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Explore your safe using the desktop app

When you first log in to the Bravura Safe desktop application, the My Safe view displays filtered items in the middle panel for the ALL SAFES > ALL items filters (selected from the left panel). These include items owned by all Teams you are a member of.

Windows:

safe_desktop_windows_mysafe_explore

macOS:

safe_desktop_mac_allitems_info

From your desktop app you can:

  • Use the various filters in the left panel to change the resulting list of items in the middle panel. Read more about filters.

  • Select a filtered item from the middle panel to view or edit item details in the right panel.

  • Explore menu options and shortcut keys (Windows) OR Explore menu options and shortcut keys (macOS)

    • Including: Sync, general Settings/Preferences, Lock, Log out, Copy credentials, Password Generator and history, Account settings, Help (online product documentation), and access to the Web safe.

  • Search for or add items in: safe (all), My Safe (personal), Team safe, favorites, trash, types, folders, and collections.

  • Access the Share view to share sensitive information.

Filters

Filters include:

  • ALL SAFES - all Team safe (shared) items to which you have been granted access + personal My Safe items

  • My safe - personal (unshared) items not belonging to a Team

  • <Team name> - shared items belonging to the selected Team safe to which you have been granted access

  • All items - all items in the selected Team safe to which you have been granted access or all My Safe items

  • Favorites - items to which you have been granted access with the Favorite option selected

  • Trash - items that have been deleted (but not yet permanently deleted)

  • TYPES (Login, Card, Identity, Secure note) - all items of the selected type to which you have been granted access

  • FOLDERS - items stored in the selected personal folder

  • COLLECTIONS - for the filtered Team safe, all items in the selected Collection to which you have been granted access

Explore menu options and shortcut keys (Windows)

The Bravura Safe desktop application for Windows provides additional navigation to many product features via a menu. Commonly-used options are accompanied by shortcut keys. See options below:

File menu

safe_desktop_windows_file_menu

Edit menu

safe_desktop_windows_edit_menu

View menu

safe_desktop_windows_view_menu

Account menu

safe_desktop_windows_account_menu

Window menu

safe_desktop_windows_window_menu

Help menu

safe_desktop_windows_help_menu

  • Select Help and feedback to open online product documentation for Bravura Safe in your default browser.

  • Select Go to web safe to open the Bravura Safe web application in your default browser.

  • Select About Bravura Safe to view the current product version and other related details.

Explore menu options and shortcut keys (macOS)

The Bravura Safe desktop application for macOS provides additional navigation to many product features via a menu. Commonly-used options are accompanied by shortcut keys. See options below:

Bravura Safe menu

safe_desktop_mac_menu_bravurasafe

File menu

safe_desktop_mac_menu_file

Edit menu

safe_desktop_mac_menu_edit

View menu

safe_desktop_mac_menu_view

Account menu

safe_desktop_mac_menu_account

Window menu

safe_desktop_mac_menu_window

Help menu

safe_desktop_mac_menu_help

  • Select Help and feedback to open online product documentation for Bravura Safe in your default browser.

  • Select Legal to access Bravura Safe Terms of Service and Privacy Policy .

  • Select Go to web safe to open the Bravura Safe web application in your default browser.

  • Select About Bravura Safe to view the current product version and other related details.

Search your safe using the desktop app

Search your safe using the Search <filter name> field at the top of the screen.

To quickly move your cursor to the Search <filter name> field, select View > Search safe from the menu or press the [Ctrl + F] keys on your keyboard.

safe_desktop_windows_search

You can search as follows:

  • Search items in a selected filter from the left panel.

    The Search field name will update to show the selected filter; for example, Search my safe, Search favorites, Search type, Search folder, Search collection, etc.

  • Perform a basic search (name, username, URL, etc.).

  • Perform a full-text search of indexed fields (automatically includes leading and trailing wildcards).

  • Search specific fields by starting query with ">"; for example, >login.username:bonnil will search for login items with bonnil as the username. A wildcard (*) can also be used.

Indexed fields:

  • shortid (first 8 characters of item ID)

  • organizationid (Team ID)

  • name (item name)

  • subtitle (login username , card brand or last four digits of the number , or identity name)

  • notes (full-word match or use wildcard)

  • fields (field name or value; text only)

  • attachments (filename)

  • login.username

  • login.uris (hostname)

Advanced query options:

  • Use a + (must contain) or - (must not contain) prefix to search for term presence.

  • Use a tilde (~) prefix combined with an edit distance integer for fuzzy matching.

