How to Use Quick Access

CE

Pro

Cloud

Quick Access is the small window that opens from the passbolt icon of your browser toolbar. Everything you do most often is there: finding a password, copying it, filling the form of the page you are on, saving a new credential. You can even sign in from it, so a normal day never requires opening the passbolt tab at all.

Open it

Click the passbolt icon in your browser toolbar.

Alt+Shift+P does something else

That shortcut opens the passbolt web application in a new tab, it does not open Quick Access. No keyboard shortcut opens the popup out of the box, but your browser can provide one: assign it in the shortcut manager of Firefox, or on the chrome://extensions/shortcuts page of Chrome.

If your session has expired, the popup shows its own sign in screen, with your Username and Passphrase, and a Remember until I log out. option. When your organisation uses single sign-on, Sign in with Single Sign-On. is offered there too, with Sign in with my passphrase. as the way back.

The home screen

fig. Quick Access, opened on a page with matching credentials

The popup opens on two sections:

• Suggested, the credentials that match the page you are on. When there is none, it says so: "No passwords found for the current page. You can use the search."
• Browse, with three ways in: Filters, Groups and Tags.

A search field sits at the top, and Create new at the bottom of the screen. A search that finds nothing answers "No result match your search. Try with another search term."

Use a credential

Select a credential to open its details.

fig. A credential in Quick Access

• Use on this page is the main button, at the bottom. It fills the form of the current tab, which is the same autofill described in using autofill and the in-form menu.
• Copy to clipboard copies the field you point at, whether that is the Username, the Password or the TOTP.
• View reveals a hidden value in the popup instead of copying it.
• Open in new window opens the address of the resource in a new tab.
• Edit in passbolt takes you to the resource in the web application, since the popup does not edit.
• Additional URIs appears when the resource has more than one address.

You may be asked for your passphrase before a secret is revealed or copied, depending on how long ago you signed in.

The timer after a copy is a feature

Once you copy a secret, a countdown appears next to the field. It is not a progress indicator: it shows how long the value stays in your clipboard before passbolt empties it, so that a password does not sit there for the rest of the day. Paste before it runs out, or copy again.

Create or save a password

Create new, at the bottom of any screen, opens Create password, with four fields: Name, URL, Username and Password. A name and a password are mandatory. Save creates the resource, Cancel drops it.

Two buttons sit next to the password field:

• Generate puts a random value straight into the field.
• Open generator switches to the Generate password screen, where Generate draws a new value, Copy puts it in your clipboard, and Apply brings it back to the form.

The generator does not look the same everywhere

In the web application, the generator is a foldable section of the resource form, and the value lands in the field as you change the settings. In the popup it is a screen of its own, with its own Apply button. The password generator page describes the settings themselves.

When you submit a login form on a website, passbolt offers to save what you typed, and that offer also lands in this popup, on a screen titled "Would you like to save this credential ?". The same four fields are already filled in from the page, so you only have to check them, most often to replace the page title by something shorter, and click Save.

Browse and filter

Filters opens a screen listing four of them: Favorites, Items I own, Recently modified and Shared with me. Groups and Tags are reached directly from the home screen instead.

The popup and the web application do not offer the same filters, and one of them even goes by two names:

Quick Access	Passwords workspace
Favorites	Starred
Items I own	Items I own
Shared with me	Shared with me
Recently modified	not available
Groups	not available
Tags	Tags
not available	All items, Private, Expired

So the popup is the only place where you can list your recently modified passwords, or browse by group, while the workspace is the only one with Private and Expired. What the workspace does offer is described in searching, filtering and sorting your passwords.