Copyright: Copyright © 2001-2003 Rhodes Software Pty Ltd. All Rights Reserved.
Citation: www.accountlogon.com


Introduction
Introduction to AccountLogon

Copyright © 2001-2003 Rhodes Software Pty Ltd. All Rights Reserved.

Thank you for using AccountLogon. This amazing product will save you time and effort by managing your growing list of website accounts and providing fast and secure one-click access to all your online information.

AccountLogon automates the completion of website logon pages and reduces the number of keystrokes you type. Protect your accounts from keyboard loggers and identity theft by never having to type another password again.

Extra strong encryption protects your information from unauthorized access and many built-in security features give you full control of the program.

Main Screen

Master Password

Edit Categories

User Settings

Registration

New Account Wizard

Logon Wizard

Website Logon

Password Record

Windows Taskbar Icon

Internet Explorer Toolbar

Software License Agreement

How to Uninstall

Online Tips & Tricks

Online Demonstrations

Online Support

Register NOW !!!

Copyright © 2001-2003 Rhodes Software Pty Ltd. All Rights Reserved.


SOFTWARE LICENSE AGREEMENT

LEGAL AGREEMENT.

This license agreement is a legal agreement between you (either on behalf of yourself as an individual or on behalf of an entity as its authorized representative) and RHODES SOFTWARE PTY LTD ("Rhodes Software"). By using, copying, transmitting, distributing or installing AccountLogon, you agree to all of the terms of this License. If you do not agree to any of the terms of this License, then do not use, copy, transmit, distribute, or install AccountLogon.

1. SOFTWARE. The capitalised term "Software" used below refers to "AccountLogon", including the unregistered copy and registered copy of the Software as described below, any updates to the software (unless other license terms are provided with the update), any supplemental code provided to you by Rhodes Software, any associated software components, any related media and printed materials, and any electronic documentation.

2. COPYRIGHT. You acknowledge that you have only the limited, non-exclusive right to use and copy the Software as expressly stated in this license and that Rhodes Software retains all other rights. You agree not to remove or modify any copyright, trademark or other proprietary notices which appear in the Software. The Software is protected by Australian copyright law and international treaty provisions.

3. RESTRICTIONS. You may not reduce the Software to human readable form, reverse engineer, de-compile, or disassemble the Software, or create derivative works based on the Software, except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation. You may not rent, lease, or lend the Software. You may not use the Software to violate any copyright, or for any illegal purpose.

4. GRANT OF NON-EXCLUSIVE LICENSE.

UNREGISTERED COPY. You may use the unregistered Software without charge for as long as you like. You may give exact copies of the unregistered Software personally to anyone. You are specifically prohibited from distributing copies of the unregistered Software or making copies of the unregistered Software available for download or distribution, unless written approval has been given by Rhodes Software. You may not charge any fee for the copy or use of the unregistered Software, unless written approval has been given by Rhodes Software. You must include a copy of this license with any copy of the unregistered Software and anyone to whom you give the Software is subject to this license.

REGISTERED COPY. To use the registered features of the Software you must pay the license fee and register your copy. To pay the license fee and register your copy, you should visit the website www.accountlogon.com. You may use the Software on the number of computers for which you have paid license fees, provided the rules outlined herein are observed. This license can not be transferred. You must pay license fees for each concurrent user of the software, whether on standalone machines or on a network. You may also be required to pay for any upgrades to a higher version of the Software. You are specifically prohibited from distributing or making available to unregistered users any account files ("DAT" files) created by the Software, unless written approval has been given by Rhodes Software. The Registration Codes supplied as part of the Software remain the property and copyright of Rhodes Software. It is a breach of this License Agreement to share the Registration Codes with anyone or any entity for any purpose other than your personal use. You will be held liable for misuse or publication (in any form) of the Registration Codes.

5. LIMITATION ON USE. You are expressly forbidden from using any part of the Software in life saving or life critical applications without the expressed written permission from Rhodes Software.

6. THIRD PARTY WEB SITES. This Software may facilitate links to your online accounts on other web sites ("Third Party Web Sites"). Rhodes Software does not represent that it has any affiliation or relationship with these Third Party Web Sites. Rhodes Software does not endorse, or approve of the operators of Third Party Web Sites, or the accuracy, completeness, or currency of information on those Third Party Web Sites. Rhodes Software makes no warranties or representations regarding the information, products or services available through Third Party Web Sites.

