Webroot SecureAnywhere Passwords User Guide

Webroot SecureAnywhere Passwords User Guide
Passwords User Guide
for
Webroot SecureAnywhere Complete
Webroot Software, Inc.
385 Interlocken Crescent
Suite 800
Broomfield, CO 80021
www.webroot.com
Version 8.0.1
Webroot SecureAnywhere Passwords User Guide
Version 8.0.1; January, 2012
© 2012 Webroot Software, Inc. All rights reserved. Webroot is a registered trademark and SecureAnywhere is a
trademark of Webroot Software, Inc.
All other product and company names mentioned may be trademarks or registered trademarks of their respective
owners.
Contents
1: Getting Started with Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Using the Password Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Configuring the Password Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Accessing Password Manager functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Accessing passwords from a browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Accessing passwords from your online account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Accessing passwords from an Android mobile device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Accessing passwords from an Apple mobile device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Using other browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Importing passwords from other applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
2: Storing and Using Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Storing login credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Capturing login credentials while in the website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Defining login credentials from the Passwords page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Capturing other login fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Logging in to password-managed sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Logging in to sites from a browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Logging in to sites from the Passwords page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Logging in to sites from an Android mobile device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Logging in to sites from an Apple mobile device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Generating a secure password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Updating password-managed site information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
3: Using Form-Fill Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Creating form-fill profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Editing form-fill profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Populating fields with form-fill profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Using form-fills in a browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Using form-fills in an Android mobile device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Using form-fills in an Apple mobile device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
4: Managing Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Using the Password Manager toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Managing credentials in the Passwords page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Setting Password Manager preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Exporting user names and passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Exporting data from a browser. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Exporting data from the Passwords page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Contents
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iv
Contents
1: Getting Started with Passwords
With your purchase of the Complete edition of Webroot® SecureAnywhere™, you can use the
Password Manager to automatically remember your user names and passwords, automatically fill
in web forms, and create a secure password for all your website transactions. You never need to
remember multiple login names and passwords again.
To keep your data safe from hackers, the Password Manager encrypts all your login and password
data on your local computer. Webroot uses the same encryption method employed by the US
Government for Top Secret data. The encrypted data is meaningless to Webroot and to anyone else
without the decryption key. This key is stored on your own computer and is created from your
email address and master password. Your personal data is never sent over the Internet and is never
stored on Webroot servers.
To get started with password management, see the following topics:
 Using the Password Manager . . . . . . . . . . . . . . . . . . . . . . . page 2
 Configuring the Password Manager . . . . . . . . . . . . . . . . . . page 3
 Accessing Password Manager functions . . . . . . . . . . . . . . . page 5
 Using other browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 9
 Importing passwords from other applications . . . . . . . . . . page 10
1: Getting Started with Passwords
1
Using the Password Manager
You can use the Password Manager to do the following:
•
Store login credentials and automatically log in to websites. After the Password
Manager downloads (see “Configuring the Password Manager” on page 3), a Webroot
icon appears in the toolbar of your Internet Explorer or Firefox browsers. Click on the icon
to open the Sign In dialog and log in to your SecureAnywhere account.
When you are logged in, the Password Manager detects any information you enter in login
fields and prompts you to save the data for future use. Later, when you open that website
again, the Password Manager can populate the fields or log in automatically. The Webroot
icon appears at the end of the fields to indicate that the login information is stored in the
Password Manager. For further instructions, see Chapter 2, “Storing and Using
Passwords” on page 11.
.
2
•
Store personal data and automatically fill fields in web forms. The Password Manager
can also populate web forms with personal information that you commonly enter in fields,
including your name, address, and credit card information. For example, you may want to
create a personal profile with all your contact information, and also several different
profiles for each credit card you use for Internet shopping. Then you can use a personal
profile to automatically fill in your name and address in the fields, and another profile to
automatically fill in your credit card information. For further instructions, see Chapter 3,
“Using Form-Fill Profiles” on page 25.
•
Generate secure passwords. You can use the Password Manager to generate a strong,
hack-resistant password for any website. A strong password is difficult to guess and helps
protect you from identity theft. You don’t need to remember these automatically generated
passwords. When you access this web page again, the Password Manager automatically
fills in the password field for you. For further instructions, see “Generating a secure
password” on page 21.
1: Getting Started with Passwords
Configuring the Password Manager
You must first configure the Password Manager, as described in this section.
To configure Passwords:
1
On each computer with the SecureAnywhere Complete edition installed, open the
SecureAnywhere main interface (double-click the Webroot icon
in the system tray),
click Identity & Privacy, then click the Password Management tab. If a Download and
Install button appears, click the button to install the components.
Note: This button may not appear if the Password Manager installed along with the
SecureAnywhere installation.
When the download completes, the Password Management panel displays the following:
1: Getting Started with Passwords
3
2
Click Manage My Identity to open my.webrootanywhere.com.
If you have not yet created a SecureAnywhere account, click Sign up now in the Create
an Account panel. For detailed instructions, see the Help for the SecureAnywhere
website.
