URLs & accounts

In simple words

URLs & accounts is part of SelfRun CyberVault. Links and online accounts. This guide takes you through it in 8 short steps.

Where it fits in your work — Store. Add credentials, documents, URLs and notes to the company or a client vault.

Before you start

• You need to be signed in to your company's workspace. SelfRun CyberVault appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• URLs & accounts belongs to Vaults in SelfRun CyberVault. Links and online accounts.

Step by step

1. 1

   Step 1

   Open SelfRun CyberVault

   Sign in and open the SelfRun CyberVault product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “URLs & Accounts”

   In the left menu, click “URLs & Accounts”. The “URLs & Accounts” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Name, URL, account…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Ownership
   • Client
   • Type
   • Expiry
   • Status
5. 5

   Step 5

   Read the list

   Each row shows:

   • Name
   • Belongs to
   • URL
   • Account
   • Credential
   • Expiry
   • Actions
6. 6

   Step 6

   Add a new one

   Click “Add URL / account” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Apply
8. 8

   Step 8

   Done

   Links and online accounts.

Tips

• You can use more than one filter together (Ownership, Client, Type) to see exactly the records you want.
• The search box accepts: Name, URL, account…. Start typing and the list narrows down.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open SelfRun CyberVault → Open “URLs & Accounts” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• SelfRun ContractFlow AI

  Signed documents are filed here.

• SelfRun SprintOS

  Client credentials for project work.

• SelfRun CommandOS

  Expiry alerts reach the right people.

What you will see on this screen

These are the parts of the URLs & Accounts screen, exactly as they appear in the product.

Why use SelfRun CyberVault

SelfRun CyberVault replaces password & document vault tools and runs independently with its own sign-in and database.

• Credentials and documents encrypted and access-controlled
• A vault per client, kept separate
• Expiry alerts so nothing lapses by surprise
• Know exactly who opened or changed what

Who uses SelfRun CyberVault

• Administrators

  Own the company vault and its access rules.

• Account managers

  Keep each client's vault in order.

• Employees

  Use only the vaults and records shared with them.

• Management

  Watch expiries and review the activity log.

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