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Vault guides Beta

How to use Vault

Encrypted credentials for portals, APIs, and delegated product use.

Open Vault About Vault

Vault is in Beta. These guides give a short tour of each menu.

Start here

New to Vault? Do these in order.

  1. Dashboard 5 steps
  2. Personal Vault 5 steps
  3. Company Vault 5 steps

Get set up

Do these once, when you start.

Dashboard Open Vault and see personal vs company credential activity. 5 steps Categories Group credentials so teams can find the right secret quickly. 5 steps

Daily work

The jobs you do every day or every week.

Personal Vault Store credentials that belong to you, not the company workspace. 5 steps Company Vault Organisation credentials for GST, banks, and product integrations. 5 steps

Work with your team

Bring in colleagues and your accountant.

Shared Access Grant controlled access to company credentials without sharing passwords in chat. 5 steps

Reports

See where your business stands.

Audit Logs Trace who viewed, shared, or changed vault credentials. 5 steps

Good to know

  • Sign in at my.aicountly.com with your organisation account.
  • Confirm company context in Manage before storing company credentials. See the guides

Works with

Still stuck?

Ask the community, or tell our support team what you were trying to do.

Ask the community Contact support