3
In my.webrootanywhere.com, click Set Up Account Now in the Passwords panel.
Once the Password Manager is downloaded and configured, a Webroot icon appears in the
toolbar of your Internet Explorer or Firefox browsers. To access Password Management
functions, click on the drop-down arrow and log in to your SecureAnywhere account (use
your SecureAnywhere login credentials).
Internet Explorer:
Firefox:
Tip: The Password Manager works mainly with Internet Explorer and Firefox
browsers. However, you can use some limited functions with other browsers by using
Bookmarklets. See “Using other browsers” on page 9.
4
4
If desired, you can download Webroot Mobile Complete on up to three mobile devices
(Android or Apple). The Mobile Complete package includes a SecureWeb app that keeps
you safe online and allows you to use the Password Manager. To download Mobile
Complete, follow these instructions: Downloading SecureAnywhere Mobile Complete.
1: Getting Started with Passwords
Accessing Password Manager functions
You can access all the Password Manager functions from your browser’s toolbar, from your online
SecureAnywhere account, and from a mobile device if you installed the SecureWeb app on it.
Accessing passwords from a browser
1
Open Internet Explorer or Firefox.
2
Log in to your SecureAnywhere account by clicking the Webroot icon in your browser’s
toolbar.
Internet Explorer:
Firefox:
3
In the dialog, enter your SecureAnywhere user name and password.
4
Click on the drop-down arrow to display the Passwords menu:
From this menu, you can log in to your sites, fill forms with personal data, save data
entered into forms, and set preferences for the Password Manager. For more information,
see “Using the Password Manager toolbar” on page 32.
1: Getting Started with Passwords
5
Accessing passwords from your online account
1
Log in to my.webrootanywhere.com.
2
Click Go to Passwords.
The Passwords page looks similar to the following example. When you begin saving login
credentials and organizing them in groups, the definitions appear under the Sites tab. For
more information, see “Managing credentials in the Passwords page” on page 34.
6
1: Getting Started with Passwords
Accessing passwords from an Android mobile device
1
From the Home panel of your Android phone or tablet, tap the SecureWeb icon:
.
Webroot’s SecureWeb browser opens.
2
Tap the Menu button on your Android device to display the password management
buttons, as shown below.
3
After you create password-managed sites (as described in “Storing login credentials” on
page 12), you can use the SecureWeb browser to open those websites and automatically
populate login fields with your saved credentials. For more information, see “Logging in
to sites from an Android mobile device” on page 19.
Accessing passwords from an Apple mobile device
1
From the Home panel of an iPhone, iPad, or iPod, tap the SecureWeb icon:
.
Webroot’s SecureWeb browser opens. The Webroot toolbar appears at the bottom of the
screen.
1: Getting Started with Passwords
7
2
Log in to password management by tapping the key icon in the SecureWeb toolbar:
Enter your SecureAnywhere user name and password.
.
When SecureWeb validates your Webroot credentials, a green checkmark appears above
the key icon.
8
3
Tap the key icon again to open the Password sheet, which is shown in the following
example.
4
After you create password-managed sites (as described in “Storing login credentials” on
page 12), you can use the SecureWeb browser to open those websites and automatically
populate login fields with your saved credentials. For more information, see “Logging in
to sites from an Apple mobile device” on page 20.
1: Getting Started with Passwords
Using other browsers
If you do not have Internet Explorer or Firefox, you can create Bookmarklets to enable password
functions in other browsers. For example, to use Bookmarklets with Chrome, you would drag
Bookmarklet links to Chrome’s Bookmarks Bar, then click on the bookmark to use automatic
login. Bookmarklets can be used with Safari, Chrome, Opera, Konqueror, and other browsers.
To create Bookmarklets:
1
Log into my.webrootanywhere.com and click Go to Passwords.
2
From the MyIdentity actions panel, click Install Bookmarklets.
The Bookmarklets dialog opens.
3
Click on a tab for the browser you want to use.
Instructions for that browser appear in the lower panel.
4
Follow the instructions to create the Bookmarklets, then click OK.
5
To use the Bookmarklet, go to your browser and click on the bookmark.
The Password Manager either performs the function immediately or opens a dialog with
more information.
1: Getting Started with Passwords
9
Importing passwords from other applications
If you are currently using another password-management application, you can import data from
that application into Webroot’s Password Manager.
To import passwords from another application into Webroot’s Password Manager:
1
Open a web browser.
2
You can either use the toolbar or the Passwords page, as follows:
•
Toolbar. Sign in to your SecureAnywhere account. From the Webroot drop-down
menu, click Tools, then Import From.
A list of applications appears in a submenu. In the submenu, select from the list of
password-management applications.
•
Passwords page in your SecureAnywhere account. Log in to
my.webrootanywhere.com and click Go to Passwords. Under MyIdentity actions,
click Import data.
From the dialog, click the arrow next to the Import data from field and select a
password-management application. Click Continue.
