some guidelines for getting the most out of the security policies It may make sense to begi

Manage Grid View

Published August 29th, 2023 by Owen Parry

Manage Grid Views allows you to customize individual grids and save the settings for future use.   A new Manage Grid Views menu button has been added to replace the RESET GRID button. The button will initially display as "DEFAULT GRID VIEW". When open, the menu will give you the following options: Save Grid View button: This allows you to save the c

MSP Best Practices

Published September 1st, 2023 by Owen Parry

Overview This guide covers best practices and tips for using Password Boss internally in your MSP. Each aspect of Password Boss provides flexibility in how to use the app, and this guide provides some MSP-specific recommendations. General Concepts This section lists product features and design details. Each user has their own unique account that, by

Terminal Server / RDS

Published September 1st, 2023 by Owen Parry

Machine-wide installation The installer for single installation deployment installs Password Boss for Windows machine-wide to Program Files (x86). It is multi-client-capable, meaning that it can be used by multiple users on one machine, keeping their profiles separate in %ROAMINGAPPDATA%. Using this method, Password Boss will not receive automatic u

Using auto-fill on websites

Published August 29th, 2023 by Owen Parry

Password Boss auto-fill lets you will in web forms with information that you store in the app, like your phone number or a shipping address when make an online purchase. Auto-fill generally refers to all information other than usernames and passwords.   Auto-fill works best when you combine your personal information into an Identity so that you can

Setup 2-Factor Authentication ⭐

Published August 29th, 2023 by Owen Parry

-Step Verification (2FA) adds an extra layer of security to your account. Enabling this feature means that when you log in to your Password Boss account, you will enter your email address and Master Password, along with a verification code from your phone.   With 2FA enabled on your account, you are the only person who can log in if your Master Pass

Password Boss Overview Video

Published September 1st, 2023 by Owen Parry

When onboarding new customers, we recommend including a link to the Password Boss Support Site, where end-user videos are hosted. Here, you can find the Password Boss Overview Video. Here is a link to distribute to end users for the desktop version of Password Boss: https://vimeo.com/318872297     

System Overview – System Agent

Published August 29th, 2023 by Owen Parry

The AutoElevate software is referred to as the "AutoElevate System Agent" and get's installed on each computer. It monitors, reports, and responds to all UAC privilege events and LOTL attacks. The AutoElevate Agent operates in either Audit, Policy or Live Elevation mode. In addition, there are Blocker Modes that operate in either Disabled, Audit or

Web Admin Portal Overview

Published August 29th, 2023 by Owen Parry

Web Admin Portal Overview The Web Admin Portal consists of 7 main areas – Dashboard, Companies, Computers, Elevation, Blocker, Users and Settings.  Aside from the Dashboard, each page contains a data grid that is designed to allow you to find, sort, and view data quickly and easily.   Column headers can be dragged to the top which then groups all da

Settings Overview

Published August 29th, 2023 by Owen Parry

Settings are global, however, they can be configured to specific levels in the Settings screen by clicking the plus sign. Multi-Level Settings allows you to use the same settings you are familiar with and apply them to specific parts of the hierarchy. You can move, copy, or delete an existing setting's from the Action's Menu. Moving or copying a set

Use Password Boss as an authenticator for sites with 2-factor authentication.

Published August 29th, 2023 by Owen Parry

Password Boss is a helpful tool that can store and retrieve your one-time passwords for websites with 2-factor authentication (2FA) enabled. It securely synchronizes 2FA across all your devices, ensuring you never lose access to the code, even if you upgrade or lose your phone. With Password Boss, you can easily manage your 2FA codes and have peace

Logging into websites ⭐

Published August 29th, 2023 by Owen Parry

We take your privacy seriously! Our extension strictly adheres to rigorous privacy standards and does not collect, store, or track user information. Our primary function is to enhance your browsing experience by providing relevant password items based on the current website. This process is conducted locally on your device, ensuring no user data is

Agent Dialog Defaults & Customization

Published August 29th, 2023 by Owen Parry

Starting with Agent v2.1, the ability to customize dialog messaging is available. This can be accomplished by visiting the Settings screen (you will need to be an Administrator) and filling out the “Agent Dialog Override” for each dialog you desire you change.   This document outlines each different dialog that is available to override, when it appe

Password Boss apps for computers, phones and tablets

Published August 29th, 2023 by Owen Parry

Install the Password Boss apps on all of your devices and have access to all of your saved items from wherever you are on any device. For the best experience, we recommend keeping your device updated with the latest patches and updates from the manufacturer. You can download the Password Boss Desktop apps from passwordboss.com/download . If you are

Password Boss for iOS

Published August 29th, 2023 by Owen Parry

Need to access your password while you are on the go? The Password Boss app for iOS gives you access when and where you need it.   Download the Password Boss app Find Password Boss in the Apple App Store .  Tap the Get button. If you’ve downloaded Password Boss before, you’ll see a cloud with a down arrow to tap instead.  To launch Password Boss, pr

Kaseya BMS Login

Published September 2nd, 2023 by Owen Parry

Integrating Kaseya BMS with Password Boss To integrate Password Boss with Kaseya BMS you will need the following information. Hostname of your Kaseya instance Username of an admin user within your Kaseya instance Password for the user Company name of your company in Kaseya These values will all be entered during the setup process in the Partner Port

MSP Partner Brandable End User Sales Collateral - "www.myitapp.com" Theme

Published August 29th, 2023 by Owen Parry

  You can make use of one of our neutrally branded end-user facing websites and/or matching brand-able documents (itapp.co version available for download below):  https://www.itapp.co https://www.myitapp.com Both websites have matching documents that can be used to explain to end users (with or without the website) why privilege management is import

Synchronizing Groups

Published September 2nd, 2023 by Owen Parry

Group synchronization Groups in Password Boss are used by your users when they share passwords in the Password Boss app. If you have groups created in AD that will be useful for your users to use when they are sharing passwords, then enabling Group synchronization in the Active Directory Connector will allow you to administer groups in AD and have c

Password Auditing

Published September 2nd, 2023 by Owen Parry

Policy Description The Password Auditing policy tracks access and use of all passwords in each user's business profile. Password auditing does not track password usage from passwords stored personal profiles. The following actions are tracked Password change Password copied Password created Password deleted Password exported Password imported Passwo

AutoElevate Agent Changelog

Published August 29th, 2023 by Owen Parry

v2.10.0 (Release Candidate) - 2024-10-29 New Features LastCheckedInAt date/time value reported in registry (HKLM\AutoElevate\AgentStatus). Useful for RMM queries and scripts to check when the last time the agent successfully checked in. Reports device “serial number” (coming soon to the Admin Portal) Refinements Elevation/UAC Detection: Adds ability

Delete your Password Boss account

Published August 29th, 2023 by Owen Parry

Once you delete your Password Boss account, all of the data you have stored in your account is permanently deleted, and there is no way to recover the data.  How to delete your account Uninstall Password Boss from all of your devices. Note: For PCs, click YES to delete all personal data during the uninstall process.  Login to your account on the Pas

User change notifications

Published August 29th, 2023 by Owen Parry

Policy Description This policy sends notifications to users, alerting them when users are added or removed from your account.   Settings The default value is OFF   When this policy is turned ON enter the email addresses to receive notifications of user account changes.   When this policy is OFF, no email notifications for user account changes will b

Backup your passwords to a file on your computer

Published August 29th, 2023 by Owen Parry

The desktop version of Password Boss allows you to make a local backup copy of all of the items saved in your Password Boss account. Unfortunately, mobile devices do not support exporting your Password Boss data to a file.  You can open Password Boss and from the File menu, choose Export data and select from the following formats: Text file PDF Pass

MSP Partner Brandable End User Sales Collateral - "www.itapp.co" Theme

Published August 29th, 2023 by Owen Parry

  You can make use of one of our neutrally branded end-user facing websites and/or matching brand-able documents (itapp.co version available for download below):  https://www.itapp.co https://www.myitapp.com Both websites have matching documents that can be used to explain to end users (with or without the website) why privilege management is import

⭐ Start Here for Migrating Users

Published February 28th, 2024 by Owen Parry

 Before you start! First, you must also upgrade to the latest Windows Desktop client, version 5.5.5220 that supports exports that work best with Password Boss WebApp. This export will contain only items that you own and not any items shared with you.  Shares will not migrate or move between the Desktop and WebApp due to a fundamental change to the w

Password and Note history

Published August 29th, 2023 by Owen Parry

Did you know that every time you update a password or note for a saved item, the previous password or note is saved just in case you need it again? But if you want to see the current password or note, you'll need to open the individual item because the Password and Note history only shows the previous values. And don't worry, if you accidentally del

Choose location for online backups

Published August 29th, 2023 by Owen Parry

Policy Description When online backups are enabled, user data is stored in one of many data centers worldwide.  By default user data is generally located in a location that is closest to the user's, location when each user creates their account.  For example users in the US will have their data stored in a US data center, and users in the EU will ha

Disable emergency access

Published August 29th, 2023 by Owen Parry

Policy Description This policy allows administrators to block users from creating new emergency access invitations or contacts.  This policy does not cancel or delete any existing emergency access invitations or contacts when the policy is enabled.   Settings The default value is OFF   When this policy is ON, users cannot create new emergency access

Organizing your items with tags

Published August 29th, 2023 by Owen Parry

Tags overview   Tags allow you to add descriptive text labels to items to group them together and search for them in the future. Password Boss already groups your items by type—passwords, digital notes, digital wallets, etc. Using tags allows you to extend this grouping to match your needs. Tags are especially useful when you have a large number of

Connectwise Control / ScreenConnect

Published August 29th, 2023 by Owen Parry

When using the hotkey of Ctrl+Alt+A, the QR code pops up on the local machine instead of the remote machine being controlled via ConnectWise Control. There are several ways to successfully launch Technician Mode on a remote machine when using ConnectWise Control (aka ScreenConnect) when you have AutoElevate installed on your machine.   ConnectWise C

Current Status

Published September 12th, 2023 by Owen Parry

Click here to visit our Status Page We track any issues affecting our products on our status page, which is located at status.cyberfox.com. The potential service interruptions may vary for different customers based on the systems or services impacted. If you have any questions or require additional assistance, please don't hesitate to contact our Cu

