Skip to main content

How to use Secure Notes

Secure Notes

Lockwell Support avatar
Written by Lockwell Support
Updated over a week ago

What are Secure Notes?

While the password vault is primarily used for storing (you guessed it!) passwords, there are other types of company data that it's also important to store securely. Secure notes are another type of "record" that you can save in the vault, and are purpose-built for storing non-account data like credit card numbers, banking info, software licenses, and more.

How to Create a Secure Note

  • Open the Lockwell desktop or mobile app

  • Create a Secure Note

    • Click on the Vault tab in the app.

    • Select the Secure Note option at the top.

    • Click the + button to create a new note.

  • Enter Your Information

    • Add a title for your note.

    • Enter relevant details in the notes field.

    • Use custom fields to categorize and label your data for better organization.

Save and Share Your Secure Note

  • Once you’ve entered all the necessary details, click Save.

  • Your Secure Note is now stored in the Password Vault and can be accessed anytime.

  • If needed, you can securely share the note with team members or external users who require access.

Accessing and Managing Secure Notes

  • Once saved, your Secure Note will be available in the Vault.

  • Team members with the appropriate access can view and use the note as needed.

  • Secure Notes ensure that essential information remains protected while still being accessible to those who need it.

By using Secure Notes, you can keep critical company data safe, organized, and easily accessible within your Lockwell Password Vault.

Did this answer your question?