3
10
Follow the on-screen instructions for importing passwords from that application. (Since
every password application is unique, the instructions for importing data from each one is
also unique.)
1: Getting Started with Passwords
2: Storing and Using Passwords
Webroot’s Password Manager can automatically fill in the user name and password fields for
websites that require a login, such as banking, shopping, and networking sites. You can use the
same login or a unique login for all the sites you want to manage. The Password Manager
remembers all login data for you.
In addition, you can define separate credentials if you use different logins for the same website (for
example, you and your spouse both use the same online bank, but have separate accounts).
Whenever you access that web page again, the Password Manager recognizes that you have
defined two different logins, and will prompt you for the one you want.
To store and use login credentials, see the following topics:
•
“Storing login credentials” on page 12
•
“Capturing other login fields” on page 15
•
“Logging in to password-managed sites” on page 17
•
“Generating a secure password” on page 21
•
“Updating password-managed site information” on page 22
2: Storing and Using Passwords
11
Storing login credentials
To use the Password Manager, you must first define login credentials (for example, your user name
and password for each website). The easiest method of capturing login credentials is to open a
website and then allow the Password Manager to capture the information as you type it. You can
also manually define login credentials in the Passwords page of your online SecureAnywhere
account.
Capturing login credentials while in the website
1
Make sure you are logged in to your SecureAnywhere account. (Click the Webroot icon in
your browser’s toolbar, then enter your SecureAnywhere user name and password.)
Internet Explorer:
Firefox:
2
Open a website that requires you to log in, such as a banking site or social media site.
3
Log in to the site with your user name and password.
The Password Manager detects the user name, password, and URL, then prompts you to
save the login information from a green toolbar near the top of your browser.
4
From the Webroot prompt, click Save Site.
The Add Webroot Site dialog opens with the web address already displayed in the Name
field, such as “my.bank.com.” (The user name, password, and URL have been saved
automatically and do not appear on this dialog.)
12
2: Storing and Using Passwords
5
Optionally, you can specify more information about the site and how you want to access it
in the future, as described in the following table:
Add Webroot Site dialog
Name
The web address is used for the site name, unless you want to change it to
something simple, such as “My Credit Union.”
Group
You can define a name for a group or select one from the list (if you
already defined groups). By defining a group, you can organize sites by
categories in the Passwords page and the SecureWeb apps, such as
Banking and Shopping. If you do not enter a group, the site is categorized
in a default group.
Make This a Favorite If you access this site frequently, you can select this checkbox to create a
Favorites list. You can then use the Open all Favorites option from the
Passwords page.
6
Require Password
Reprompt
Click this checkbox if you don’t want your password automatically filled
in the field, and instead, want to manually enter the password yourself.
This setting also requires you to enter your SecureAnywhere master
password before editing the site information.
AutoLogin
If you want to bypass the password prompt and log in automatically, select
this checkbox.
Click the Save Site button.
Your password-managed sites are displayed in your online SecureAnywhere account. See
“Managing credentials in the Passwords page” on page 34.
The next time you access this website, make sure you are signed in to your
SecureAnywhere account so the Password Manager can automatically fill in your login
credentials. See “Logging in to password-managed sites” on page 17.
Defining login credentials from the Passwords page
1
Log into my.webrootanywhere.com and click Go to Passwords.
The Passwords page looks similar to the following example:
2: Storing and Using Passwords
13
2
On the far right of the panel, click Add site under “MyIdentity actions.”
3
At the prompt, click Yes, let me manually add a site.
The Add Site dialog opens.
4
Fill in the Add Site dialog, as described in the following table.
Add Site dialog
14
Name
Enter a name for the website (for example: My Bank). This name is displayed
in Webroot prompts.
Group
Define a name for a group or select one from the list (if you already defined
groups). By defining a group, you can organize sites by categories in the
Passwords page and in the SecureWeb apps, such as Banking and Shopping.
If you do not enter a group, the site is categorized in a default group.
URL
Enter the URL of the website’s login page (for example: http://
www.website.com/login).
User name
Enter your login name for the site.
Password
Enter your password for the site.
Notes
Optionally, enter any extra information that might be helpful, such as your
PIN number for a bank account.
2: Storing and Using Passwords
Add Site dialog (continued)
Options
5
If desired, select any of the following:
• Show in Favorites. If you access this site frequently, you can select this
checkbox to create a Favorites list. You can then use the Open all Favorites
option from the Passwords page.
• Reprompt for password. Click this checkbox if you don’t want your
password automatically filled in the field, and instead, want to manually
enter the password yourself. This setting also requires that you enter your
SecureAnywhere master password before editing the site information.
• Automatically fill. Keep this checkbox selected if you want your user
name and password automatically filled in when you access the site.
Otherwise, de-select this checkbox.
• Automatically log in. If you want to bypass the password prompt and log
in automatically, select this checkbox.
Click the Add site button.
The next time you access this website, make sure you are signed in to your
SecureAnywhere account so the Password Manager can automatically fill in your login
credentials. See “Logging in to password-managed sites” on page 17.