Exclude business items from emergency access

Published August 29th, 2023 by Owen Parry

Policy Description Password Boss for Business is designed with two storage locations for users – one for business and one for personal items.  We recognize that users will save personal information and passwords in their Password Boss Business account, so we created a separate storage location for the personal items. This policy is intended to work

Password Boss WebApp Changelog

Published August 20th, 2024 by Owen Parry

Change Log  November 4th, 2024 (6.2.286 Chrome) Changes and fixes: NEW - Added the ability to unlock user sessions from the extension without opening a new browser page. NEW—We have added the ability to log into the current website directly using a saved password selected from the toolbar dropdown for faster access. Enhanced overlay tracking for bet

Datto RMM - Deployment Component (Script)

Published August 29th, 2023 by Owen Parry

This document explains how AutoElevate's official Datto RMM deployment script works, how to install the component in your component library, and some considerations if you have previously deployed agents. There is no need to manually create Companies in the AutoElevate Admin Portal. You run the script on the target device(s), and the latest MSI will

Sharing best practices

Published August 29th, 2023 by Owen Parry

Use sharing - it is an excellent way for your team to collaborate Sharing is one of the most powerful features in Password Boss, and it gives you a secure way to collaborate with your team. Sharing items in Password Boss It’s easy to share any item in Password Boss with anyone else.  You can securely  It’s easy to share any item in Password Boss wit

Password Boss Desktop Changelog

Published September 1st, 2023 by Owen Parry

2024 September 9-21-2024 Android 6.0.11233 This version supports Password Boss Desktop and WebApp users. Updated the logic for logging into the app to support v5 and v6 Improved Handling errors and logging Performance improvements 9-17-2024 Windows Build 5.5.5249 Resolved an issue where the desktop client would export blank PDF/RTF files.  June 6-7-

Application Whitelisting or Exclusions

Published September 1st, 2023 by Owen Parry

Application Whitelisting or Exclusions We generally recommend whitelisting or excluding Password Boss from your antivirus and backup applications to prevent issues with the application. Common problems we see with Antivirus applications over scanning the Password Boss directories include high CPU utilization on Password Boss. Local backups created o

Generic RMM Deployment using PowerShell commands

Published August 29th, 2023 by Owen Parry

Your browser does not support HTML5 video. If you're deploying the AutoElevate MSI Agent using Group Policy, Microsoft Intune, or an RMM tool that we haven't already provided a done-for-you deployment script (i.e., ConnectWise Automate, Datto RMM, Kaseya VSA, Syncro, N-Able) and the RMM tool utilizes PowerShell, you can use the below PowerShell depl

Restrict Business Profile Items From Emergency Access

Published September 1st, 2023 by Owen Parry

Policy Description* Password Boss is designed with two profiles for each user – one for business items and one for personal items. We recognize that users will save personal information and passwords in their Password Boss account, which is why we created a separate storage location for the personal items. This policy is intended to work knowing tha

Datto Autotask PSA - API User Setup for AutoElevate Integration Setup

Published August 29th, 2023 by Owen Parry

If you plan on utilizing the Autotask PSA Integration, you will need first to purchase the integration through your account manager. Click on the Contact Us link in the upper right of this page to get in contact.  Once the integration has been purchased, a support ticket will be opened, which will track your integration setup and will contain inform

Integrate Kaseya BMS With Password Boss

Published September 2nd, 2023 by Owen Parry

Integrating Kaseya BMS with Password Boss Prerequisites To integrate Password Boss with Kaseya BMS you will need the following information. Hostname of your Kaseya instance Username of an admin user within your Kaseya instance Password for the user Company name of your company in Kaseya   In the Password Boss Partner Portal navigate to Integrations

Remove business profile items when users are removed

Published August 29th, 2023 by Owen Parry

Policy Description business and one is for the individual users. This policy allows an administrator to remove the business profile and any items stored in the profile when a user is removed from the business. Important There is an important distinction here between removed and deleted users.  Removing a user from your business account allows the us

ConnectWise Manage - Setup Preferences

Published August 29th, 2023 by Owen Parry

Overview Once the API keys have been set up and AutoElevate is successfully communicating with your ConnectWise Manage server, AutoElevate customer service will continue with the following steps: Setup of AutoElevate service board  Setup of custom Status for service board  Testing of system  Make sure you send in your Integration Setup Documents Ple

Business Quick Start Guide

Published August 29th, 2023 by Owen Parry

Getting started with Password Boss Deciding to bring Password Boss into your team is a great start. We have created a list of items below that will help your team and your business to get the most out of your decision to take control of your passwords.   It’s time for a password policy for your team. When you bring Password Boss into your business,

Create an API Account in Autotask

Published September 2nd, 2023 by Owen Parry

Creating a new API account Within Autotask navigate to Homepage > Admin > Features & Settings Expand RESOURCES/USERS (HR) and click Resources/Users Click New On the General tab fill in the required fields First Name, Last Name, Primary Internet Location, and Email Address Click to the Security tab Enter the following details Username Passw

Mac

Published September 1st, 2023 by Owen Parry

Installing the Mac app Manual install Visit  https://www.passwordboss.com/download . The website will detect which operating system you are using and download the correct installer. After downloading the installer, run the file and follow the prompts to install. Scripted deployment Download the Mac installer The installer is named PasswordBoss-Insta

Importing Passwords to Password Boss from a CSV

Published August 29th, 2023 by Owen Parry

Password Boss WebApp Users Please visit the article Importing to Password Boss WebApp from a CSV for instructions using the CSV import wizard.      What can be imported? Importing data into Password Boss can be a hassle, especially when the data is stored in other sources that may not import correctly. Fortunately, Password Boss provides a CSV impor

Creating strong passwords with Password Boss

Published August 29th, 2023 by Owen Parry

One of the main benefits of using Password Boss is the ability to create strong, unique passwords for your accounts.  Creating different passwords for every account improves your overall security and lowers your potential risk in case one of your sites has a security breach.  If one site has a security breach and your password is stolen from that si

Zendesk PSA - API Token for AutoElevate Integration Setup

Published August 29th, 2023 by Owen Parry

The Process A support ticket will be opened which will track your integration set up, and will contain information on how to securely send your API token information to AutoElevate.   Once the API token has been set up and AutoElevate is successfully communicating with your Autotask PSA account, the AutoElevate Support Team will complete the configu

Troubleshooting

Published September 2nd, 2023 by Owen Parry

The Password Boss application needs to be open and logged into your account for the Control™ extension to function. If you see this screen in Control™ it means either the Password Boss application is either not installed on your computer or you are not logged into your account.

Emergency Access overview

Published August 29th, 2023 by Owen Parry

Emergency Access allows you to pre-designate someone who can access your account in an emergency when you cannot access it yourself. You can invite one person or multiple people to have emergency access to your account.  You can also choose whether your emergency contacts can access your account or select items. Choose Emergency Contacts Wisely Choo

Deleting a device from your account

Published August 29th, 2023 by Owen Parry

To ensure the security of your Password Boss account, you'll be prompted to verify any new device that attempts to sign in. This process helps to prevent unauthorized access and gives you more control over where your account can be accessed. If your device is lost or stolen, you can easily remove it from your account through either the client app or

Splashtop - Datto RMM Version

Published September 2nd, 2023 by Owen Parry

The Password Boss integration with Splashtop allows you to log in to both the local client for Splashtop Business as well as logging into remote servers or workstations with credentials stored in Password Boss. Quick Details Supported version: Splashtop Remote Screen Sharing installed into your Datto RMM instance. Logging into servers requires that

Datto Autotask PSA Integration Setup Preferences

Published August 29th, 2023 by Owen Parry

Once the API keys have been set up and AutoElevate is successfully communicating with your Autotask PSA server, and once your preferences have been received, we will continue with the following steps Setup of the configuration between AutoElevate and Autotask  Linking of users and companies  Testing of the system  Make sure you send in your Integrat

Use groups to manage users

Published August 29th, 2023 by Owen Parry

Why you should use groups Groups are designed to make it easy to manage recipients of shared items. The benefits of using groups include: Shares sent to groups are automatically updated as the membership changes. If shares are sent to individuals, each must be manually edited as the recipient list changes.  It is quicker to manually choose groups as

Password Boss for Mac

Published August 29th, 2023 by Owen Parry

The Password Boss app for Mac gives you access to all your saved passwords and notes in your account.   Downloading and installing Password Boss The most recent version of Password Boss is always available from the Password Boss website. The Password Boss app for Mac is compatible with OS X 11 Big Sur and later. To download the application installer

Changing the language for Password Boss

Published August 29th, 2023 by Owen Parry

Password Boss is available in these 16 languages. Chinese (Simplified)         Korean Danish Norwegian Dutch Polish English Portuguese (BR) French Russian German Spanish (ES) Italian Swedish Japanese Turkish Password Boss WebApp Language Support The Webapp version of Password Boss currently only supports English and Spanish. Additional languages wil

Importing from a Password Boss export

Published August 29th, 2023 by Owen Parry

With Password Boss, you can easily export all of your saved data as a password-protected encrypted file or unencrypted file. This means you can keep a backup of your data and import it back into Password Boss whenever you need it. Just remember that the export feature is currently available only on the Windows or Mac version of Password Boss. Export

AutoElevate Notify App Screen Guide

Published August 29th, 2023 by Owen Parry

Online Backups and Device Sync

Published September 1st, 2023 by Owen Parry

Enable online backups and device sync Policy Description This policy allows you to enable online backups for all of you Policy Description This policy allows you to enable online backups for all users at a company. When this policy is enabled, users will not be able to disable backups in the Password Boss app.  With online backups enabled, the user’

Just-in-Time (JIT Admin Login)

Published August 29th, 2023 by Owen Parry

AutoElevate's Just-in-Time Admin Login feature enables technicians to access a computer as a signed-in Admin user by scanning a QR code to authenticate, making it easy and secure to perform critical tasks. However, it's worth noting that when the Agent creates or takes control of an existing user, access will only be granted to the Agent. This featu

Restrict sharing to specific recipients

Published August 29th, 2023 by Owen Parry

Policy Description Restricting sharing to specific recipients allows the administrator to limit the recipients that your users can share items with in Password Boss. When this policy is enabled, users can only share items with recipients whose email address matches the list of domains entered in the policy. The list of domains entered is a white lis