7. NO WARRANTIES. SUBJECT TO ANY APPLICABLE LAWS WHICH CANNOT BE EXCLUDED BY THESE TERMS AND CONDITIONS, THIS SOFTWARE IS PROVIDED "as is" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PRODUCT IS WITH YOU. THIS DISCLAIMER OF WARRANTY CONSITUTES AN ESSENTIAL PART OF THE AGREEMENT.

8. LIMITATION OF LIABILITY. SUBJECT TO ANY APPLICABLE LAWS WHICH CANNOT BE EXCLUDED BY THESE TERMS AND CONDITIONS, IN NO EVENT SHALL Rhodes Software, OR ITS PRINCIPLES, SHAREHOLDERS, OFFICERS, EMPLOYEES, AFFILIATES, CONTRACTORS, SUBSIDIARIES, OR PARENT ORGANISATIONS, BE LIABLE TO YOU FOR ANY CONSEQUENTIAL, SPECIAL, INCIDENTAL, OR INDIRECT DAMAGES OF ANY KIND ARISING OUT OF THE DELIVERY, PERFORMANCE, OR USE OF THE SOFTWARE, EVEN IF Rhodes Software HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

9. Rhodes Software ACKNOWLEDGES THAT SOME LEGISLATION MAY IMPLY INTO THESE TERMS CERTAIN CONDITIONS AND WARRANTIES WHICH MAY NOT BE EXCLUDED, RESTRICTED OR MODIFIED BY AGREEMENTS. Rhodes Software's LIABILITY UNDER THOSE CONDITIONS IS, WHERE PERMITTED, LIMITED TO A REFUND OF ANY PAYMENT YOU MADE TO Rhodes Software.

10. TERMINATION. This License terminates if you fail to comply with its terms and conditions. If your license terminates, you must destroy all copies of the Software. All restrictions, disclaimers and limitations of liability by Rhodes Software will survive termination. The termination of this license does not limit Rhodes Software's other rights it may have by law.

11. MISCELLANEOUS. This Agreement is the complete statement of the Agreement between the parties on the subject matter, and merges and supersedes all other or prior understandings, purchase orders, agreements and arrangements. This Agreement shall be governed by and construed in accordance with the law for the time being in force in the Australian Capital Territory and the parties submit to the jurisdiction of the courts of the Australian Capital Territory, Australia.

12. CONTACT INFORMATION. Should you have any questions concerning this license, please contact Rhodes Software at the following :

email : support@accountlogon.com

post : PO Box 598, Jamison Centre, Canberra ACT 2614, AUSTRALIA

Copyright © 2001-2003 Rhodes Software Pty Ltd. All Rights Reserved.

AccountLogon Website

Back to Introduction


How to Uninstall

This section contains important information about uninstalling the program.

There are a few things you should do before running the uninstall program.

(a) It is advisable to switch OFF the user settings "Add to IE Toolbar & Menu" and "Always Run at Startup". This will ensure the AccountLogon icon is removed from Internet Explorer.

(b) It is advisable to remove your DAT files from the program directory. This will ensure the uninstall process is completed.

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Main Screen

To run this program use the Start Menu and select the AccountLogon shortcut. The program will then be setup to run whenever you logon to your PC. After you have successfully entered the master password, AccountLogon will be accessible from an icon in the Windows Taskbar or the Internet Explorer Toolbar.

(All trademarks are property of their respective owners)

All functions in the program are accessible from the Main Screen, while some are also found in the Windows Taskbar and Internet Explorer Toolbar. The right side of the screen conveniently shows all your accounts and allows you to add, remove or modify your account details. The left side of the screen contains the main menu buttons which allow you to open files, change security levels, produce reports and many other functions.

File Menu

Options Menu

Settings Menu

Help Menu

Lock Button

Account Functions

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File Menu

Your accounts are stored in an encrypted "accounts file" on your network, hard drive, memory drive, floppy disk or other location. A single accounts file contains your logon details and information about the websites you are connecting to. You do not require any other supporting files, simply the accounts file which has a ".dat" extension and the master password for that file.

