Security and access

1. Go to Security and click Activar el segundo factor (turn on the second factor).
2. Scan the QR code with a code app (Google Authenticator, Microsoft Authenticator, 1Password, Authy… any works). If you cannot scan, type the key shown below it by hand.
3. Type the six-digit code the app shows and click Activar (Turn on).
4. You are shown eight backup codes. This is the only time they appear. Click Copiar los ocho (Copy all eight) or print them, and keep them where you keep important things.

Turning it on signs out any other sessions you had open (the computer you left on, an old phone). Yours stays open.

Each backup code works only once, and with any of them you can sign in if you lose your phone. In Security you can see how many you have left. When few remain, click Generar códigos nuevos (Generate new codes): the old ones stop working.

In Security, click Quitar el segundo factor (Remove the second factor) and confirm. You will sign in with just your password again. It is better to leave it on.

1. Go to Passwords. The first time, it asks you to create your space.
2. Type a Contraseña maestra (Master password) of at least 12 characters and repeat it in Otra vez (Again).
3. Click the Crear mi… (Create my…) button, which carries the name of the screen.
4. A 32-character recovery code appears, titled «Apunta este código. No se vuelve a enseñar.» (Write this code down. It is never shown again.). Copy it, print it or write it by hand.
5. Click Lo he apuntado (I have written it down). You cannot continue until you do: this is on purpose.

That code is the only way back in if you forget the master password. We have no copy and cannot show it to you again.

1. Type Tu contraseña maestra (Your master password).
2. Click Abrir (Open) or press Enter.

Your passwords lock themselves after 10 minutes without any activity. You can also click the Bloquear… (Lock…) button, top right, when you finish.

1. Click Añadir (Add).
2. Fill in Qué es (What it is), Dirección web (Web address), Usuario (Username) and Contraseña (Password). If you want a new, secure one, click Generar (Generate).
3. In Notas (Notes) you can write whatever is needed (security questions, customer numbers…).
4. Carpeta (Folder, for example "Banks, suppliers…") and Caduca el (opcional) (Expires on, optional) help you sort entries and remember to renew them. Note: these two fields are saved unencrypted, so do not put anything secret in them.
5. Click Guardar (Save).

• Type the name, username or website in Buscar… (Search…).
• Ver (View) shows the password and notes; Ocultar (Hide) covers them.
• Copiar (Copy) puts it on the clipboard, and it clears itself after 30 seconds.
• Editar (Edit) and Borrar (Delete) change or remove the entry. Deleting cannot be undone.

If your permission is "use without seeing the password", you do not see the text but you can copy it to paste where you need it.

1. In your previous manager, export the passwords as a CSV file.
2. Click Importar (Import) and choose the file. The file is not uploaded anywhere: it is read and encrypted in your browser.
3. Confirm how many will be added. You will see "Importadas X de Y" (Imported X of Y).
4. Delete the exported file: it contains your passwords in plain text.

The group owner sees this part, below the list, under «Quién entra a este grupo» (Who has access to this group).

1. In Dar acceso a (Give access to), choose someone from your team. If their email says «aún sin…» (not yet set up), that person must first open this screen and create their own master password.
2. In Puede (They can), choose consultar (view), usar sin ver la contraseña (use without seeing the password) or editar (edit).
3. Click Dar acceso (Give access).
4. To remove it, click Quitar (Remove) next to their email. What that person has already seen may have been copied: if they are leaving, change those passwords.

Further down, Últimos accesos (Latest access) tells you who viewed or copied what, and when.

1. On the sign-in screen click He olvidado mi contraseña maestra (I have forgotten my master password).
2. Paste your Clave de recuperación (Recovery key), the 32 characters you wrote down (no letter O and no number 0).
3. Type a Nueva maestra (New master password) of at least 12 characters and repeat it in Otra vez.
4. Click Recuperar mi acceso (Recover my access). Your passwords and who you share them with are kept.

If you do not have the recovery code either, there is no way to open them.

1. Open Passwords and scroll to «La extensión del navegador» (The browser extension).
2. Install the extension in Chrome with the link shown.
3. Click Conectar un navegador (Connect a browser) and give it a name so you can recognise it (for example "My computer").
4. Copy the key that appears and paste it into the extension. It is never shown again: if you lose it, create another and revoke the old one.
5. To remove a browser, click Revocar (Revoke) on its row.

The key alone opens nothing: the extension will still ask for your master password.

The API lets Zapier, Make or another program create contacts, tag them, fill in your fields and create tasks in your CRM. Only the account owner manages it.

1. Go to API.
2. In the box «Para qué es (p. ej. Zapier)» (What it is for, e.g. Zapier), type what you want it for.
3. Click Crear clave (Create key).
4. Copy the key that appears with Copiar (Copy). You will not see it again: keep it like a password. Once it is saved, click Ya la he guardado (I have saved it).
5. Paste the key into the program you are connecting. Below the list, the screen itself includes a usage guide with examples for whoever sets it up.

If you want your CRM to notify another tool when something happens, see the «Avisar a otra herramienta» action in Automations.

1. Under Tus claves (Your keys), find the one you want to remove. You can see when it was created and last used.
2. Click Revocar (Revoke) and confirm. Anything using that key stops working immediately.

If a key has leaked, revoke it and create another.

The signature goes at the end of the emails sent in your company's name: the ones you send from the panel, the ones KOR sends, and your quotes and invoices. Only the account owner changes it.

1. Go to Email signature.
2. Write your signature in Tu firma (Your signature), up to 600 characters. For example: Ana Ejemplo / Director · My Company / 600 000 000 · www.yourcompany.com
3. If your company has a logo saved, tick Poner mi logo encima (Put my logo on top).
4. Leave Usar esta firma en los correos (Use this signature in emails) ticked.
5. Check Así se verá (This is how it will look) on the right and click Guardar firma (Save signature).

Untick Usar esta firma en los correos and save. Emails go out without a signature and your text is kept. In the preview you will see «Firma apagada» (Signature off).

If our team has prepared a designed signature for you, you see it on the right and the box on the left is renamed Versión en texto (Text version): it is only used in plain emails. To change the design, write to our support team.