Windows

Published September 1st, 2023 by Owen Parry

Quick Notes - Read First When installing via an RMM, keep these details in mind.   The RMM installation process is split into two pieces. A pre-installer that needs to run with admin rights can run at any time, meaning the user does not need to be logged in.  The actual Password Boss application installer. The app is installed into the user's Window

Technician Mode - 2FA Authentication & Command Tray

Published August 29th, 2023 by Owen Parry

Technician Mode allows any of your established Technicians with AutoElevate user accounts to bypass the automatic approve/deny rules established for your end users so that they can interact with the UAC manually and not generate a request. Technician Mode also temporarily disables Blocker on the enabled device. The Technician Mode Command Tray displ

Delete your account and start over

Published August 29th, 2023 by Owen Parry

Password Boss does not know your Master Password, and we cannot assist in recovering it. If you are one of our Desktop client users, there is no way to reset it for you without losing your data. This article covers how a user resets the master password and deletes all the account data. This process will not change your subscription status. If you ar

Saving new website passwords

Published August 29th, 2023 by Owen Parry

You can add website passwords directly to the Password Boss app or from your web browser if you have the Password Boss extension installed. Password Boss supports popular browsers like Chrome, Edge, Firefox, and Opera. Any browser that uses Chromium and the Google extension store should work with Password Boss. Password Boss automatically saves pass

Technician Mode Ticketing

Published August 29th, 2023 by Owen Parry

Technicians using AutoElevate can easily initiate new tickets or time entries on existing tickets directly from the client machine. The software automatically tracks their start and stop times in real time, along with any notes they add with a single touch. This helps ensure time entries are contiguous and no billable time is lost. By streamlining t

ConnectWise Manage - Ticketing Integration Overview

Published August 29th, 2023 by Owen Parry

Video Overview Here's what you can expect once your ConnectWise Manage system is set up for ticketing integration within AutoElevate. If you want to add ConnectWise Manage to your AutoElevate instance, please open a ticket with our support team by clicking Contact Us in the upper right corner of this page. 

Kaseya VSA Deployment Procedure

Published August 29th, 2023 by Owen Parry

This document explains how AutoElevate's official Kaseya VSA deployment procedure works and how to install the procedure. This procedure will pass the appropriate Company and location names to the MSI agent installer, allowing our system to auto-create Companies and locations during deployment. There is no need to manually create any Companies or Lo

Accessing the personal information in your Password Boss account

Published August 29th, 2023 by Owen Parry

Accessing stored passwords, notes, and wallet items If you have the Password Boss app installed on your computer or mobile device, all your passwords, notes, and other saved items are already on your device. If you are on a trial or paid Password Boss subscription, you can install Password Boss on a new device to download all your saved items. If yo

Turn On And Control the UAC

Published August 29th, 2023 by Owen Parry

Overview AutoElevate automates a response to Windows UAC events, in which it requires the Windows UAC setting to be turned on and configured correctly.   Turn ON the Windows UAC In the Admin Portal (https://msp.autoelevate.com ) Go to the Computers tab  Check the box next to the computer(s) you want to adjust the UAC setting for  From the Actions me

iOS and Android

Published September 1st, 2023 by Owen Parry

Installing the iOS app From the iOS device, either search the App Store for Password Boss or visit https://www.passwordboss.com/download . The website will detect which operating system you are using and will redirect you to the App Store. Installing the Android app From the Android device, either search the Play Store for Password Boss or visit  ht

Sample User Privilege Policy

Published August 29th, 2023 by Owen Parry

This downloadable Sample User Privileges Policy provided here is for illustrative purposes only. Its purpose is to help MSPs create a document that can be customized to suit their clients' needs. The policy covers user privileges, including the use of privileged access management tools, and is intended to serve only as a guideline. Since the policie

System Overview – How It Works

Published August 29th, 2023 by Owen Parry

The AutoElevate system allows technicians to evaluate base security, monitor privilege activity, and take action on UAC and privilege requests of machines under their management. The AutoElevate system consists of 4 main components: System Agent, Notification Server, Notification App (or Mobile app), and Admin Portal.   System Agent The System Agent

Creating your account

Published August 29th, 2023 by Owen Parry

It's easy to create your Password Boss account; just follow the instructions below. First, it's important to understand that accessing your account requires knowing your Master Password. This is the only password you'll need to remember since Password Boss will remember all your other passwords and secure items.   Guidelines for choosing a master pa

Create an API Account in ConnectWise

Published September 2nd, 2023 by Owen Parry

Step 1: Create a new Security Role for the Password Boss API user Navigate to System > Security Roles and click the "+" sign to add a new role. In the Role ID field type Password Boss and then click Save. You will be redirected to the Security Modules Page. Configure Permissions The following permissions need to be set: Companies->Company Main

Sharing items in Password Boss

Published August 29th, 2023 by Owen Parry

It’s easy to share any item in Password Boss with anyone else. You can securely share one item, several items, or an entire folder of items. If the recipient does not have a Password Boss account, we will help them create one. If your Password Boss account is part of an Organization, you can choose recipients from the list of users in your company o

Deleting Shares

Published September 1st, 2023 by Owen Parry

Cancelling or revoking a shared item will delete the shared item from the recipients you shared the item with. When you delete, or revoke, a shared item, the item is not deleted from your account. The item is only removed from the recipients' account.   For how to delete shares in Desktop / Android / iOS devices, please refer to our Knowledge Base A

Apache Log4j2 vulnerability (CVE-2021-44228)

Published September 1st, 2023 by Owen Parry

Password Boss' services and applications are not affected by the Apache Log4j2 vulnerability (CVE-2021-44228) Background On 12/10/21, a high-severity security vulnerability in the Java-based log4j logging framework (CVE-2021-44228) was reported and began to be actively exploited on systems across the internet. This exploit, also known as "log4shell"

Change a team members role

Published August 29th, 2023 by Owen Parry

Roles in Password Boss determine a user account's permissions within your team. There are two roles in Password Boss - User and Admin. All users are added to the User role when their account is created.  By default, the user who creates your business account is added to the Admin role. Every business account needs at least one admin account who can

Adding customers

Published September 1st, 2023 by Owen Parry

Adding New Customers to Password Boss Each customer should be added as a separate Company or tenant in the Partner Portal Adding customers from your PSA If you have a PSA integration enabled, you can add the new company directly from your PSA for: ConnectWise Manage  Kaseya BMS  Autotask PSA     Log into the Partner Portal    From the Companies tab,

Datto Autotask PSA - Ticketing Integration Overview

Published August 29th, 2023 by Owen Parry

Overview AutoElevate’s integration with Autotask enables service providers to seamlessly track and control their client’s admin privileges in a simple and painless way. In one touch, the technician can expedite 30 minutes’ worth of work into only 30 seconds, including ticketing, documentation, time entry, and communication back to the client. Featur

I am an Emergency Contact. Now what?

Published August 29th, 2023 by Owen Parry

When you agree to act as an emergency contact for another Password Boss user, you will be able to request access to their Password Boss account in case of an emergency. The entire process is handled within the Password Boss application, so the emergency contact must maintain access to their own Password Boss account. When the emergency access invita

SSO with Entra AD

Published August 29th, 2023 by Owen Parry

Provision new users and sign onto AutoElevate with your Entra AD identity provider. Setup with a single click and a quick mapping of your Entra users/groups to AutoElevate roles. This mapping allows you to manage the roles of your AutoElevate users, which have access, right from Entra AD. Important notes about setting up SSO with Entra AD Only an AE

Logging in to Windows apps with Password Boss

Published August 29th, 2023 by Owen Parry

Only the Windows Desktop version supports logging into Windows-based Applications. This feature will soon be introduced to the WebApp version of Password Boss.      Enabling the Login to Windows app in Password Boss Logging into Windows applications is included in the Password Boss Windows Desktop application. This feature is disabled by default. To

Items you can save in Password Boss

Published August 29th, 2023 by Owen Parry

You can store your entire digital life in one secure location with Password Boss. Users typically see the most significant benefits from using Password Boss after they gather their digital records from all the other places they are stored now and keep them in one secure location in their Password Boss account.   Everything you save in Password Boss

Using DUO with AutoElevate

Published August 29th, 2023 by Owen Parry

DUO with Elevations AutoElevate and DUO can provide multi-factor authentication (MFA) and approval for elevation requests on Windows systems. Here are instructions for using these tools together to ensure secure access to elevated privileges without conflict: When installing AutoElevate, DUO is not required for elevations. With AutoElevate, the requ

Kaseya BMS

Published September 2nd, 2023 by Owen Parry

Overview The Password Boss integration with Kaseya BMS allows you to quickly provision customers with Password Boss and to update Kaseya billing contracts with up to date user counts from Password Boss. Functionality of the integration Password Boss to Kaseya Map companies in Password Boss to companies in Kaseya. Map Password Boss products to Kaseya

Adding users to your account

Published August 29th, 2023 by Owen Parry

Any user with the administrator role can invite new team members to join your Password Boss team.   How to add new users to your team Login to the portal  as an admin user on your team account.  From the left menu, click on Users.   Click + Create New User.   To add one user, fill in the user details and click Add User.   To add multiple users click

Importing passwords from Firefox

Published October 30th, 2024 by Owen Parry

Password Boss WebApp can import your passwords from Firefox. You will first need to export the passwords from the browser and then import them into Password Boss. Are you using the Password Boss Desktop application? You can skip the exporting part.  Exporting your passwords from Firefox Open Firefox, Click the menu icon near the address bar, and sel

N-able N-central Deployment Files and Setup

Published August 29th, 2023 by Owen Parry

The automation policy for N-central RMM will deploy AutoElevate to any scriptable agent, with parameter prompts for your AutoElevate License Key, Company Name, Company Initials, Location (logical group of machines, i.e., Atlanta, Dallas, Laptops, Desktops, or Lab Computers, etc.), and Agent Mode (Audit, Live, or Policy).  What the Automation Policy

Deploying using GPO

Published August 29th, 2023 by Owen Parry

Deploying Auto Elevate Using GPO (Microsoft KB) Can be used in conjunction with our Generic RMM Deployment using PowerShell commands script.

Managing your Master Password

Published August 29th, 2023 by Owen Parry

Desktop Changing your Master Password Your Master Password is the key to all the information in your Password Boss acco Your Master Password is the key to all your Password Boss account information. It is important that you never forget it and that you never share it with anyone.  Before changing your Master Password Before you change your Master Pa

Importing passwords from your browsers

Published August 29th, 2023 by Owen Parry

You can import passwords stored in your browser directly into Password Boss. Before clicking the Import button, we recommend you click the Update URL during the import box to update all imported password items with the website's actual login URL (instead of whatever is saved in the browser). Support to import directly from browser has limitations Ch

Linking a Password To A New Control™ Device

Published September 2nd, 2023 by Owen Parry

To link a password saved in your Password Boss account to a remote device follow these steps: Open a connection to the device in Control™ Navigate to the device login screen Click the + icon to open the Password Boss extension Click Link an existing password Click the saved password Click OK Go back to Control™ and click the + icon to open the PAssw

Using custom fields

Published August 29th, 2023 by Owen Parry

Password Boss offers the convenience of auto-filling custom fields on websites. This feature proves particularly useful in cases where a website demands additional information besides the standard username and password for login purposes, such as an ID, company name, or member number. Custom fields allow you to save extra details to your items, such

Changing your Master Password

Published August 29th, 2023 by Owen Parry

Your Master Password is the key to all your Password Boss account information. It is important that you never forget it and that you never share it with anyone.  Before changing your Master Password Before you change your Master Password, we recommend that you ensure each device is up to date with your recent changes. When changing your Master Passw

SyncroMSP PSA - Integration Setup Preferences

Published August 29th, 2023 by Owen Parry

Please follow the instructions below to send us your integration preferences. Once your preferences have been received, we will continue with the following steps:  Setup of the configuration between AutoElevate and SyncroMSP   Linking of users, companies, and computers    Testing of the system    Adjust Ticket Settings In SyncroMSP Please make sure

Autotask PSA

Published September 2nd, 2023 by Owen Parry

Overview The Password Boss integration with Autotask PSA allows you to quickly provision customers with Password Boss and to update Autotask billing contracts with up to date user counts from Password Boss. Functionality of the integration Password Boss to Autotask Map companies in Password Boss to companies in Autotask. Map Password Boss products t

Lost your Master Password

Published August 29th, 2023 by Owen Parry

Password Boss does not store a copy of your Master Password, and we do not have the ability to reset it. Forgetting your Master Password typically means that your account must be reset, and you need to start over. If you are a Password Boss WebApp user with a recovery PDF or have an Android device on your account, you may be able to change your Mast

Elevation Types

Published August 29th, 2023 by Owen Parry

AutoElevate utilizes three different methods of Elevation in Windows: Admin, User, and System elevation.  The elevation type affects the context of what each application has or doesn’t have access to. This includes things like:  Mapped/network drives Network resources File shares Cached settings User desktops Application customizations Personal sett

Advanced Elevation Rules: File & Publisher Certificate Identification Criteria

Published August 29th, 2023 by Owen Parry

When Elevation Rules are created as part of a Real-Time Privilege Request (from either the AutoElevate Notify mobile app or from the Admin Portal), the identification criteria used is always the file's MD5 hash . Advanced Rules can be developed by selecting additional File and Publisher Certificate Identification Criteria when editing an existing MD

CLSID Support

Published August 29th, 2023 by Owen Parry

Starting with Agent 1.8.0.0, CLSID UAC prompts are detected and handled by AutoElevate. In previous agent versions, if a UAC dialog (User Account Control) were generated (which referenced the source as being a CLSID), then the AutoElevate agent would ignore the request and allow the UAC to come up.   What is CLSID? A CLSID is a com object reference.

Importing passwords from other password managers

Published August 29th, 2023 by Owen Parry

You can import passwords and data stored in other password managers directly into Password Boss. Some password managers make it easier than others to take your data between applications, and there are some limitations from different applications on what you can export.  You can also import passwords using the Password Boss CSV templates.   Importing

Sharing items with team members

Published August 29th, 2023 by Owen Parry

When you share items using Password Boss, you can choose recipients from the list of users on your team or from the list of groups your admin has created.   Selecting users and groups from your team as share recipients PC. Mac & WebApp Create or edit a new share and select the items you want to share.  In the Recipient field, select from your te

Adding Exclusions to AutoTask

Published September 1st, 2023 by Owen Parry

Overview The following table lists URLs and scope settings to use as a starting point for disabling Password Boss on the AutoTask site. You may need to adjust these settings based on AutoTask changes or your account setup. URL Scope autotask.net/Mvc/Framework/Authentication.mvc/Authenticate/ Not this page, but all subpages autotask.net/contracts/ Th

💡WebApp Feedback

Published October 4th, 2024 by Owen Parry

Deploying the Chrome browser extension with Group Policy

Published August 29th, 2023 by Owen Parry

If your network uses Active Directory Group Policies, you can quickly deploy the Password Boss browser button for Chrome to all your users.   Chrome prerequisite Download the Chrome ADM/ADMX Templates from Google. Then, follow the instructions to deploy the browser extension using Group Policy.   Windows Prerequisite Create the Central Store for Man

Unlinking a Password From Control™

Published September 2nd, 2023 by Owen Parry

Passwords in Password Boss are linked to the Control™ device ID. If you uninstall and then reinstall the Control™ client from a device this will generate a new device ID in Control™, and you will need to re-link the device to the password in Password Boss. Open the saved password in Password Boss When a saved password is linked to a Control™ session

Backup all business profile items

Published August 29th, 2023 by Owen Parry

Policy Description This policy creates a centralized backup of all items stored in the business profile on all users’ accounts. This policy works best when used with the Force business items into business profile policy. The policy serves many purposes, including: Making a backup of all business data  Preventing the loss of data when team members le

2-Factor Authentication

Published August 29th, 2023 by Owen Parry

Policy Description The 2-factor Authentication (2FA) policy allows administrators to require that their users enable 2FA to login to their Password Boss account. Users will be prompted to enable 2FA when they log into Password Boss or when their accounts are synchronized when this policy is enabled.  There is a built-in grace period of 3 prompts ove

ConnectWise Automate (Labtech) Setup Files

Published August 29th, 2023 by Owen Parry

Downloading and installing ConnectWise Automate (Labtech) Setup Files AutoElevate INSTALL 2024.xml - this script downloads the MSI and sets the company name, location, and license key as variables Before running the script, save your AE license key in the company/info tab in Automate. This script initiates a silent installation of the Agent in Audit

Disable Sharing

Published September 1st, 2023 by Owen Parry

Policy Description The disable sharing policy allows an administrator to block users from creating new shares. This policy does not cancel or delete any existing shares that exist when the policy is enabled. Settings The default value is DISABLED When this policy is ENABLED, users will not be able to create new shares. Any existing shares will not b

Roles and permissions for recipients of shared items

Published August 29th, 2023 by Owen Parry

Recipients of shared items, either folder(s) or individual items, can have three possible permissions. This article explains each of the permissions. Editor Most powerful permission  Users can see all fields and change all fields.  Users can add new items to the share.  All changes by an editor are sent to all recipients directly. Changes do not nee

Deploying Password Boss Business for your entire team

Published August 29th, 2023 by Owen Parry

Installing the Windows app Password Boss has an installer for Windows that can be run silently from another elevated process. This allows rapid installation of the Password Boss app to team members. The Password Boss installer can be run remotely using an existing software deployment mechanism. This allows admins to install the Password Boss desktop

Online backups and device sync

Published August 29th, 2023 by Owen Parry

Policy Description This policy allows you to enable online backups for all users at a company. When this policy is enabled, users will not be able to disable backups in the Password Boss app.  With online backups enabled, the user’s data will synchronize automatically on all devices. Our Recommendation is to Enable this Policy     Settings The defau

Datto Web Remote

Published September 2nd, 2023 by Owen Parry

The Password Boss integration with Datto RMM allows you to log in to remote Datto servers and workstations using Web Remote with passwords stored in your Password Boss account. Quick Details Works with password type: ServerHow are passwords entered: Copy/PasteRequires Password Boss version 5.5.4963 or later and the Chrome extensions version 5.5.4963

Overview

Published September 1st, 2023 by Owen Parry

Sharing items in Password Boss It’s easy to share any item in Password Boss with anyone else.  You can securely  It’s easy to share any item in Password Boss with anyone else. You can securely share one item, several items, or an entire folder of items. If the recipient does not have a Password Boss account, we will help them create one. If your Pas

Removal of the "Number of Rules" column from the Events grid

Published August 29th, 2023 by Owen Parry

The "Number of Rules" column was removed from the Events data grid You may have been using the “Number of Rules” column on the Events page of the Admin Portal to identify UAC events that weren’t “covered” by a Rule (i.e., the metric was “0”, meaning there were no rules defined for that event). This column was removed with the addition of the new “Ad

Backup All Business Profile Items

Published September 1st, 2023 by Owen Parry

Policy Description Tip This policy works best when used with the Force business items into team profile policy   This policy creates a centralized backup of all items stored in the business profile on all users’ accounts. The policy serves many purposes including: Making a backup of all data in all user's business profile. Preventing the loss of dat

Datto Autotask PSA - Permissions for API User Security Level

Published August 29th, 2023 by Owen Parry

Permissions needed by Section. If a section is not mentioned here, it can be set to No Permission. CRM Account & Contact Access Customer & Cancelation All   Object Permissions Configuration Items & Subscriptions View = All   Service Desk Object Permissions Tickets View = All   Add = Yes   Edit = Yes   Time Entry Permissions Can modify No

Installing the browser buttons

Published August 29th, 2023 by Owen Parry

Connecting Password Boss to your browser just takes a minute. When the browser button is installed you will be able to automatically login to webs site and fill in forms on online. How browser buttons work After successfully loading our browser button into your browser, you’ll see the Password Boss owl appear in the fields on web pages. If the owls

RepairShopr PSA Integration Setup Preferences

Published August 29th, 2023 by Owen Parry

Once AutoElevate is successfully communicating with the RepairShopr API, and once your preferences have been received, we will continue with the following steps:   Setup of the configuration between AutoElevate and RepairShopr   Linking of users, companies and computers     Testing of the system     Make sure you send in your Integration Setup Docum

