mSecure Support

Knowledge Base Forums Submit a ticket

Getting started with mSecure for Windows

If you’re new to mSecure, learn how to use the Windows app to manage your passwords, credit cards, secure notes, and more.


Launch mSecure 5

  1. Click the Start Menu
  2. Look for and click on mSecure - Password Manger and Digital Wallet


Alternatively you can Pin the icon to either the Start menu or Taskbar to launch the app in less time.


Lastly, you can click and hold the icon from the Start menu and drag it to your Desktop or other folder in order to create a shortcut you can use to launch the app from wherever you'd like.



Create and manage your items

When you open mSecure, you’ll see a list of all your items, like your passwords and credit cards. Select an record to see its details.


Create a record

To add an item to mSecure, click the plus “Add Item” button to create select the type of record to create. Enter the details and click the check mark to save.


Edit a record

To edit an item, double click a record, or click the edit icon (pencil icon). When you’re done making changes, click the checkmark to save.


Multi-select

Multiple ways to select records:

  • Select a record, hold shift, and click another record to select multiple records
  • Click a record, hold CRTL, and select multiple records
  • Click the Select icon  and select multiple records
  • Click CTRL+a to select all record

When multiple records are selected you can mark the selected records as favorites, change their icon, group, or delete the records.


Quickly search, access, and sort items

mSecure comes with 3 icons next to the search bar to make organizing and viewing your information quick and easy.


Search mSecure

Searching is the fastest way to find what you need in mSecure and mSecure starts with the focus on the search bar.

To search in mSecure, use the search field above the list of items.


Organize with favorites and show/hide sensitive fields

  1. Quickly view/hide sensitive information using the show/hide icon.
  2. Easily access your most important records by marking your favorite records and selecting the Favorites icon in mSecure.


Quick Alpha Selector

You can quickly jump through your list of records by enabling our Quick Alpha Select option.

  1. Click the "More" options icon
  2. Click "Show Groups"
  3. Click on the headers to quickly jump through all of your information


Sort records

mSecure allows you to sort items by Group, Type, Name, and Date. Your sort selection will follow you with the groups filters.


Filter All Items and the main record types

mSecure has 3 main record types easily accesible at all times along with All Items and Recent items to make accessing your information as easy as possible.

  1. All Items – Use thise to view all of your items
  2. Recents – View recent items in
  3. Logins – View all Login items
  4. Credit Cards – View all Credit Cards
  5. Secure Notes – View all Secure Notes


Filter between Groups

mSecure comes with 3 built-in groups. By default mSecure starts with Personal, Business, and Unassigned groups. When you create a record, it will added as an unassigned group by default. However, you are free to change the group when creating or editing a record. You can also create new groups by going going into the mSecure settings (Click the gear icon on the bottom left area), clicking Groups, and selecting Add. There, you can give your group a name and select an icon.


Note: Groups will only be listed in the filter is they are associated with records.



Filter between Types

mSecure comes with 22 built-in record types or categories to meet most of your needs. However, mSecure also allows you to create new types of records and you also edit items in-line. You also do not have to use or keep all the records mSecure comes with. You are free to edit all the built-in records and delete the ones that you do not want. The only permanent non deletable record types are Logins, Credit Cards, and Secure Notes.


You can access all the different record types you have saved in mSecure by clicking on the Other Types option. You can create or edit types by going into the mSecure settings, clicking Types, and either selecting an existing type to edit or create a new new type.


Note: Types will only be listed in the filter is they are associated with records.


Deleted items

When you delete an record in mSecure, mSecure will move the record into the Deleted Items area. From there, you’ll be able to recover deleted records or permanently delete the record(s).


Other Options

Collapse Navigation Menu

You can collapse/expand our left menu area. To do so, click the menu icon on the top left corner of mSecure:


Hide details section

When the mSecure window is small, mSecure will show only the main view or details section. When in this view, you can click on a record to view it's details, and click the "<-" back arrow to go back to the main view afterwards.


Lock mSecure

Click the Lock icon to lock mSecure. mSecure Auto-Locks after 10 minutes of inactivity. However, you can change the Auto-Lock setting by going into the mSecure settings, selecting Security and changing the Auto-Lock setting to your preference.



Settings

To access the settings, click the gear icon on the button left corner.

In the settings you’ll be able to change settings, view account information, edit/create groups and types, and create backups among other things.





Did you find it helpful? Yes No

Can you please tell us how we can improve this article?