Capturing other login fields
Some websites require more than a user name and password for a login, such as a social security
number or medical plan number. If you frequently access a site with additional login credentials,
you can use Save All Entered Data to capture those extra fields.
To capture other types of login credentials:
1
Make sure you are logged in to your SecureAnywhere account. (Click the Webroot icon in
your browser’s toolbar, then enter your SecureAnywhere user name and password.)
Internet Explorer:
Firefox:
2
Open a website that requires a login and fill in all the required fields.
3
From the Webroot drop-down menu, click Save All Entered Data.
2: Storing and Using Passwords
15
The Edit Site Information dialog opens. This dialog shows data that it captured from the
site. It captures all the fields it can, even if you did not enter data in those fields.
4
Make any changes that you want, then click OK.
The next time you access this website, make sure you are signed in to your
SecureAnywhere account. The Webroot icon appears at the end of the fields to indicate
that the login credentials are stored in the Password Manager. (For drop-down fields, the
icon is not shown.)
16
2: Storing and Using Passwords
Logging in to password-managed sites
After you define login credentials for a site, the Password Manager can automatically log in to the
site from a web browser on a computer or from the SecureWeb app on a mobile device.
Tip: You can add, edit, view, and delete login information as described in “Updating
password-managed site information” on page 22.
Logging in to sites from a browser
1
Make sure you are logged in to your SecureAnywhere account. (Click the Webroot icon in
your browser’s toolbar, then enter your SecureAnywhere user name and password.)
Internet Explorer:
2
Firefox:
You can log in to a site from the browser toolbar or by opening the website:
•
Toolbar. From the Webroot toolbar, click on the drop-down arrow to open the menu,
click on Sites, and select a password-managed site from the list.
•
Website. In your browser, open the website. The Password Manager remembers how
you defined the site. For example, if you specified auto-fill, it automatically enters the
login credentials for you. The Webroot icon appears at the end of the fields to indicate
that the login information is stored in the Password Manager. The user name and
password fields are automatically filled in, unless you selected Require Password
Reprompt in the Add Webroot Site dialog.
If you defined more than one login for a single website, the Password Manager
prompts you to select the desired login credentials. Click the AutoFill button to
display the different site names and select from one of them to fill in the fields.
2: Storing and Using Passwords
17
Logging in to sites from the Passwords page
1
Log in to my.webrootanywhere.com.
2
Click Go to Passwords.
The Passwords page looks similar to the following example. Your password-managed
sites appear in the Sites and Favorites tabs.
3
18
To open a site, double-click on the site name from the Sites tab or Favorites tab. You can
also select Open all Favorites from MyIdentity actions.
2: Storing and Using Passwords
Logging in to sites from an Android mobile device
1
From the Home panel of your Android phone or tablet, tap the SecureWeb icon:
.
Webroot’s SecureWeb browser opens.
2
Tap the Menu button on your Android device to display the password-management
buttons, as shown below.
3
After you create password-managed sites (as described in “Storing login credentials” on
page 12), you can use the SecureWeb browser to open those websites and automatically
populate login fields with your saved credentials.
Access password-managed sites in one of the following ways:
•
Open the website in the SecureWeb browser. If you specified auto-fill or auto-login
for the site, SecureWeb automatically fills in your login credentials. If you specified a
password reprompt or have several different credentials for the same site, tap AutoFill
from the menu to display a list of sites, then tap the desired site definition to populate
the fields.
•
Open the website from the SecureWeb Vault. Tap Vault from the menu to display
all your password-managed sites, then tap the site name from the Vault.
Tip: You can view your login credentials for that site by pressing and holding the site
name until View Site Details appears. Tap View Site Details to see a panel that shows
your login credentials and other information about the site definition.
2: Storing and Using Passwords
19
Logging in to sites from an Apple mobile device
1
From the Home panel of an iPhone, iPad, or iPod, tap the SecureWeb icon:
.
Webroot’s SecureWeb browser opens. The Webroot toolbar appears at the bottom of the
screen.
20
2
Log in to password management by tapping the key icon in the SecureWeb toolbar:
.
Enter the user name and password for your SecureAnywhere account. (If you are already
logged in, the icon displays a green checkmark instead of a red X.)
3
Tap the key icon again to open the Password sheet, shown in the following example.
2: Storing and Using Passwords
4
After you create password-managed sites (as described in “Storing login credentials” on
page 12), you can use the SecureWeb browser to open those websites and automatically
populate login fields with your saved credentials.
Access password-managed sites in one of the following ways:
•
Open the website from the Password sheet. Tap Sites. This list shows all your
password-managed sites, organized by groups (if you created groups). To load one of
the sites, tap the site name from the list. If you specified “auto-login” or “auto-fill” for
that site, SecureWeb fills in the fields.
•
Open the website in the SecureWeb browser. If you specified auto-fill or auto-login
for the site, SecureWeb automatically fills in your login credentials.
Generating a secure password
You can use the Password Manager to generate a strong, hack-resistant password for any website.