SyncroMSP - Deployment Script

Published August 29th, 2023 by Owen Parry

To deploy agents from your SyncroMSP interface, please do the following:  Go to More   Then Scripts    Then go to Community Script Library   Search for AutoElevate. The name of the installation script is: AutoElevate Deployment (Official)  Import the script. Add your AutoElevate license key to the script, replacing the text that says __LICENSE_KEY_H

Creating Shares

Published September 1st, 2023 by Owen Parry

How to share items You can create a new share of items in the WebApp, Desktop, iOS, or Android version of Password Boss Web App Creating a Share in Web App  Login to Password Boss web ap at https://app.passwordboss.com Click on the Share icon.  Click on the Add Share button.  Choose Personal or Business Profile.  Select the secure item(s) or folder(

Master Password Change

Published September 1st, 2023 by Owen Parry

Policy Description All users set their own Master Password when their account is created. Each Master Password must meet the same complexity requirements to provide a base level of security. You can further enhance the security of your team's accounts by requiring the team members to change their Master Password at regular intervals. Settings The de

Removing a user from your account

Published August 29th, 2023 by Owen Parry

You have two options if you need to remove a user from your account. You can either delete the user and all their saved data, or you can convert their account into an individual one that is no longer linked to your team account. If you delete the user, all their data will be immediately removed from the Password Boss system. However, suppose you dec

Removing Elevation or Blocking Rules

Published August 29th, 2023 by Owen Parry

Removing Rules To remove Elevation or Blocking rules, do the following: Login to the Web Admin Portal at https://msp.autoelevate.com using your email address and AutoElevate password.  In the left-hand column click the Rules (Elevation or Blocking) you wish to manage  On the rules grid click the arrow next to the Company/Location/Computer where the

Disable Password Boss data exports

Published August 29th, 2023 by Owen Parry

Policy Description When enabled only administrators for your team are able to use the export functionality in Password Boss to export data from the Windows or Mac clients. You cannot export data from a mobile phone.    Settings The default value is OFF   When this policy is ON, only administrators can use the export functionality.   When this policy

Troubleshooting: Local Diagnostic Mode

Published August 29th, 2023 by Owen Parry

Local Diagnostic Mode for an agent can be set by changing or adding a new REG_DWORD value to the HKEY_LOCAL_MACHINE\SOFTWARE\AutoElevate registry key, you will need to run Regedit as Admin to do this. HKEY_LOCAL_MACHINE\SOFTWARE\AutoElevate   Change or Add LocalDiagnosticLoggingEnabled to 1 for ON and 0 for OFF (or remove it for off) Once this has b

Copying Elevation or Blocking Rules

Published August 29th, 2023 by Owen Parry

Copying Elevation or Blocking Rules To copy rules from one Computer/Location/Company/Globally to another, please do the following: Login to the Web Admin Portal at https://msp.autoelevate.com using your email address and AutoElevate password. In the left-hand column, click the Rules (Elevation or Blocking) you wish to manage.  On the rules grid, cli

Help Videos ⭐

Published August 29th, 2023 by Owen Parry

Getting Started Useful Links Quick Start Guide Saving new passwords Logging into websites  

Zendesk PSA - Setup Preferences

Published August 29th, 2023 by Owen Parry

Once the API token has been set up and AutoElevate is successfully communicating with your Zendesk PSA server, and once your preferences have been received, we will continue with the following steps: Setup of the configuration between AutoElevate and Zendesk  Linking of users and companies  Testing of the system   Make sure you send in your Integrat

Change your team's profile name

Published August 29th, 2023 by Owen Parry

Each user has a personal profile and a team profile in the Password Boss app, where they can store items.  The team profile name is set when your account was originally created. If you want to change the profile name for the team profile, an admin for your account can make this change from the Password Boss portal. Changing the team profile name Log

Disable sharing

Published August 29th, 2023 by Owen Parry

Policy Description The disable sharing policy allows an administrator to block users from creating new shares. This policy does not cancel or delete any existing shares when the policy is enabled.   Settings The default value is OFF   When this policy is ON, users cannot create new shares.  Any existing shares will not be affected.  When this policy

Password Boss for Windows

Published August 29th, 2023 by Owen Parry

The Password Boss app for Windows gives you access to all your saved passwords and notes in your account.   Downloading and installing Password Boss The most recent version of Password Boss is always available from the Password Boss website. The Password Boss app for Windows is compatible with Windows 10 and later. To download: Visit the passwordbos

New customer deployment checklist

Published September 1st, 2023 by Owen Parry

Step 1 – Create a New Company Create a new company in the Password Boss Partner Portal using a unique email address and password using the Adding Customers Guide.   Step 2 – Check Connectivity Users will need access to the Password Boss app and portal resources. Address Port api.passwordboss.com 443 app-updates.passwordboss.com 443 app-updates2.pass

Portal accounts are different from Password Boss app accounts

Published August 29th, 2023 by Owen Parry

Overview When you create an account in the Password Boss app, this account and password is used to store all of your passwords, digital notes, and other items in the Password Boss app. When you create your app account, your Master Password is not sent to the Password Boss servers. Your Master Password is not saved or stored anywhere. Your portal acc

Sentinel One Exclusions for Password Boss

Published September 1st, 2023 by Owen Parry

Application Exclusions with Sentinel One Path Exclusion is a feature in SentinelOne that allows an administrator to suppress false positive events originating from specific files and processes. It also enables an administrator to exclude a path or file from monitoring where there are any interoperability issues. The exclusion also applies to process

Change where your backups are stored

Published August 29th, 2023 by Owen Parry

Password Boss allows users, to choose where their backup data is stored. By default backups are generally stored in the data center that is closest to your location when your account is created.  You can change this location at any time. Password Boss Business admins can  specify the location for all members of their team. Changing where your backup

Supported Browsers

Published September 2nd, 2023 by Owen Parry

Supported browsers  Password Boss has been tested to work with the latest version of these browsers:  Password Boss has been tested to work with the latest version of these browsers: Windows Chrome Firefox Safari Vivaldi (Chromium Based) Brave (Chromium Based)  Edge (Chromium Based) Mac Chrome Firefox Safari Vivaldi (Chromium Based) Brave (Chromium

Creating a service account to run the Active Directory Connector

Published August 29th, 2023 by Owen Parry

The service account that will run the Active Directory Connector will need admin privileges on the server where the connector is installed. If the Active Directory Connector is installed on a domain controller the service account must be a member of the Domain Admins group If the Active directory Connector is installed on a member server the service

Deleting users

Published September 1st, 2023 by Owen Parry

  Deleting users is permanent, it cannot be un-done Before deleting user accounts in Password Boss make sure there are no passwords or saved items in the user's accounts that you or the customer needs. Once an account is deleted it cannot be recovered.  If you are unsure if the account can be deleted, disable the account instead to block access to t

Transferring primary user account ⭐

Published September 1st, 2023 by Owen Parry

The Primary user account role Each company has a primary user account associated with the company in Password Boss.  The primary user account is identified in the list of users for a company with an orange star next to their name. (example below):   You cannot delete the user with the primary user account role. You must transfer the role to another

Active Directory Connector

Published September 2nd, 2023 by Owen Parry

Overview The Password Boss Active Directory Connector makes it easy for companies who use Microsoft Active Directory to create and manage accounts in Password Boss. The Active Directory will be continuously monitored for new and updated users, and those changes will instantly create and update user accounts in Password Boss. The Active Directory Con

Active Directory Connector for Password Boss

Published August 29th, 2023 by Owen Parry

To connect the Active Directory Connector to your Password Boss account, you will need the following: System Requirements  Windows Server 2012 R2 SP1 or later. .NET Framework 4.6.1 or later RAM: 512MB Disk space: 100MB Outbound TCP Port 443 from the server running the Active Directory Connector to api.passwordboss.com Service Account You will need t

Enabling Browser Based Notifications For Technicians

Published August 29th, 2023 by Owen Parry

Your Technicians can receive notifications of user privilege requests on their computer by enabling browser-based notifications for the Admin Portal.   Notifications from the browser service can also be configured to appear in the Windows 10 notification area so that you won’t need to keep your Admin portal open but would only need to have a browser

Importing passwords from Chrome and Chromium Based Browsers

Published August 29th, 2023 by Owen Parry

Password Boss can import your passwords from Chrome (and other Chromium-based browsers like Edge, Brave, Vivaldi, and others). You will first need to export the passwords from the browser and then import them into Password Boss.  Exporting your passwords from Chrome/Chromium-based browsers Chrome Open Chrome. and Click the menu icon Near the address

ConnectWise® Control™ Integration

Published September 2nd, 2023 by Owen Parry

The Password Boss extension for ConnectWise® Control™ is a powerful tool that allows you to seamlessly log in to remote systems with the passwords stored in your Password Boss account. Highlights One-click login to remote systems. Once linked, passwords display instantly, no wasted time searching for passwords Link any Control™ device to one or many

Requesting Emergency Access

Published August 29th, 2023 by Owen Parry

Once you have accepted an emergency access invitation from another Password Boss user, the request process is very easy.   How to request emergency access Desktop Open Password Boss. From the left menu, choose Emergency. Click the People Who Trust Me tab. Click the Request Access button for the account you want to request access to. The person who c

AutoElevate Admin Portal Changelog

Published August 29th, 2023 by Owen Parry

2024-11-12 Bug Fixes Fixes issue causing the “30 Day Results” > “Rules Applied“ and “30 Day Results” > “Rules Missed (in Audit Mode)“ dashboard metrics to be incorrect. 2024-10-30 Refinements Settings Grid: Ability to customize the subject on an email or ticket integration. See the “Ticketing” > “PSA Integration” > “Subject Content Templ

Troubleshooting: Computers Not Appearing in Admin Portal After Install

Published August 29th, 2023 by Owen Parry

This document is designed to help walk you through some diagnostic and troubleshooting steps if you have successfully installed the AutoElevate agent on a computer (via manual installation or script), but don't see a record of it in the Computers screen of the Admin Portal.  Basic things to check for Did you refresh the data on the Computers screen

Saving items in Password Boss

Published August 29th, 2023 by Owen Parry

There are numerous different types of items that you can save in Password Boss. In addition to website passwords, you can save your Wi-Fi password, insurance information, and membership cards. How to save items in password Boss Desktop Open Password Boss.  Click on the orange circle to save new items.  Select what type of item you want to add.  Give

Customizing your settings

Published August 29th, 2023 by Owen Parry

Password Boss allows you to customize many of the app's features. However, all settings are not available on all devices and may require a paid subscription to access them.   Accessing Settings Desktop Click on the gear icon to open Settings. The Settings are arranged on multiple tabs.     iOS Tap the More  button.  Tap the Settings button.     Andr

Requiring all users to change their Master Password

Published August 29th, 2023 by Owen Parry

Policy Description All users set their own Master Password when their account is created.  Each Master Password must meet the same complexity requirements to provide a base level of security.  You can further enhance the security of your team's accounts by requiring the team members to change their Master Password at regular intervals. Settings The

ConnectWise Automate - Setup & Deployment

Published August 29th, 2023 by Owen Parry

Overview With these instructions, you can set up your CW Automate server to easily deploy and license your client machines with the AutoElevate agents. The Installation script will deploy the agent on the client machine into the LTSvc -> packages -> AutoElevate folder, silently install the MSI, and start the AutoElevateAgent service without in

How to disable ConnectWise Access Management (CAM)

Published August 29th, 2023 by Owen Parry

ConnectWise recently enabled an extension in control called “ConnectWise Access Management (CAM)”. This extension can interfere with your AutoElevate application. If you are experiencing issues due to the CAM extension, please verify that the extension is installed on your Control admin portal.  Log in to your Control admin portal  Click on the admi

Deleting users - AD connector

Published September 1st, 2023 by Owen Parry

  Removing Users via Active Directory Connector The Active Directory Connector uses an AD Global Security Group to determine which users to synchronize to Password Boss. The best practice is to create a new security group in your AD and place all of your Password Boss users in the group. This method makes it easy to administer which users are sent t

Adding Users to Password Boss Family Plan

Published August 29th, 2023 by Owen Parry

Password Boss family plan users can add four family members to their Password Boss account via our Portal.  Sign in to the Password Boss portal at https://portal.passwordboss.com/    Login using your email address and Master Password  Scroll to the bottom of the page and select Add User      Fill in the First Name, Last Name, and Email Address field

Setting up Emergency Access

Published August 29th, 2023 by Owen Parry

Setting up Emergency Access is a 2-step process. The first step is inviting a person to be an emergency contact for you. The second step is when your emergency contact requests access to the items you have made available to them.   Note: If your emergency contact has no Password Boss account, we will help them make one. You can have one of many diff

AutoElevate Notify App for Mobile Devices

Published August 29th, 2023 by Owen Parry

Use the AutoElevate Notify App to review and approve elevation requests, create new rules, and utilize the admin login feature.  Android Install here from the Google Play store     iPhone Install here from the Apple App Store  

Organizing items with folders

Published August 29th, 2023 by Owen Parry

Organizing the items you save in Password Boss becomes easy when you use folders. You can create new folders, change their names, move items into them, and change their parent folders. However, it's important to note that when you delete a folder, all its items will also get deleted. So, be careful when you delete a folder.   Making folders Desktop

Changing the email address on your account

Published August 29th, 2023 by Owen Parry

Changing the email address on your Password Boss account involves creating a new Password Boss account with the new email address and then importing your existing data from your Password Boss account into the new account. The export process needs to be done using the Windows version of Password Boss.   Moving your saved items to your new account Bac

ConnectWise Manage

Published September 2nd, 2023 by Owen Parry

Integrate Password Boss with ConnectWise Manage to synchronize Companies and to update billing Agreements in ConnectWise. Overview The Password Boss integration with ConnectWise allows you to quickly provision customers with Password Boss and to update ConnectWise billing agreements with up to date user counts from Password Boss. Functionality of th

Adding your team to Password Boss

Published September 1st, 2023 by Owen Parry

Creating new user accounts Make sure users have valid email addresses first Prior to adding users to Password Boss each user needs a valid email address to receive their temporary password. If a user is set up in Password Boss without a valid email address our mail system will block any future email to the recipient until their email address is manu

Client On-Boarding Guide

Published August 29th, 2023 by Owen Parry

Deploy AutoElevate System Agents. (see System Agent Installation).  Evaluate and adjust the environment - Use the “Audit Guide” to evaluate the current security disposition of the computer environment and tighten privilege related security settings. Review UAC Settings. Turn UAC on and set the UAC User and Admin levels to 3, 4, or the desired level.

Adding users - AD connector

Published September 1st, 2023 by Owen Parry

Adding Users via Active Directory Connector The Active Directory Connector uses an AD Global Security Group to determine which users to synchronize to Password Boss. The best practice is to create a new security group in your AD and place all of your Password Boss users in the group. This method makes it easy to administer which users are sent to Pa

Adding items to a share

Published August 29th, 2023 by Owen Parry

If you have received a share from someone, you can add items to the share with the Editor's permission. Before you can add an item to a share, it must be saved in your account. When you add an item to a share, you are transferring ownership of the item to the share owner.  Important Info on adding items to a share Items have to be saved to your acco

Choose Location for Online Backups

Published September 1st, 2023 by Owen Parry

Policy Description When online backups are enabled user data is stored in one of many data centers around the world. By default users data is generally located in a location that is closest to the user's location when each user creates their account. For example, users in the US will have their data stored in a US data center, and users in the EU wi

Restrict Business Profile Items From Emergency Access

Published September 2nd, 2023 by Owen Parry

Policy Description* Password Boss is designed with two profiles for each user – one for business items and one for personal items. We recognize that users will save personal information and passwords in their Password Boss account, which is why we created a separate storage location for the personal items. This policy is intended to work knowing tha

Password Boss Portal

Published August 29th, 2023 by Owen Parry

The Password Boss Portal is where you manage your account, manage the devices on your account and see your subscription. When you log in to the Portal, use the same email address as your Password Boss app account. If you forget your Master Password, the Portal is also where you go to recover your account. Your Master Password and Portal Password are

Restrict portal access

Published August 29th, 2023 by Owen Parry

Policy Description By default, all users with a Password Boss account can also login to the Password Boss Portal.  For users who are not admins, the portal allows them to manage their devices, update their personal information, and delete their account.   Settings The default value is OFF   When this policy is turned ON, regular users, non-admin use

Logging into Password Boss

Published August 29th, 2023 by Owen Parry

Password Boss provides users with various ways to log in to their accounts. To log in from desktop devices, you must provide your Username and Master Password. On the other hand, for mobile devices, you can use the built-in security features available on your device's platform. If you enable 2-step Verification on your account, it will be enabled on

Email Examples to End User

Published August 29th, 2023 by Owen Parry

The attached documents have sample wording that can be used as the basis for email communication to your end users explaining changes they may experience with AutoElevate in place. Change the highlighted sections, graphics, and wording to make it your own.  EndUserNotification.docx - template for an email to end users explaining how the system works

Force business items into business profile

Published August 29th, 2023 by Owen Parry

Policy Description Each Password Boss Business user has two profiles in their account.  A profile is a  grouping of items like passwords or digital notes. One of the profiles has the business name on it and is for business items. The 2nd profile is named Personal and is for each user's personal items. This policy enables an administrator to force al

Integrate ConnectWise with Password Boss

Published September 2nd, 2023 by Owen Parry

Enter API Credentials API User Creation Refer back to Create an API Account in ConnectWise if you have not already set up an API user for your ConnectWise Manage instance.   In the Password Boss Partner Portal navigate to Integrations > Available Integrations. Click the tile for ConnectWise Manage and enter the following information ConnectWise M

Integrate Autotask with Password Boss

Published September 2nd, 2023 by Owen Parry

Enter API Credentials API Tracking Identifier Creation Refer back to Create an API account in Autotask if you have not already set up an API account in Autotask.   In the Password Boss Partner Portal navigate to Integrations > Available Integrations. Click the tile for Autotask PSA and enter the following information Username - the API username y

Force Business Items Into Business Profile

Published September 1st, 2023 by Owen Parry

Policy Description Each Password Boss Business user has two profiles in their account, one for personal items and one for business items. The team profile is identified by the Business Name and the Business Logo in the client app. This policy enables an administrator to force all business items into the business profile. Business items are determine

Firewall Whitelisting

Published August 29th, 2023 by Owen Parry

AutoElevate utilizes various web services to provide the best performance and uptime possible. Below are listed the different services, their hostnames, and IP range resolvers so you can properly whitelist our services to prevent access failures. The agents, mobile apps, and admin portal services could use any different combination of any of the fol

TeamViewer

Published September 2nd, 2023 by Owen Parry

The Password Boss integration with TeamViewer allows you to: Login to a remote device using a static TeamViewer password. Login to a remote device using Windows credentials. QuickDetails Supported version: TeamViewer version 15.16 and later. Logging into servers or workstations requires that you use Server passwords. Supported in version 5.5.4873 an

Groups

Published September 1st, 2023 by Owen Parry

Overview Groups are used for sharing items in the Password Boss app and are designed to make it easy to manage recipients of shared items. Once groups are created on the portal, users can use the groups to share items in the Password Boss app. Groups can be created in the portal or synced from Active Directory. The Managed By column on the Groups ta

Deleting customers

Published September 1st, 2023 by Owen Parry

Deleting customers from Password Boss Partner Portal Users must be deleted first Before a company can be deleted from the Partner Portal, all user accounts, except for the user with the orange star next to their name, must be deleted first. This is a safeguard to prevent the accidental deletion of companies.     Log in to the Partner Portal   Click

Splashtop

Published September 2nd, 2023 by Owen Parry

The Password Boss integration with Splashtop allows you login to both the local client for Splashtop Business as well as logging into remote servers or workstations with credentials stored in Password Boss. Quick Details Supported version: Splashtop Business Logging into servers requires that you use Server passwords. Logging into the local Splashto

Disable Emergency Access

Published September 1st, 2023 by Owen Parry

Policy Description This policy allows administrators to block users from creating any new emergency access invitations or contacts. This policy does not cancel or delete any existing emergency access invitations or contacts that exist when the policy is enabled. Settings The default value is DISABLED   When this policy is ENABLED, users will not be