The accounts file is portable and can be copied to other machines or opened from shared locations, very similar to a Word document. For example, your accounts file can be copied to your laptop and taken with you on business trips. You can also place your accounts file in a shared directory for other users to open. This is particularly useful in small office or home situations.

New Accounts File

This allows you to create a new accounts file in any location you specify. For example, if you already have an accounts file for personal accounts, you may want to create a new file to store your business accounts. You may also want to create a new accounts file for your secretary containing only a limited number of your accounts. You will be asked to assign a master password to protect the new accounts file. All your categories will be copied across to the new accounts file when created this way. Tip: You do not need to specify the ".dat" extension as this is done automatically.

Tip: If you would like to create a new accounts file at startup (maybe you are sharing a PC), press "Cancel" at the initial master password screen and the "Open Accounts File" dialog will appear. Type a new DAT filename in the dialog box (eg. "johns.dat") and you will be asked if you would like to create this accounts file.

Open Accounts File

This allows you to open an existing accounts file. This file can be located anywhere on your network, hard drive, memory drive, floppy disk or other location. For example, you can have multiple accounts files in the same directory or in other directories on your PC.

Tip: When starting up, the program must determine which accounts file to open. The following rules determine which file to open: (a) If there is a single DAT file in the program directory then that accounts file will be opened (b) If there are multiple DAT files in the program directory you will be asked to select an accounts file (c) If there are no DAT files in the program directory, the directory of the previously opened DAT file ("default directory") will be searched using rules (a) and (b).

Tip: If you would like to open a different accounts file at startup simply press "Cancel" at the master password screen and the "Open Accounts File" dialog will appear. Here you can choose to open an accounts file of your choice in any location.

Backup Accounts

This allows you to make a backup copy of the currently open accounts file. You can choose a location and name for this file. An exact copy of the currently open accounts file will be made (this is encrypted). It is always a good idea to backup your accounts file to a floppy disk just in case your PC fails. To restore this file you can simply copy it back to the original directory. You can also open the accounts file from your backup location. Tip: You do not need to specify the ".dat" extension as this is done automatically.

Security Level

This allows you to change the security level of the currently open accounts file. You can choose between "Normal" and "High". The "Normal" security level ensures that the master password is requested when opening the accounts file, however most other functions in the program will NOT require password verification. For example, once you have successfully opened the accounts file, you are able to view passwords, delete/refresh accounts and backup files without being prompted for the master password. Use this security level if you have full control of your PC and are confident that nobody will gain access to your PC when you are away from your desk.

The "High" security level ensures that the master password is requested when opening the accounts file and also when performing most other functions. For example, intruders who gain access to your PC will not be able to view your passwords or delete your accounts.

Tip: You do not require password verification to Logon to your accounts. The best way to protect your accounts when away from your PC is to use the Lock Screen function or the Auto Lock Screen setting.

Lock File

This powerful function allows you to lock down your accounts file so that you can logon to the accounts, but NOT view or update the account details/passwords. Use this function if you share your accounts file with other users but would like to keep your passwords secret. Those users will be able to open the accounts file and logon to the accounts, but they can not see the passwords or make any changes to the accounts. This is great for shared accounts such as online journals in a research library or office accounts in a small business.

When locking a file you will be asked to assign an "Admin Password" so that you will be able to unlock the file at a future date. Do not forget this admin password as you will not be able to access/update the locked file without it. Before using the Lock File function, we suggest you make a Backup of your original accounts file and then lock down that backup file. Give this locked backup file to your users (or put it in a shared folder) and provide them with the "Master Password". Repeat this process every time you change the original accounts file and would like to share it.

Tip: You must NOT reveal the "Admin Password" to your users, as they could use it to unlock the file and view the account details. To unlock the accounts file you must select "File | Unlock File" and enter the "Admin Password", the file will then be unlocked and available for viewing and updating.

Accounts Report

This allows you to create a report listing all your accounts and passwords in plain text. A text file is produced in any location you specify containing the account details. You may like to print this file and keep a hardcopy in a safe place. WARNING: This report contains all your passwords in plain text and should not be left anywhere where it can be viewed by other people.

Properties

This allows you to view information related to the currently open accounts file. For example, location, number of accounts, security level and registration details. The name of the file is also shown on the top left of the main screen.