A strong password is difficult to guess and helps protect you from identity theft. You don’t need to
remember these automatically generated passwords. When you access this web page again, the
Password Manager automatically fills in the password field for you.
To use the password generator:
1
Make sure you are logged in to your SecureAnywhere account. (Click the Webroot icon in
your browser’s toolbar, then enter your SecureAnywhere user name and password.)
Internet Explorer:
2
Firefox:
Access a password-protected web page and click inside the password field.
The yellow Password Manager toolbar opens.
3
Click Generate from the toolbar. (If this toolbar doesn’t appear, click the drop-down
arrow next to the Webroot icon, then select Tools > Generate Secure Password.)
The Generate Secure Password dialog opens.
4
Click the Accept button to use the randomly generated password shown in the field. (If
you are not logged in or you are not accessing a web page with a password field, a Copy
button appears instead of the Accept button. Click Copy to copy the password to your
clipboard. You can then paste the password into a password field.)
2: Storing and Using Passwords
21
Once you click Accept, the new password is filled into the Password and Confirm
Password fields in your web page.
If you want a different password than the one shown, you have several options:
•
Click Generate to create another password, then click Accept. You can keep clicking
Generate until you are satisfied with the password displayed in the field.
•
Click in the Show Advanced Options checkbox to display more options for password
generation, select the items you want, then click Generate. You can keep clicking
Generate until you are satisfied with the password displayed in the field, then click
the Accept button.
Updating password-managed site information
You can modify site information from a web browser or from the Passwords page of your
SecureAnywhere account.
To edit password-managed sites:
22
1
Open a web browser.
2
You can either use the toolbar or the Passwords page:
•
Toolbar. Sign in to your SecureAnywhere account. Access the site you want to edit.
From the Webroot drop-down menu, select the site name at the bottom, then click
Edit.
•
Passwords page in your SecureAnywhere account. Log in to
my.webrootanywhere.com and click Go to Passwords. Locate the row for the site you
want to change, then click Edit.
2: Storing and Using Passwords
The Edit Site Information dialog opens, as shown below. (This dialog looks slightly
different if you loaded it from the Passwords page.) Depending on what information you
originally defined for the site, this dialog may display different fields.
3
Make any desired changes, as described in the following table.
Edit Site Information dialog
URL
The URL of the website’s login page, which should not be modified unless
the URL has changed.
Name
The site name.
Group
A group you defined and assigned to this site (if any).
User name
Your login name for the site.
Password
Your password for the site. Click Show if you want to see the actual password
characters.
Notes
Any extra information about this site, such as a PIN number for your ATM
machine at the bank.
Options
If desired, select any of the following:
• Favorite. Select this checkbox if you access this site frequently and want
to add it to your favorites list. You can then use the Open All Favorites
feature from the Passwords page.
• Require Password Reprompt. Click this checkbox if you don’t want your
password automatically filled in the field, and instead, want to manually
enter the password yourself. This setting also requires that you enter your
SecureAnywhere master password before editing the site information.
• Never AutoFill. Select this checkbox if you do not want the fields in the
website automatically filled when you access the site.
• AutoLogin. Select this checkbox if you want to bypass a password prompt
and go directly to the web page.
Fields/Edit Form
Fields
If this site includes fields that were captured with Save All Entered Data, the
fields appear in this form. (There may also be a link to Edit Form Fields.)
2: Storing and Using Passwords
23
24
2: Storing and Using Passwords
3: Using Form-Fill Profiles
You can use Webroot’s Password Manager to automatically populate web forms with personal
information that you commonly enter in fields, including your name, address, and credit card
information. For example, you may want to create a personal profile with all your contact
information, and also several different profiles for each credit card you use for Internet shopping.
Then you can use a personal profile to automatically fill in your name and address in the fields,
and another profile to automatically fill in your credit card information.
To use form-fill profiles, see the following topics:
•
“Creating form-fill profiles” on page 26
•
“Editing form-fill profiles” on page 28
•
“Populating fields with form-fill profiles” on page 29
3: Using Form-Fill Profiles
25
Creating form-fill profiles
Before you can populate web fields with personal information, you must first create a form-fill
profile. You can create a profile from the website browser or from the Passwords page of your
SecureAnywhere account.
To create a form-fill profile:
26
1
Open a web browser.
2
You can either use the toolbar or the Passwords page:
•
Toolbar. Sign in to your SecureAnywhere account. Access the site you want to edit.
From the Webroot drop-down menu, select Fill Forms, then Add Profile or Add
Credit Card.
•
Passwords page in your SecureAnywhere account. Log in to
my.webrootanywhere.com and click Go to Passwords. Click the Form Fill profiles
tab. Under MyIdentity actions, click Add Form Fill profile. Then select either Add
Full profile or Add Credit Card profile.
3: Using Form-Fill Profiles
The Edit Form Fill Profile dialog opens. (This dialog looks slightly different if you loaded
it from the Passwords page.) If you selected Add Credit Card, only the Credit Card
Information and Notes tabs appear in this dialog.
