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Set up your Bravura Safe account

This topic shows you how to create an account in order to join an Enterprise Team in Bravura Safe . If your organization has connected Bravura Safe with single-sign-on (SSO) authentication, go to Joining a Team with SSO.

Setting up a Bravura Safe account manually follows a secure and simple three-part protocol:

  1. Invite - An Enterprise Team owner/administrator invites you to join an Enterprise Team.

  2. Accept - You accept the join invitation and create your Bravura Safe account.

  3. Confirm - The Enterprise Team owner/administrator confirms your membership.

    Note

    After you have created your account and joined your initial Enterprise Team, owners or admins of a regular Teams can invite you to join their departmental Team to access shared collections and items; in this case, you will simply log in to your existing Bravura Safe account to confirm your membership.

    Note

    Once your account has been created using the web interface and confirmed by a Team owner/admin, you can then log in using a different (installed) Bravura Safe client if desired (i.e. browser extension, desktop, mobile). If a different Bravura Safe client is used, you must first configure and save the correct instance Server URL (if it has not already been pre-populated by the product administrator). See the following:

Receive an invitation

If you are a new Bravura Safe user and have not received an invitation, contact the admin or owner of a Team and request an invite to join.

Accept and create your account

Open the email sent by the Bravura Safe Team administrator/owner to create your account:

Note

Note the expiry date and time in the email (example below).

safe_invitation

  1. In the invitation email, click Join Team Now.

    This launches the Bravura Safe web interface, which you must use for initial account creation.

    safe_joining.png

  2. Click Create account.

    safe_create_account

  3. Populate all required fields.

    Bravura Safe assesses the strength of your master password as you enter it; indicating Weak, Good, Strong, etc. (specified by the Team owner/admin). Use a strong and memorable but complex master password using letters (upper/lower case), numbers and special characters.

    safe_create_acct_pwd_strength

  4. Click Create account.

    Bravura Safe checks your master password against any known breaches. If an exposed password is detected, the following pop-up appears:

    safe_create_acct_pwd_weak_exposed

    If you see this warning, click No to return and enter a stronger master password.

    A Log in... page appears along with the following message: Your new account has been created! You may now log in.

    Note

    You must proceed to log in using the Bravura Safe web interface in order to accept the invitation.

    safe_create_acct_login

    You will receive a Welcome email.

  5. Log in to Bravura Safe to accept the invitation:

    1. Your Email address is entered for you.

    2. Click Continue.

      safe_create_acct_login2

    3. Enter your Master password.

    4. Click Log in with master password.

    Note

    You will not yet have access to the Enterprise Team or its shared Collections and items. The Enterprise Team owner/admin must first confirm your membership. This process is the same for regular Teams.

Receive confirmation and access the Team

The Enterprise Team owner/admin receives an email and must confirm your membership. This is an important part of the invite > accept > confirm protocol.

Once the owner/admin has confirmed your membership, you will receive an email confirmation; "You Have Been Confirmed To <Enterprise Team name>". You can then log in and use Bravura Safe to access the Enterprise Team and its shared Collections and items (typically not many; global company policies, etc.). See Get started with Bravura Safe web interface .

The web interface displays the My Safe view with the All items filter applied. Any Collections and Items being shared with you by the Enterprise Team will now appear in your Bravura Safe.

The above process (invite > accept > confirm) will be repeated when the owner/admin of a regular (e.g. departmental) Team invites you to join their Team to access shared Collections and items; in this case, you will simply log in to your existing Bravura Safe account to accept the invitation.

Welcome email

After successfully creating your Bravura Safe account, you will receive a "Welcome to Bravura Safe!" email.

safe_create_acct_welcome_email
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