Close

This closes the application and hides it from your screen. The application is still active and can be accessed from the Windows Taskbar/IE Toolbar. To fully exit the application use the "Exit" menu item in the Windows Taskbar/IE Toolbar.


Options Menu

The Options Menu allows you to perform various housekeeping functions such as changing the master password, editing categories and upgrading the software.

Lock the Screen

This allows you to lock the main screen in order to protect your account details from unauthorized access. All functions on the main screen will be disabled and the program will be inaccessible until it is unlocked. However, for convenience, you are still able to operate the program from the Windows Taskbar/IE Toolbar, but you will be prompted for the master password before you can do anything (eg. Logon to accounts).

Tip: You can also lock the screen by using the oval "Lock" button, the Windows Taskbar or the IE Toolbar icon.

Tip: If you perform the Lock function from the Windows Taskbar/IE Toolbar, the program will minimize to the Windows Taskbar. If you perform the Unlock function from the Windows Taskbar/IE Toolbar, the program will restore to it's normal position.

Change Master Password

This allows you to change the master password for the currently open accounts file. You will first be prompted for the existing master password and then you will be requested to enter the new master password in plain text. This change is only valid for the currently open accounts file and you must make changes to other accounts files separately.

Edit Categories

This allows you to edit the built-in categories for the currently open accounts file.

Software Upgrade

This allows you to check our website for the latest release of the program. If a later release is found you will be asked if you would like to upgrade. If accepted, your PC will be upgraded at that time. The download process may take a few minutes so please be patient.


Help Menu

The Help Menu allows you to view various help topics related to the program. You can also find out how to register the software and enter your registration details.

Help Contents (F1)

This opens the local help file located on your PC. The help file contains basic information on the operation of the program. Tip: You can press F1 anywhere in the program to obtain help about the current screen.

Tips & Tricks

This opens a browser and navigates to the tips & tricks page on our website. The tips & tricks page contains a lot of useful information not found in this help file.

Latest News

This opens a browser and navigates to the latest news page on our website. The latest news page contains up to date information about the program and future releases.

Privacy & Security

This opens a browser and navigates to the privacy and security page on our website. The privacy and security page contains security information about the program and also a privacy statement to ensure that your information is protected.

Online Support

This opens a browser and navigates to the online support page on our website. The online support page contains links to all other help pages, including the option to send your questions to us and provide feedback.

How to Register

This opens a browser and navigates to the registration page on our website. The registration page contains information about registering and a direct link to purchase our product. Register NOW !!!

License Agreement

This opens a browser and navigates to the software license agreement on our website. Before downloading or using this software you must read and agree to the terms of the software license agreement.

Registration

This screen allows you to enter your Registration Details exactly as received when you purchased a license for the product. Please ensure you are connected to the internet when you enter the registration details, so that your registration code is verfied as being valid.

Home Page

This opens a browser and navigates to our home page on the internet. You can find links to most information from this page.

About

This allows you to view information related to the program. For example, copyright details, version number, license and registration details. Tip: You can see your registration email on this screen, but you will not see the registration code. Store your registration code as a password record in your accounts file so that you do not forget it.


Account Functions

Your accounts are located on the right side of the main screen. From here you can conveniently add, remove of modify your accounts details.

Categories

This dropdown lets you choose the category you would like displayed. All your accounts belonging to that category will be shown.

Accounts List

This list shows all the accounts saved in the current accounts file. There are 2 types of accounts, "Website Logon" and "Password Record" accounts. The latter is distinguished by the "*" character after its name.

Add

This allows you to add a new account to your list of accounts. You can add one of the following account types:

Website Logon - this is used to save the logon details of your website accounts. The "New Account Wizard" will record the URL and password details for your online account. When the account is successfully added you will be able to logon to that account with a single click. This functionality is called "single sign-on".

Password Record - this is similar to a general "password manager" and can be used to store whatever details you like. For example, alarm PINs, combination locks or phone banking passwords.

Remove

This allows you to remove the selected account from your list. The account is removed pemanently and there is no way to recover it, except to add it back again.

Details

This allows you to view and update the details for the selected account. For password records you can simply update the password details and comments. For website logon accounts you can also update your passwords if you have changed them on the website account. Tip: If a website has changed and you can no longer logon to that account with the program, use the "Refresh" function to update the account's details.