3
In the Profile Name field, enter a name that defines this profile, such as Personal Info or
My Visa.
4
Enter as much information as you want in each field. (Click on the tabs for Personal
Information, Contact Information, Credit Card Information, Bank Account
Information, Custom Fields, and Notes to move between panels.)
The Custom Fields tab can be used to create fields that aren’t listed in this Form Fill
dialog. In Text, enter the text from a field on a web page. In Value, enter the information
you want automatically filled into that field. (Multiple lines are allowed, but keep in mind
that multiple lines can only be filled into a multi-line text box, not a single-line text box.)
If you want to require a SecureAnywhere master password before editing the form-fill
information, click the checkbox for Require Password Reprompt.
5
When you’re done, click OK.
3: Using Form-Fill Profiles
27
Editing form-fill profiles
You can manage and access all your form-fill profiles from a browser or from the Passwords page
of your online SecureAnywhere account.
To edit form-fill profiles:
1
Open a web browser.
2
You can either use the toolbar or the Passwords page:
3
28
•
Toolbar. Sign in to your SecureAnywhere account. Access the site you want to edit.
From the Webroot drop-down menu, select Fill Forms, the name of the profile you
want to edit, then Edit.
•
Passwords page in your SecureAnywhere account. Log in to
my.webrootanywhere.com and click Go to Passwords. Click the Form Fill profiles
tab, then click Edit next to the profile you want to edit.
Edit the desired information, then save your changes.
3: Using Form-Fill Profiles
Populating fields with form-fill profiles
Once you define form-fill profiles, you can use them to populate your personal information into
web fields from a browser or from the SecureWeb app on a mobile device.
Using form-fills in a browser
1
Access a website that requires you to enter personal information into fields (name,
address, credit card, and so on).
The yellow Password Manager toolbar opens.
2
Click Fill Form and select the profile from the pop-up menu. (If you want to fill only
specific fields, use your mouse to highlight the fields before you select the form-fill
profile.) If this toolbar does not display, click the drop-down arrow next to the Webroot
icon in your browser’s toolbar, then select Fill Forms > profile name > Fill Form.
The Password Manager transfers any information that applies to the fields.
Using form-fills in an Android mobile device
1
From the Home panel of your Android phone or tablet, tap the SecureWeb icon:
2
Use the browser to open a website.
3
Tap the Menu button on your Android device to display the Password buttons.
4
Tap Fill Forms.
5
Select a form-fill profile to populate your personal data into the website fields.
3: Using Form-Fill Profiles
.
29
Using form-fills in an Apple mobile device
1
From the Home panel of an iPhone, iPad, or iPod, tap the SecureWeb icon:
.
Webroot’s SecureWeb browser opens. The Webroot toolbar appears at the bottom of the
screen.
30
2
Log in to password management by tapping the key icon in the SecureWeb toolbar:
.
Enter your user name and password for your SecureAnywhere account. (If you are already
logged in, the icon displays a green checkmark instead of a red X.)
3
Tap the key icon again to open the Password sheet, shown in the following example.
4
Tap Fill Forms.
5
Select a form-fill profile to populate your personal data into the website fields.
3: Using Form-Fill Profiles
4: Managing Passwords
You can manage and access all your login credentials from Webroot’s Password Manager toolbar,
which is installed on your Firefox and Internet Explorer browsers, and from the Passwords page,
which is part of your online SecureAnywhere account.
To manage your login credentials and modify Password Manager functions, see the following
topics:
•
“Using the Password Manager toolbar” on page 32
•
“Managing credentials in the Passwords page” on page 34
•
“Setting Password Manager preferences” on page 36
•
“Exporting user names and passwords” on page 38
4: Managing Passwords
31
Using the Password Manager toolbar
From the Password Manager toolbar, you can access sites, edit site information, and use tools for
password management.
To access the toolbar:
1
Open Internet Explorer or Firefox.
2
Log in to your SecureAnywhere account by clicking the Webroot icon in your browser’s
toolbar.
Internet Explorer:
32
Firefox:
3
In the dialog, enter your SecureAnywhere user name and password.
4
Click on the drop-down arrow to display the Passwords menu:
4: Managing Passwords
See the following table for a description of each command.
Password Manager tools
Logoff
Logs out of your Webroot SecureAnywhere account.
Recently Used
Click the arrow to access a list of password-managed sites that you recently visited.
Sites
Click the arrow to access a list of all password-managed sites that you defined,
organized by group. If you did not specify a group for a site, that group is listed
under “(none).” Sites allows you to save credentials while the website is loaded (the
Password Manager will save as much data as it can from the website fields currently
displayed).
Fill Forms
Click the arrow to access form-fill commands. You can use a form-fill profile to
populate fields in the currently displayed website, edit or delete a form-fill profile,
add a form-fill profile, and clear fields in a form.
Preferences
Opens the Preferences dialog for modifying the behavior of the Password Manager.
For more information, see “Setting Password Manager preferences” on page 36.
