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Quick Start Guide ⭐

Gain a streamlined introduction to Password Boss with this Quick Start Guide. Discover the basics of Password Boss and get up to speed quickly.

Written by Owen Parry

Updated at September 23rd, 2024

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If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

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Table of Contents

Welcome to Password Boss! Install the app or sign in to the WebApp Create your account Add your passwords and notes. Install the extension Login to a Website Try Auto-Fill Share something with someone Step-by-step Guides Have Questions?

PWB_App_in_Devices__Emails.png

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 use of Password Boss and migration timeline, you may be using our Desktop client version or our WebApp version in your browser. 

If you are on our WebApp version of Password Boss, your welcome email will simply point your browser to the login page to get started.

  • WebApp - app.passwordboss.com

If your organization is still running the Desktop version, you will receive a welcome email with a temporary Password. You will need to install it on one of your devices, set up your account, and then install it on your other devices.

  • Windows - passwordboss.com/download
     
  • macOS - passwordboss.com/download

Both versions of Password Boss use the same mobile application, download the version for your phone. 

  • iOS - Password Boss in the Apple App Store.
     
  • Android -  Password Boss in the Google Play store.

     

Create your account


WebApp User

When you enter your email address into the WebApp, the wizard will walk you through setting up your account and creating your Master Password. Once you have your Master Password Created, you will sign in and get started creating or importing your passwords and exploring the app. 

 
 

Desktop User

Enter your email address and choose a Master Password and your account will be created and the app will open.

Accounts created on a PC will automatically import any passwords stored in your browsers that the app can access. When the app opens, you should see a screen similar to this. 

password_boss_dashboard.png

If no passwords were imported from your browser, or if you created your account on a phone or tablet, you will see the Setup Wizard.  Click or tap each section to explore the app.

getting_started_android.png
 

 
 

 

 

Add your passwords and notes.


Password Boss is where you store passwords and everything else you don't want to forget. You can save everything from Wi-Fi logins, member IDs, credit cards, insurance information, alarm codes, plus more. There are 28 different templates to make it easy to get started.

From within the WebApp or Desktop, tap the add item buttons add_item_green.png add_item.png or to start saving your items.


 

Install the extension


The Password Boss extension automatically fills in your website login details and credit card forms. Both the Desktop and WebApp versions use the extension for this feature. If the extension is not installed when you sign into Password Boss and open the browser, you will be prompted to add it.

  • You will see a prompt to install the Password Boss browser button when you open your browser. Confirm the installation; you will see an owl next to the address bar.
     
  • Click the owl, and you will see all of your passwords.
     
  • Click the icons on the left side to see your saved items and access the password generator.
     

 


 

Login to a Website


  1. Go to the login page for one of your favorite websites.
     
  2. Click the owl in the login field and choose your saved password or click the option to save a new password into Password Boss.

 

PWB_signinforsupport_anima.gif
 

Try Auto-Fill


Auto-fill is an amazing time saver. It can fill in an entire form on a website with a single click. Auto-fill will fill in the information you store in the Personal Info and Digital Wallet sections of Password Boss.

  1. Go to the Personal Info section of Password Boss and add your name, address, phone number, credit card, etc.
     
  2. Now, go to a website where you usually have to type in the details, like a checkout form.  
     
  3. Click the owl in one of the fields to fill in the fields automatically.

 

PWB_shoppingcreditcardforsupport_anima.gif
 

Share something with someone


Anything you save in Password Boss can be shared with anyone else. For example, you can share a website password with your coworkers or a credit card with your spouse.  

Anything you share is encrypted and only you and the recipient can access the items.

share_minimal_desktop.png
 

Step-by-step Guides


Creating your account

Saving new passwords

Adding notes, IDs and digital records

Auto-fill on steroids - using Identities 

Getting organized with folders

Sharing items with other people

Setting up Emergency Access

Enabling 2-Factor Authentication
 

Have Questions?


  • Wondering how to do something?
     
  • Got stuck during setup and need to know what to do?
     
  • Want some ideas on how to organize your items?
     
  • Found a website that's not working with Password Boss?
     
  • Just want to chat ;-)

No problem - We're here to help!

Use the Contact Us button at the top of the page and tell us what you need.

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