Keeper’s Record Types feature provides users the ability to create records of various template types, grouped into categories, each containing a unique collection of field types and functionality within the record.

Create a New Record & Change Types

When you create a new record you will have the option to choose a record “type”. To begin, click Create New, then select a record type from the dropdown menu. Enter a name for the record and click Next. Now you can enter the specific details that apply to this record.

Some records allow you to link other records from your vault. For example, this bank account record template has the option to link a payment card.

Any record created after the launch of Keeper's Record Types feature can be easily converted between types using the dropdown menu in the edit record screen. The "General" record type is Keeper's legacy record version. You can convert these records by right-clicking and selecting Change Type.

Creating & Managing Record Types

There are several out-of-the-box record types available such as: Secure Notes, SSH Keys, Databases and Servers. Additionally, Keeper Administrators can create custom record types that fit the needs of the organization. Custom types can be created for all users, or users within specific roles.

In order to create new custom Record Types, the user must be in an Administrative role with the "Manage Record Types " permission activated. To activate this permission within the Admin Console, from the Roles tab, Select the role and beneath “Administrative Permissions”, click on the gear icon. From the list of permissions, check the box for “Manage Record Types in Vault”.

Once the permission is activated, the Administrator can login to the Web Vault or Desktop App to create a new record type.

Now I will walk you through how to create and manage new record types in the Web Vault. To begin, click Create New, and Custom Record Type. You can either modify an existing record template by selecting a record type from the dropdown, or choose Blank Type to start with a blank template, adding the required fields, like I am here.

Click Add New Field to define what fields will exist within this template. Add as many fields as you would like by selecting them one-by-one from the list of options. You can add, remove and re-order any field types you wish via drag and drop.

Customizing Record Types

All fields can have a custom label associated with them and any field can be marked as a required field. Additionally, masking can be enabled on any non-password field, which will prevent the field values from being displayed by default. The visibility can be toggled on or off by clicking the eye icon. Privacy Screen and password complexity rules are also available for password fields.

After all fields have been added, click Publish to make it available to all users who have the record type enabled in their role policy enforcements.

Managing Record Types by Role

Admins also have the ability to manage record types by role. To add and remove record types for your users, login to the Keeper Admin Console and from the Roles tab, select a role, then click Enforcement Policies. From the Record Types screen, you can enable different record types on a role basis.

By default, a role can use all Record Types. If a user is part of multiple roles, disabling a record type in any role will prevent the user from creating that record type.
If you would like to make a global change for all users, disable the Record Type in your organization's default role.

Learn more about Keeper at:
https://keepersecurity.com

View our Keeper End-User Guides here:
https://docs.keeper.io/user-guides/

View our Keeper Enterprise Guide here:
https://docs.keeper.io/enterprise-guide/