Help
Opens the Webroot SecureAnywhere Help website.
Tools
Click on Tools to access:
• Generate Secure Password. See “Generating a secure password” on page 21.
• Site Search. If you defined numerous password-managed sites, use this search
feature to find the site you need.
• Recheck Page. Some sites use Javascript or Ajax to dynamically show the login
form. If this is the case, you can click Recheck Page to properly fill in the saved
login fields.
• Refresh Sites. If you edited site information and the changes don’t appear
immediately, click Refresh Sites to force the changes.
• Import From. See “Importing passwords from other applications” on page 10.
• Export To. See “Exporting user names and passwords” on page 38.
• Print. Allows you to print your password-managed site information.
• Clear Local Cache. If you use the Password Manager from a public computer,
the encrypted data is stored on that computer. Select Clear Local Cache to
remove any files stored during your session.
• Add Site. See “Storing login credentials” on page 12.
Save All Entered
Data
Saves all the information entered in fields. See “Capturing other login fields” on
page 15.
(Current Site
Name)
Click the arrow to access Password Manager functions for the current website (only
appears if a password-managed site is currently displayed). Functions include autofilling fields in the website, copying your user name and password to paste in
another site, editing the site information, and deleting the site information.
4: Managing Passwords
33
Managing credentials in the Passwords page
The Passwords page allows you to view and organize all sites, edit site information, and delete old
sites you no longer use.
To manage credentials in the Passwords page:
1
Log in to my.webrootanywhere.com.
2
Click Go to Passwords.
The Passwords page looks similar to the following example.
34
4: Managing Passwords
The Passwords page includes the following tabs:
•
Sites. Edit, open, or delete previously defined password-managed sites and the groups you
created for them. (See “Storing login credentials” on page 12.)
•
Favorites. View, edit, and delete sites in your Favorites list. You can select Favorites when
you create password-managed sites.
•
Form Fill profiles. View, edit, and delete form-fill profiles. (See “Creating form-fill
profiles” on page 26.)
•
Passwords. View, edit, and delete generated passwords. (See “Generating a secure
password” on page 21.)
The icons in these panels indicate if the site has an associated note ( ), is a Favorite ( ), requires
a password reprompt ( ), or will auto-login ( ). Click Edit next to a site name to add a note and
to designate a Favorite, password reprompt, or auto-login.
On the right side of the Passwords page, the MyIdentity Actions panel includes several options for
adding sites, groups, form-fill profiles, and other management tasks:
See the following table for a description of each command.
MyIdentity actions panel
Add site
Define login information for a password-managed site. For instructions, see
“Storing login credentials” on page 12.
Add group
Define a group for password-managed sites. Groups help you organize all sites into
categories for easier viewing.
Tip: To assign an existing site to this new group, select Edit in the row for the site
and select the group from the drop-down field.
Add a Form Fill
profile
Define a profile for automatic form-fill. A profile includes such personal
information as your name, address, and credit card numbers for populating fields in
website forms.
This feature saves you from manually typing your personal data into web forms
every time you make an online purchase, complete a survey, and so on.
For instructions, see “Creating form-fill profiles” on page 26.
Open all Favorites
Open sites that you specified as Favorites. All the sites open at once in separate tabs
of your web browser, which can be convenient if you use the Passwords page as
your browser’s home page.
View deleted items View and recover any groups or sites you previously deleted.
4: Managing Passwords
35
MyIdentity actions panel (continued)
View history
View a list of tasks you performed with the Password Manager.
View Never list
Suppress the toolbar prompts for specific websites. In the dialog, select the type of
prompts to suppress and enter the websites where you do not want to see those
prompts.
Install
Bookmarklets
Create Bookmarklets, which help you access data if you are traveling, have a mobile
browser, or are not using Internet Explorer or Firefox. For instructions, see “Using
other browsers” on page 9.
Import data
Import data from another password-management application. For instructions, see
“Importing passwords from other applications” on page 10.
Export data
Copy your user names and passwords into an Excel spreadsheet. For instructions,
see “Exporting user names and passwords” on page 38.
Setting Password Manager preferences
You can set several preferences for the Password Manager, such as how notifications appear and
what hotkeys you can use for shortcuts to tasks.
To set Password Manager preferences:
1
Make sure you are logged in to your SecureAnywhere account. (Click the Webroot icon in
your browser’s toolbar, then enter your SecureAnywhere user name and password.)
Internet Explorer:
2
Firefox:
From the Webroot drop-down menu, click Preferences.
The following dialog opens.
36
4: Managing Passwords
3
Change the preferences as described in the following table. When you’re done, click OK.
Password Manager preferences
General
Select whether you want to:
• Disable Insecure (IE or Firefox) Password Manager. When selected,
the Password Manager does not prompt you to save passwords.
• Open New Pages in... Select the current tab, Tabs, or new Windows.
• Highlight Input boxes. When selected, the Password Manager displays
fields in a different color.
• Automatically Fill Login Information. When selected, the Password
Manager fills in login fields with your user name and password.
