Manage Platform Accounts

Platform Accounts centrally stores business login information and assigns accounts to browser profiles. A record contains the platform, name, username, password, notes, and a two-factor authentication secret.

Add or Edit an Account

Click Add Account, select a preset or custom platform, and enter the name, username, password, and notes. Enter a two-factor authentication secret directly or upload a QR code image for the client to recognize.

Add a platform account

Point to a name or notes in the list to edit it directly. Deleting an account also clears its local cache from the desktop client. Confirm that no profile still uses it.

Assign a Browser Profile

• Click the Assigned Profiles count for one account and select profiles. Already assigned profiles remain selected.
• Select several accounts and click Assign Profiles at the top to choose profiles for all of them.
• In a batch assignment, do not select multiple accounts from the same platform because they would conflict within one profile.

Assign platform accounts to profiles

If the profile list is empty, open profile creation from the dialog or prepare a profile through Create and Edit a Browser Profile. This entry also requires profile creation permission.