Provision for storing personal information

There is provision for storing personal passwords in the PMP web interface. For example, you can store your personal email accounts, credit card numbers, banking accounts, contact addresses, phone numbers, email addresses etc. These information can be accessed only by you and not by anyone else. This ensures complete data privacy.

Deciding the encryption key, the first step

Before you start, choose how secure you want PMP to maintain your personal passwords. All your personal passwords will be encrypted and stored in the database. There are three cases in which this encryption key can be enforced.

Case 1: Your administrator could enforce creation of a passphrase, which will be used as the encryption key for storing personal passwords.

Case 2: Option to specify the encryption key

Case 3: Enforcement of PMP's encryption key

Case 1: Your administrator could enforce creation of a passphrase, which will be used as the encryption key for storing personal passwords.

In this case, you will have to create your own encryption key (passphrase), PMP will use this passphrase to encrypt your data. Create a long and easy-to-remember passphrase for enhanced security. Whenever you need to access personal passwords, you need to supply this passphrase. If you forget his passphrase, there is no way to retrieve your personal data. Once you configure this encryption passphrase, you will be able to access personal passwords tab.

Case 2: Option to specify the encryption key

In this case, you need to choose the encryption key to be used, by selecting one of the options given below. This is a one-time configuration that cannot be changed later, so make your choice carefully.

Option 1: Use my encryption key and do not store it (recommended)

All your passwords will be encrypted using the key supplied by you and the key will not be stored in the PMP database. To access your personal passwords you will have to supply this key every time and if you forget this key you will lose all your passwords. This is useful in cases where you store sensitive personal data.

If you want to choose this option, go to "Personal Tab" and click the option and enter the encryption key in the text field.

Option 2: Use my encryption key and store it

All your passwords will be encrypted using the key supplied by you. The key will be stored securely in the PMP database. During the subsequent password retrievals, you need not specify the key and it is also not necessary that you remember this key.

If you want to choose this option, go to "Personal Tab" and click the option and enter the encryption key in the text field.

Option 3: Use PMP's Encryption Key

All your passwords will be encrypted with the same key as the enterprise passwords. You do not have to supply or remember any encryption keys.

If you want to choose this option, go to "Personal Tab" and click the option and enter the encryption key in the text field.

Case 3: Enforcement of PMP's encryption key

In this case, you will be directly taken to personal passwords tab without any choice of selecting encryption key. All your personal passwords would be encrypted only with PMP's encryption key.

Storing Personal Accounts

Once the initial configurations are done, you can proceed with adding your personal accounts such as web accounts, bank accounts, credit card accounts and personal contacts list. You can also add your own categories depending on your needs.

For all the above, there is provision to add custom fields in accordance to your requirements.

Note: There are four default categories - Web Accounts, Banking, Credit Cards and Contacts. These categories cannot be deleted. However, the custom categories created by you can be deleted at your will.

Web Accounts

To add a new account,

  • Go to "Personal" Tab
  • Click "Web Accounts" present in the left side of the web-interface.
  • In the GUI that comes up, click the button "Add Accounts"
  • Fill in the required details
  • Click "Save"

Banking Accounts

To add a new account,

  • Go to "Personal" Tab
  • Click "Banking" present in the left side of the web-interface.
  • Click the button "Add Accounts"
  • Fill in the required details such as Bank Name, Account Number, Branch etc. Leave unwanted fields blank.
  • Click "Save"

Credit Card Accounts

To add a new account,

  • Go to "Personal" Tab
  • Click "Credit Cards" present in the left side of the web-interface.
  • Click the button "Add Accounts"
  • Fill in the required details such as Card Name, Card Number, PIN, Phone Number etc. Leave unwanted fields blank.
  • Click "Save"

Personal Contacts

To add a new account,

  • Go to "Personal" Tab
  • Click "Contacts" present in the left side of the web-interface.
  • Click the button "Add Accounts"
  • Fill in the required details
  • Click "Save"

How to delete accounts?

  • Go to "Personal" Tab
  • Click the category present in the left side of the web-interface.
  • Select the accounts that need to be deleted
  • Click the button "Delete Accounts"
  • Click "Save"

Note: Once you delete accounts, they will be deleted from the database once and for all. So, exercise care before deleting accounts.

How to add custom fields?

You can have any number of additional custom fields. To add a custom field, click the button "Customize Fields". Your additional fields can be in any of the following four formats - Character/list, Numeric, Password, Date & Time. A maximum of nine character/list fields could be added. Four numeric fields, three password fields and four date & time fields could be added. Once you click "Save", the custom fields get added to the web accounts column. Custom fields, once added, cannot be deleted.

How to create custom categories?

Apart from the four default categories explained above, you can create any number of additional categories to store other information. For instance, if you wish to store details about the properties owned by you, just one more category could be added. You can have your own names for the columns.

To create a custom category,

  • Go to "Personal" Tab
  • Click the link "Add New Category" present in the left side of the web-interface.
  • In the UI that opens, provide a name for the new category
  • Enter column names for the category. You can add column names containing characters, numbers, passwords and date & time.
  • Click "Save"

Note: If any of the custom categories are no longer required, you can delete them by clicking the "X" mark against their name in the "Manage Categories" page. Once you delete the categories, they will be deleted from the database once and for all. So, exercise care before deleting.

Importing Passwords

You can import personal account details in bulk from a CSV or TSV file with the help of 'Import Accounts' option available in the personal tab. Note that all the lines in the CSV / TSV file should be consistent and have the same number of fields. You can also choose which field in the CSV / TSV file maps to the attributes of the corresponding personal category. CSV / TSV files having extensions .txt,.tsv and .csv are allowed.

Exporting Passwords

You can export personal passwords in PDF or XLS format using the "Export Passwords' option available on the top right side of the personal tab.

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