• Default Form Fill Profile. Select the form-fill profile you want to use
automatically and select the checkbox if you do not want to overwrite
fields that are already filled.
Notifications
Select Notifications in the left panel, then click in the checkboxes for each
type of notification you want the Password Manager to open.
Hotkeys
Select Hotkeys in the left panel, then enter key combinations you want to use
for common Password Manager tasks.
Advanced
Select Advanced in the left panel, then select any of these advanced
functions:
• Enter the number of seconds to automatically log in to sites.
• Display a warning before filling insecure forms.
• Allow websites to disable AutoFill (keep the rule for AutoComplete=off).
• Select the number of minutes until the Clipboard is cleared after use.
• Open a login dialog when you start the browser.
• Create new form-fill profiles automatically.
• Change the language displayed in all dialog boxes, menus, and prompts.
(You must restart the browser.)
4: Managing Passwords
37
Exporting user names and passwords
You can use the Export feature to transfer all your Password Manager data into an HTML file,
XML file, or a CSV file that can be imported into Microsoft Excel. The Export function is
available from the Passwords page or from the Webroot drop-down menu in a browser.
Exporting data from a browser
1
Make sure you are logged in to your SecureAnywhere account. (Click the Webroot icon in
your browser’s toolbar, then enter your SecureAnywhere user name and password.)
Internet Explorer:
Firefox:
2
From the Webroot drop-down menu, click Tools, then Export To.
3
Select one of the export options.
A dialog opens that asks for your SecureAnywhere master password.
4
Enter your SecureAnywhere account password and click Sign In.
If you selected Webroot CSV File or Webroot Encrypted File, you are prompted for a file
name and a directory to store that file. If you selected a browser, our password data will be
exported into the browser’s built-in password manager.
Exporting data from the Passwords page
1
Log in to my.webrootanywhere.com and click Go to Passwords.
2
Under MyIdentity actions, click Export data.
3
From the dialog, enter your SecureAnywhere master password and click OK.
The Export Data dialog opens, similar to the following example. In this dialog, you can
see all the information for your sites, passwords, and form-fill profiles.
38
4: Managing Passwords
4
Click Save to File or Send to Printer.
•
If you are saving a file, another dialog opens that allows you to select a file format,
then click Export Data.
•
If you are printing the data, your data is saved to an HTML page and another dialog
opens where you can select a printer and click OK.
4: Managing Passwords
39
40
4: Managing Passwords
Index
A
Add Webroot Site dialog 12
Android app
accessing passwords from 7
logging in to sites 19
using form-fill 29
Apple app
accessing passwords from 7
logging in to sites 20
using form-fill 30
AutoLogin option 13
Automatically fill option 15
Automatically log in option 15
B
Bookmarklets, installing and using 9
browsers, using other types of browsers with
Passwords 9
C
Clear Local Cache option 33
clipboard, clearing 37
configuring the Password Manager 3
creating a SecureAnywhere account 4
D
delete sites 35
deleted items, recovering 35
Download and Install button 3
E
exporting passwords to spreadsheet 38
F
Favorites list 35
Fill Forms command in toolbar 33
Firefox, disabling its password manager 37
form-fill profiles
creating 26
editing 28
using 29
using a default 37
viewing 35
G
Generate Secure Password command 21
groups, creating and editing 35
Index
H
history of commands, viewing 36
hotkeys, assigning 37
I
icon in browser toolbar 4
importing passwords from other applications 10
Install Bookmarklets command 9
installing the Password Manager 3
Internet Explorer, disabling its password manager 37
L
logging in to sites 17
logging out of Password Manager 33
login credentials
accessing 5
capturing other types of fields 15
defining site information 12
logging in automatically 17
updating 22
M
Make this a Favorite option 13
Manage My Identity button 4
mobile apps
See SecureWeb app
MyIdentity actions menu 35
N
Never list option 36
notifications 37
P
password applications, importing passwords from other
applications 10
passwords
accessing 5
cutting and pasting 33
defining site information 12
generating secure credentials 21
logging in automatically 17
viewing in online account 35
Passwords page 34
Passwords toolbar 32
preferences, setting 36
print passwords 33
prompts, suppressing 36
41
R
Recheck Page command 33
Refresh Sites command 33
Reprompt for Password option 15
Require Password Reprompt option 13
S
Save All Entered Data command 15
Save Site button 12
SecureAnywhere account, creating 4
SecureWeb app
downloading and installing 4
logging in to sites from Android 19
logging in to sites from Apple device 20
using form-fill in Android devices 29
using form-fill in Apple devices 30
Set Up Account Now button 4
shortcut keys, assigning 37
Show in Favorites option 15
42
site definitions
accessing 5
creating 12
updating 22
using to log in 17
Site Search command 33
Sites command in toolbar 33
spreadsheet, exporting password data 38
T
toolbar for Passwords 4
toolbar prompts, suppressing 36
Tools for Password Manager 33
V
View history option 36
View Never List option 36
W
Webroot toolbar 4
Index
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