Create or edit a folder using the desktop app

  1. Open the Bravura Safe desktop application to the My safe view.

  2. Click the Add folder safe_plus_icon icon next to FOLDERS in the left panel.

    safe_desktop_add_folder

    Alternatively, select File > New folder from the menu.

    An ADD FOLDER pop-up appears:

    safe_desktop_add_folder_popup

  3. In the Name field, add a descriptive name for the folder.

    See also Nested folders.

  4. Click Save safe_desktop_icon_save.

    Once created, you can select the folder and click safe_edit_icon (Edit folder) to rename or delete a folder at any time.

Add an item using the desktop app

To create a new item:

  1. Open the Bravura Safe desktop application to the My Safe view.

    safe_desktop_windows_allsafes_allitems

  2. Click Add item (+) at the bottom of the middle panel.

    Note

    Alternatively, select from the menu File > New login (to add a login item) or File > New item > [item type].

    An ADD ITEM dialog will be displayed in the right panel. Fields will vary based on the selected item type.

    safe_desktop_windows_allsafes_allitems_additem

  3. If not specified already (via the menu), select the item Type from the drop-down.

  4. Enter a Name for the item.

    Names help you identify items in your safe; for example, "My X Account Login" or "My X Credit Card".

  5. Enter basic item information according to the selected item type:

    • Login - Username, Password, Authenticator key (TOTP), URL (the URL of the website)

      safe_desktop_windows_additem_login

    • Card - Cardholder name, Number, Brand, Expiration month/year, Security code

      safe_desktop_windows_additem_card

    • Identity - Title, First/Middle/Last name, Username, Company, SSN, Passport number, License number, Email, Phone, Address, City/Town, State/Province, Zip/Postal code, Country

      safe_desktop_windows_additem_identity

    • Secure note - see below; use the NOTES field

      safe_desktop_windows_additem_securenote

  6. Enter common item information (all types):

    safe_desktop_windows_additem_common

    1. (Optional) Select an existing Folder to which you want to add the item.

      Note

      To add a new folder, see Create a folder. Folders are personal; seen only by you.

    2. (Optional) To add the item to your favorites, select Favorite.

      Favorites appear in the middle panel when the Favorites filter is selected.

    3. (Optional) For extra security (requiring your master password to access or auto-fill the item), select Master password re-prompt.

      Caution

      The master password re-prompt is not an encryption mechanism; rather, it serves as an additional safeguard for the interface. Always lock your safe when unattended or on a shared workstation.

    4. (Optional) Add any important NOTES to store securely with the item.

    5. (Optional) Add CUSTOM FIELDS by selecting a field type from the drop-down, clicking + New custom field and giving the field a Name (Boolean) or Name and Value (Text, Hidden). See Custom fields for more information.

      safe_desktop_windows_additem_customfields_dd

    6. Specify OWNERSHIP of the item by selecting from the Who owns this item? drop-down.

      safe_desktop_windows_additem_ownership_dd

      The item creator (you) is the default selection. If a Team is selected, scroll down to view and select at least one Team Collection to which you want to share the item.

  7. Click Save to finish.

    ITEM INFORMATION will appear on the right.

Generate a password or passphrase using the desktop app

This topic covers the general use of the Bravura Safe Generator. To generate a new password for a specific saved login item, see Generate a stronger item password using the desktop app.

To configure settings and generate a password or passphrase:

  1. Open the Bravura Safe desktop application.

  2. Select View > Generator from the menu.

    Alternatively, press the [Ctrl + G] keys on your keyboard.

    The GENERATOR dialog appears.

    safe_desktop_windows_generator_password

  3. Choose Password from the What would you like to generate? options (default selection).

    Note

    With Password chosen, the information message at the top of the GENERATOR indicates that one or more Teams of which you are a member have a Password policy that affects the settings available under OPTIONS. Settings enforced by the Team Password policy are grayed out and cannot be modified.

  4. Click to expand OPTIONS.

  5. Choose Password or Passphrase for the Password type option (both sets of OPTIONS shown below).

    Password options:

    safe_desktop_windows_generator_password_options

    Passphrase options:

    safe_desktop_windows_generator_passphrase_options

  6. Select or enter the password or passphrase criteria as required.

    The generated password/passphrase at the top of the GENERATOR updates dynamically with each change.

  7. Click Regenerate password/passphrase safe_desktop_windows_icon_regenerate to generate a different password/passphrase based on the selected criteria.

  8. Click Copy safe_desktop_windows_icon_copy to copy the password/passphrase to your local device clipboard.

  9. Click Close to close the GENERATOR dialog.

See also

View and copy Generator password history (desktop app)

In this section: