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Team Password - Add Server

The screen used to manage the passwords created by employees and customers is of the Server type

Add Server

  • Step 1. At the Server tab -> click Add button 

  • Step 2. In the Add server page, fill in the requested details: 

    1. Enter the Name
    2. Select the Category
    3. Enter the Host
    4. Enter the Port
    5. Enter the User name
    6. Enter the Password
    7. Select the Relate to: Contract or Project 
    8. Enter the Notice 
    9. Select Attachments: used to attach the file, the shared client or employee can read this attachment.
    10. Add custom field
    11. Enable log: used to allow the system to save the history of accessing this password and display it on the General information screen of the View function.

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