2-Factor Authentication

Published September 1st, 2023 by Owen Parry

Policy Description The 2-Factor Authentication (2FA) policy allows administrators to require that users enable 2FA to log in to their Password Boss account. When this policy is enabled users will be prompted to enable 2FA when they log in to Password Boss or when their accounts are synchronized. There is a built-in grace period of 3 prompts over 3 d

Restrict Sharing to Specific Recipients

Published September 1st, 2023 by Owen Parry

Policy Description Restricting sharing to specific recipients gives the administrator the ability to limit the recipients that the users at a customer can share items with in Password Boss. When this policy is enabled, users will only be able to share items with recipients whose email address matches the list of domains entered in the policy. The li

Remove Business Profile Items When Users are Removed

Published September 1st, 2023 by Owen Parry

Policy Description All Password Boss Business users have separate profiles in their accounts. One of the profiles is for the business items and one is for personal items. This policy allows an administrator to remove the business profile and any items stored in the profile when a user is removed from the team. Important There is an important distinc

Deleting shared items

Published August 29th, 2023 by Owen Parry

Canceling or revoking a shared item will delete the shared item from the recipients you shared the item with.   Note: When you delete or revoke a shared item, the item is not deleted from your account. The item is only removed from the recipient's account.     How to delete shares   WebApp Open Password Boss. From the left menu, choose Share Center

Logging Into Remote Systems

Published September 2nd, 2023 by Owen Parry

To log in to the remote system you first need to bring up the login page on the remote system. After the login page is visible Password Boss can pass the username and password to the remote system. Open a session to the device in Control™ From the Gear icon click Send Ctrl-Alt-Del Navigate to the login page Click the Helper + to bring up the Passwor

How to use Autofill in Android

Published August 29th, 2023 by Owen Parry

Password Boss can log you into Android apps and websites in Chrome using the Autofill function if your device is using Android 8 (Oreo) and later.  If your device is not on an Android 8 or greater, you can still use the Accessibility option to log in to apps and websites.  Autofill is the newest option from Google for logging into apps and sites, an

Sync Rules

Published September 2nd, 2023 by Owen Parry

Sync Rules Sync Rules determine how changes made in AD are reflected in Password Boss. The Sync rules are configured from the Password Boss Portal by editing your Active Directory Connector. The same sync rules are available for the Active Directory Connector and the Azure Active Directory Connector.   When a new user account is synced from Active D

Password Boss Partner Trial - QuickStart

Published September 1st, 2023 by Owen Parry

Welcome to Password Boss! This guide will help you explore Password Boss and try out the core features. This guide will show you some of the best features of Password Boss. Our goal is not to do a deep dive into everything Password Boss can do but rather to get you familiar with the app and its features and show you how your business can benefit fro

Keys to the Kingdom - Brandable End User Facing Sales Collateral Sample

Published August 29th, 2023 by Owen Parry

Download and customize the "Keys to the Kingdom" article below with your branded service name & logo and start explaining to your existing managed service clients the importance of restricting Admin Privileges.  Are You Giving Away the Keys to the Kingdom.docx

Creating custom views

Published August 29th, 2023 by Owen Parry

Custom views work with tags, allowing you to create filtered views of your saved items in Password Boss. Custom views are available for Windows and Mac. Creating a custom view Desktop Click Settings->Custom Views.   Click Add.   Add a name for the view. From the list of available tags in the left column, select the tags to include in the custom v

What is an Identity?

Published August 29th, 2023 by Owen Parry

An identity is a way to group together your personal information stored in Password Boss to allow you to quickly fill in forms on websites. An Identity can include your Name, Address, Phone, Email Address, Company Name and Credit Card. You can make as many identities as you need.  Common uses are to make one Identity with your personal information a

Tips for using tags to organize your saved items

Published August 29th, 2023 by Owen Parry

Tags give you the ability to organize your passwords, digital notes, and other items you store in Password Boss in any way that meets your needs. To get the greatest benefit from tags it is a good idea to spend a few minutes to create a plan for how you are going to use tags so you will be able to easily find your saved items.  Use a naming conventi

Change the Image in your Identity

Published August 29th, 2023 by Owen Parry

To change the image shown in your Identity: Desktop Open Password Boss.  Click Identities from the left menu.  Double-click the identity you want to change.  Click the change Image button.   Select an image.  Click Save when you are done.     Web App Log in to Password Boss Web App.    Click Identities from the left menu then edit the identity you w

Organization Backups

Published September 1st, 2023 by Owen Parry

Overview A separate backup of the items saved in the business profile of a user account can be created via the  Back up all business profile items policy  for disaster recovery purposes. For example, an employee is terminated and does not provide the password to their account, this backup can give you access to the items in their business profile. T

Working With the Partner Portal

Published September 1st, 2023 by Owen Parry

Accessing the Partner Portal Visit  https://partner.passwordboss.com  to access the Partner Portal, where you will manage all of your users & clients. Learn how to add your team members to the partner portal: Adding your team to Password Boss. Learn how to manage who has access to the Partner Portal: Manage Partner Portal access. The Password Bo

Disabling Password Boss on Websites

Published September 1st, 2023 by Owen Parry

Disabling Overview Password Boss works by scanning web pages looking for fields on the web pages to enter usernames, passwords, contact information, and payment details. There may be pages you may not want Password Boss to interact with. When Password Boss is disabled on the page or a site, you will no longer see the owls in the fields, and Password

User - Lost Master Password

Published September 1st, 2023 by Owen Parry

Password Boss does not store a copy of your Master Password, nor do we have the ability to reset it. A forgotten Master Password typically means that your account has to be reset, and you need to start over. Users on our WebApp version of Password Boss can change their Master Password without losing any data if they keep the Account Recovery PDF. Wi

Creating a Password Boss portal account

Published August 29th, 2023 by Owen Parry

Portal Overview The Password Boss portal allows you to manage your personal Password Boss account. Password Boss Business administrators can use the portal to manage all aspects of their business account. Info: Your portal password is a different password from your Password Boss application password. We recommend using different passwords for your p

ConnectWise Manage - Permissions for API Member Security Role

Published August 29th, 2023 by Owen Parry

Permissions by Security Module Module Action Add Level Edit Level Inquire Level Companies Company Maintenance     All Companies Configurations (* See Below)     All Finance Billing View Time   All († See Below) All Service Desk Close Service Tickets   All († See Below) All († See Below) Service Desk Resource Scheduling (* See Below) All All All Serv

ConnectWise Manage login with Password Boss

Published September 1st, 2023 by Owen Parry

Logging in to ConnectWise Manage with Password Boss Password Boss can be used to login to the native, thick client, for ConnectWise Manage. All that is needed is that you: Enable the windows App Login feature Create custom fields on your saved ConnectWise Manage password. You can read more about the custom fields feature that helps you save auto-fil

Disable Exports

Published September 1st, 2023 by Owen Parry

Policy Description This policy limits what non-admins can export out of their Password Boss accounts. When this policy is enabled, non-admin users will not be able to export anything, or they will be able to export just the contents of their personal profile. Settings The default value is DISABLED   When this policy is ENABLED non-admin users will b

How to make an Identity

Published August 29th, 2023 by Owen Parry

An Identity in Password Boss is a grouping of items like addresses, phone numbers, and credit cards that can be used together to make website form filling and online checkout fast and easy. Before creating an identity, make sure you create the identity items that will make up the identity, like Your name, Phone NUmber, email addresses, etc. Create t

Permissions

Published September 1st, 2023 by Owen Parry

See /115001140851-Roles-and-permissions-for-recipients-of-shared-items

Apache Log4j2 vulnerability (CVE-2021-44228)

Published August 29th, 2023 by Owen Parry

AutoElevate's services and applications are NOT affected by the Apache Log4j2 vulnerability (CVE-2021-44228).   Background In 2021, a high-severity security vulnerability in the Java-based log4j logging framework (CVE-2021-44228) was reported and began to be actively exploited on systems across the internet. This exploit, also known as "log4shell" o

Datto RMM

Published September 1st, 2023 by Owen Parry

Importing the Datto Scripts into the Component Store Log into your Datto instance From the component menu select all components Click on import component Click Choose File Browse to and select the Datto-Password-Boss-Preinstaller – Get the Preinstaller here Click Upload Click Save Click on import component Click Choose File Browse to and select the

Adding Items to Shares

Published September 1st, 2023 by Owen Parry

If you have received a share from someone, you can add items to the share with the Editor's permission.    

Managing Items You Have Shared

Published August 29th, 2023 by Owen Parry

After sharing an item with others, you can change the share by adding items, deleting items, or changing the recipients. After you change shared items, the changes are automatically sent to all recipients.   How to update shared items Folder Shares - You can update the contents of a shared folder by adding or removing items to the shared folder.  To

Active Directory Connector overview

Published August 29th, 2023 by Owen Parry

The Password Boss Active Directory Connector makes it easy for companies who use Microsoft Active Directory to create and manage accounts for your users in Password Boss. Your Active Directory will be continuously monitored for new and updated users and tose changes will instantly create and update user accounts in Password Boss. The Active Director

SyncroMSP PSA - Token API Permissions

Published August 29th, 2023 by Owen Parry

Token API Permissions Please make sure the following permissions are enabled before you click Create API Token: Assets - View Details Assets - List/Search Customers - List/Search Tickets - List/Search Tickets - Create Tickets - Edit Ticket Timers - Overview, towards the very bottom of the list Once you have set the correct permissions in your Syncro

Understanding profiles

Published August 29th, 2023 by Owen Parry

Password Boss Business provides a separate place to store personal items and team items. Adoption of Password Boss within your team will generally be higher if you provide a way for team members to store their personal logins and details along with their team logins. This gives your users one application to use to manage all of their passwords, whic

ConnectWise Manage - API Member for AutoElevate Integration Setup

Published August 29th, 2023 by Owen Parry

If you plan on utilizing the ConnectWise Integration, you must first purchase the integration through your account manager. Click on the Contact Us link in the upper right of this page to get in contact. Once the integration has been purchased a support ticket will be opened, which will track your integration setup and will contain information on ho

