DataViz, Inc.

DataViz, Inc. DataViz, Inc. Quickstart Instructions for Passwords Plus

Quickstart Instructions for Passwords Plus

Setup on a Mobile device (iOS or Android)

Set your Master Password

Choose a password that you are likely to remember, but that is not too basic. This is the only password you'll need to remember going forward.

Note: DO NOT forget the password that you select. In order to maintain the highest security possible, there is no 'password recovery' or way for DataViz to retrieve this password if lost.

SamePage Account Set Up

Once you enter a Master Password, you will be prompted to set up a SamePage Account. This is a secure cloud storage that allows you to both back up your data, and synchronize it between multiple devices. If you choose to skip this step, you can set it up later by tapping on the Sync button.

If you are setting up SamePage for the first time, simply enter in a valid email address. Then you will be given a Sync ID that you will need to use if you are going to set up synchronization on another computer or mobile device.

Using Passwords Plus on an iOS or Android device

Create a New Item or "Record"

Select the "Plus" icon in the upper right hand corner.

Note: A "record" is simply an entry in Passwords Plus where you keep all information related to one item. For example, it could be the name of a website for which you have a username and password.

Select a "template" or choose "Blank"

Using a template makes data entry easier because the field titles are pre-filled. For example, if you choose the Bank Account template, you don't have to enter in Username, Password, Checking Account Number, etc. because these are predefined for you. You can still add or delete fields as you see fit.

Note: A "field" is a single item in a "record", which holds the actual piece of information (e.g., User Name and Password are both fields).

Fill in your information

If you started from a template, fill in your "personal" information in the pre-made fields.

Record Title: Enter a Title for your record where it says <<Record Title>>.
Categories: Add as many categories as you choose. This will make it easier to find records once you have entered many of them into Passwords Plus.
Field Label: Each template includes predefined field labels. If you want to change a label, tap on it and hit the "x" to delete, then type in the label you choose.
Field Information: For example, if the Field Label is Account Number fill in your account number where it says "Enter your information here."
To add an additional field, tap the Add Field button. You will then need to type in the Field Label where it says <<Enter Label>> and the Field information where it says "Enter your information here."
To delete a field, tap on it and a trash can will appear to the right of the field. Tap the trash can to delete the field.

Setup on a Computer (Mac or Windows)

Set your Master Password. If you are setting up Passwords Plus on your Mac or Windows computer AFTER your iOS device, enter the SAME Master Password as you did on your iOS or Android device.

If the computer is the first device you are using with Passwords Plus, choose a Master Password and type it in. Note: DO NOT forget the password that you select. In order to maintain the highest security possible, there is no 'password recovery' or way for DataViz to retrieve this password if lost.

SamePage Account Set Up

If you already set up SamePage on another computer or device, make sure to use the same email address for both. After entering your email address, you will be prompted for your Sync ID. Enter in the same Sync ID as your iOS device. Your Sync ID can be found in Sync Settings (under Settings). Once you enter your Sync ID, Passwords Plus will synchronize with the secure cloud and you should see all of your information that you have entered.

Using Passwords Plus on a Mac or Windows PC

Create a New Entry or "Record"

Select the "Plus" icon.

Choose a template (optional). Using a template makes data entry easier because the field titles are pre-filled. You can also simply choose "Blank" if you do not want to use a template.

Name the "record" where it says Title and then fill in the appropriate information in the pre-made fields.

To change a field name click in the field label area (the box on the left).
To add a field, click the Add Field button. Click the "Gear" icon to the left of the field label to choose a field type.
Finally, fill in the "data" for the field in the white box to the right of the label.

Select one or more categories for organizational purposes (optional) or leave it "Unfiled".

Synchronizing Passwords Plus

See "SamePage Setup" above to learn how to set up your computer to sync with your iOS or Android device.

Once you are set up, there are two ways to synchronize.

AutoSync ON

AutoSync ON is the default setting on Windows, Mac and iOS. When Auto Sync is on or "enabled", any change made in Passwords Plus automatically synchronizes to the secure cloud. This is the recommended setting because it ensures that your information is always current. Passwords Plus always "Auto Syncs" when you start up as well as when a change is made.

AutoSync OFF

AutoSync OFF means that your changes are not synchronized to the cloud until you click the Sync button. If you choose this option, it is a good idea to hit Sync before you quit Passwords Plus and again when you start it. This will ensure that you are working with the latest information.