Accepting an emergency access invitation

Published August 29th, 2023 by Owen Parry

When an invitation is received for emergency access, the recipient must accept the invitation to complete the setup process. How to accept an emergency access invitation Desktop Open Password Boss. From the left menu, choose Emergency. Click the People Who Trust Me tab. For the invitation you want to accept, click the Accept button.     iOS Open Pas

ConnectWise Automate - Overview

Published August 29th, 2023 by Owen Parry

Overview When deployed from ConnectWise Automate, AutoElevate puts you on Autopilot. This is because Clients and Locations are automatically created in your AutoElevate Admin Portal. AutoElevate can help you save time by eliminating the lengthy setup process that is common with most solutions. With this extra time, you can focus on identifying vulne

Adding a logo to your team account

Published August 29th, 2023 by Owen Parry

After creating your team account an account administrator can add a logo that will display next to the team profile in the Password Boss app.  Adding a logo will make it easier for your users to quickly choose the correct profile they need.   Uploading a team logo Login to the Password Boss portal as an administrator on your account.  From the left

Login to Windows Apps

Published September 1st, 2023 by Owen Parry

Logging into Windows applications is included in the Password Boss PC application. This feature is disabled by default. To enable the feature, open Password Boss and go to Settings->Advanced When this feature is enabled, the Login Helper will appear as a green circle with a white owl inside of Windows applications on the login screen. This featur

Important Password Boss Notification

Published September 1st, 2023 by Owen Parry

A very important required update was recently released. If one or more of your devices has not been updated, Password Boss on these devices will stop working with our servers without this update. In most cases, you only need to click on Tools > Check for updates from within Password Boss to get the latest version. Don't wait too long—update now!

Protect your data when Reinstalling Password Boss on Windows computers

Published August 29th, 2023 by Owen Parry

If you need to reinstall Password Boss on your Windows computer the following items may apply. By default, Password Boss saves a secure copy of the data you save in your Password Boss account on our servers.  We cannot access this data since we do not know your Master Password, but this is the data needed if you reinstall Password Boss on your compu

Changing user license counts

Published September 1st, 2023 by Owen Parry

Change the number of licenses applied to a company Each company added to your account is assigned a pool of licenses.  License counts are shown on the Company tab of the portal in the License column.  License counts are set on the Settings tab of each company.  You will be invoiced for the licenses assigned to each company.   Adding users requires a

Datto Agent Browser (RDP)

Published September 2nd, 2023 by Owen Parry

The Password Boss integration with Datto RMM allows you to log in to remote Datto servers and workstations using passwords stored in your Password Boss account. Quick Details Works with password type: Server How are passwords entered: Autofilled   Enabling Datto Agent Browser In your Password Boss account go to Settings->Advanced and turn on Enab

⭐ Start Here for New WebApp Accounts

Published September 26th, 2023 by Owen Parry

Welcome to the Password Boss Web App! The Password Boss Web App Welcome email will contain a link to the WebApp page where you can sign in using your email address.  Go to the WebApp login page to set up your new account and create your Master Password. Enter your email address:  You will then be asked to verify your device for the first time with a

Adding users

Published September 1st, 2023 by Owen Parry

Creating New User Accounts Make sure users have valid email addresses first Before adding users to Password Boss, users need a valid email address to receive their temporary password. If a user is set up in Password Boss without a valid email address, our mail system will block any future email to the recipient until their email address is manually

User Change Notifications

Published September 2nd, 2023 by Owen Parry

Policy Description This policy allows email notifications to be sent to users at a customer, who are not admins on the company account, alerting them when users are added or removed from the company account. By default, all admins on a company account will receive email notifications when users are added or deleted from the account. Settings The def

Recovering items with the Backup File Viewer

Published August 29th, 2023 by Owen Parry

If you have enabled the security policy Backup all team profile items , you can view and export the backup file's contents with the Backup File Viewer app.   Download the Backup File Viewer App Login to the portal.passwordboss.com  On the left menu, click Backups   At the top of the page is a link to Download the Backup File Viewer app   Install the

Connect Azure (Entra) AD to Password Boss

Published September 2nd, 2023 by Owen Parry

The Password Boss Azure AD connector allows you to create and update a user account in Password Boss directly from Azure AD. This connector does not synchronize the user's AD password to Password Boss. Syncing groups from Azure Active Directory to Password Boss Groups can also be synced to Password Boss. Details are in the Synchronizing Groups artic

Disabling Password Boss on Websites

Published August 29th, 2023 by Owen Parry

Disabling Overview Password Boss works by scanning web pages looking for fields on the web pages to enter usernames, passwords, contact information, and payment details. You may not want Password Boss to put the owls in the fields on some pages and sites. When Password Boss is disabled on a page or a site, you will no longer see the owls in the fiel

Password Boss for Android

Published August 29th, 2023 by Owen Parry

You can access your passwords and notes from wherever you are.  The Password Boss app for Android gives you access when and where you need it.   Download the Password Boss app Find Password Boss in the Google Play store .  Tap the Install button. Check the permissions that appear; if you’re happy, tap Accept.   If you have an existing Password Boss

User - Disable 2FA for a user

Published September 1st, 2023 by Owen Parry

The ability to disable 2FA for a user's account requires that the person logging in to the Partner Portal has the Disable user 2FA permission. By default, this permission is only applied to members of the Admin role in the Partner Portal access. This permission can be added to any other Partner Portal roles as needed.   How to disable 2FA for a user

Supported browsers

Published August 29th, 2023 by Owen Parry

Password Boss has been tested to work with the latest version of these browsers: Windows Chrome Firefox Safari Vivaldi (Chromium Based) Brave (Chromium Based)  Edge (Chromium Based) Mac Chrome Firefox Safari Vivaldi (Chromium Based) Brave (Chromium Based) Edge (Chromium Based) iOS Chrome is also supported for entering usernames and passwords. To use

Users

Published September 1st, 2023 by Owen Parry

Overview Users can be Managed through Password Boss Portals, Azure, or Active Directory. Managed by PB means the user was created in the portal. Managed by Active Directory means the Active Directory Connector created the user. Managed by Azure AD means the Azure Connector created the user. The email address of a user cannot be changed. If an email

Quick Start Guide ⭐

Published August 29th, 2023 by Owen Parry

Welcome to Password Boss! You are only a few steps away from never having to worry about passwords again.  Follow the steps, and you will be up and running quickly.   Install the app or sign in to the WebApp Password Boss is transitioning to a WebApp version of the product that is rolling out to end users over time. Depending on your organization's

Restrict Portal Access

Published September 2nd, 2023 by Owen Parry

Policy Description By default, all users with a Password Boss account can also login to the Password Boss Customer Portal. For users who are not admins, the portal allows the users to manage their devices and update their personal information. Settings The default value is DISABLED When this policy is ENABLED, regular users, non-admin users, from yo

Choose Location for Online Backups

Published September 1st, 2023 by Owen Parry

Policy Description When online backups are enabled user data is stored in one of many data centers around the world. By default users data is generally located in a location that is closest to the user's location when each user creates their account. For example, users in the US will have their data stored in a US data center, and users in the EU wi

Disable Password Boss on Pages or Sites

Published September 2nd, 2023 by Owen Parry

Policy Description If there are pages and sites where you want to disable Password Boss for all users in your company you can use this policy to do this. The types of sites where this is useful include CRMs, PSAs, accounting, or any other site that generally has a large number of fields. Password Boss works by scanning all of the fields on a page so

How to access items that have been shared with you

Published August 29th, 2023 by Owen Parry

Where to find shared items: Web App When you receive items shared with you from another Password Boss user, the items will appear in two places. All shared items show up in the regular section of Password Boss.  For example, if you receive a password, it will appear in the Passwords section, and this icon will appear next to the password. They will

Kaseya BMS PSA Integration Setup Preferences

Published August 29th, 2023 by Owen Parry

Overview This document is to aid in the setup and preference selection for Kaseya BMS. Once you have set up the required items and your preferences have been received, we will continue with the following steps:   Setup of the configuration between AutoElevate and Kaseya BMS     Linking of users, companies, locations, and computers     Testing of the

Enabling the Password Boss Safari extension in iOS

Published August 29th, 2023 by Owen Parry

Password Boss includes an additional option called a Safari Extension that allows you to fill in passwords and other data while you are using Safari on your iPhone or iPad. Before using it, you must enable the setting the first time.   Enabling the Safari extension Open Password Boss. Tap the More  button at the bottom of the screen.  Tap Settings.

Manage Partner Portal access

Published September 1st, 2023 by Owen Parry

Manage who has access To manage partner portal access: Open the Partner Portal Click your company from the Company list Click the Partner Portal tab You will see three new tabs for Portal Access, Roles and Company Groups  Tip - click the images to make them larger Creating partner portal accounts Any existing user on your account can be granted part

Uninstalling the browser buttons

Published August 29th, 2023 by Owen Parry

For Password Boss Desktop users, To uninstall the Password Boss desktop browser button from your browser, follow these steps: Close any open browsers.  Open Password Boss.   Click the Browser Buttons menu and click the Uninstall option for the browser you want to remove the browser button from.  Click OK to confirm.  Repeat the steps above for any o

How to uninstall Password Boss from your Mac

Published August 29th, 2023 by Owen Parry

Here’s how to uninstall Password Boss from your Mac Logout of the Password Boss app  Quit Password Boss so it does not appear in the dock  Open Finder   Go to Applications   Right-click on the Password Boss app and select Move to Trash   To Remove your local data file, open Finder   Select Go -> Go to Folder and enter this file path. ~/Library/Pr

Editing Shares

Published September 1st, 2023 by Owen Parry

Managing Items You Have Shared After sharing an item with others, you can change the share by adding items, dele After sharing an item with others, you can change the share by adding items, deleting items, or changing the recipients. After you change shared items, the changes are automatically sent to all recipients.   How to update shared items Fol

Using Password Boss to login to Microsoft MFA accounts

Published September 1st, 2023 by Owen Parry

Password Boss can generate the 2FA codes to log into Microsoft Global Admin accounts protected with MFA. Using Password Boss to generate the 2FA codes allows you to: Enable 2FA on all Global Admin accounts - HIGHLY RECOMMENDED Easily share the 2FA codes with your team so any team member can access the 2FA codes from their copy of Password Boss. This