Logon

This allows you to logon to your website accounts with a single click. A new browser will be opened and sent directly to the logon page. Your logon details will be completed and the page submitted.

Tip: You can also logon to your website accounts using the Windows Taskbar, IE Toolbar icon and IE Context Menus.


ON
Switching ON


OFF
Switching OFF


Master Password

The Master Password screen allows you to enter the password required to encrypt and protect your accounts file. Each accounts file can be assigned a unique master password.

Your master password must conform to the following rules:

(a) Must be 8 or more characters long

(b) Must contain a combination of letters, numbers or symbols.

(c) Must be case sensitive.

When verifying a master password the characters you enter will be masked with "****" characters. When setting a master password the characters you enter will be shown in plain text, it is important you check them thoroughly before pressing enter.

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Edit Categories

Categories allow you to separate your accounts into meaningful groups so they are easier to maintain and locate. The Edit Categories screen allows you to edit the built-in categories and change them to whatever you like. You can add, delete or rename existing categories.

Tip: Before deleting a category you must ensure that it no longer contains any accounts, by selecting the category on the main screen and changing the category for each of the listed accounts (using the details screen).

Tip: When you create an accounts file using the menu "File | New Accounts File", the categories from the current accounts file will be copied across to the new accounts file. When you create an accounts file at program startup time, the default built-in categories will be used.

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User Settings

The User Settings screen allows you to set your personal preferences for the way you would like the program to function. This is very important in tuning the behaviour of the program to suit your needs.

Tip: These settings are stored in your personal windows profile and do NOT affect other users of your PC. If you change PC you may have to reset your settings.

Program Settings

Always Run at Startup

This setting runs the program everytime you startup your PC. Whenever you logon to your PC it will automatically initiate the program and you will be required to enter the master password. This does not affect other users of your PC.

Minimize when Started

This setting will ensure that after the program is started and you have successfully entered your master password, it will minimize to the Windows Taskbar. If you switch OFF this option, the program will stay visible after you have entered your master password.

Auto Lock Screen

This setting ensures the program will automically lock the main screen after a certain number of idle minutes. This is useful if you are away from your desk and forget to lock your PC. All functions on the main screen will be disabled and the program will be inaccessible until it is unlocked. However, for convenience, you are still able to operate the program from the Windows Taskbar/IE Toolbar, but you will be prompted for the master password before you can do anything (eg. Logon to accounts).

Minutes

This is the number of idle minutes before the main screen is auto locked.

This can be between 1 and 60 minutes.

Integration Settings

Show Accounts in Taskbar

Windows Taskbar

This setting determines if your accounts will be visible in the Windows Taskbar menu. A menu will appear if you right click on the AccountLogon icon in the Windows Taskbar. If this setting is ON, you will see your accounts in the Windows Taskbar menu and will be able to logon by selecting them from the menu. If the program is locked you will first be prompted for the master password.

Tip: If this setting is ON, you can still hide individual accounts from the Windows Taskbar menu, by entering the account details screen and switching OFF the "Taskbar" checkbox. This is useful for hiding your least used accounts and reducing clutter.

Tip: If this setting is OFF, ALL accounts will be hidden from the Windows Taskbar menu, regardless of what their individual "Taskbar" option is set to in the account details screen.

Add to IE Toolbar & Menu

Internet Explorer Toolbar

This setting allows you to operate the program from a single icon in the Internet Explorer Toolbar. If this setting is ON you will see an AccountLogon icon in all instances of Internet Explorer. If you do not see this icon, right click the Internet Explorer Toolbar and select "Customize...", then move the AccountLogon icon to the current toolbar and up to a visible position in the list. More information

Categorize Accounts

This setting allows you to categorize your accounts in the Windows Taskbar and IE Toolbar. A submenu will appear for each category and the accounts will be listed under those categories. This is useful if you have many accounts in your accounts file.

General Settings

Sound Effects

This setting plays the sound effects for the program. For example, clicking a button on the main screen produces a click sound.

Super Fast Logon

This setting allows the Logon Wizard to connect to your accounts even when the website logon page is still downloading. This is useful for websites containing a lot of pictures, where you do not want to wait around for them to finish loading. If you switch OFF this setting logging on to your accounts may take longer.

Tip: If you experience any unusual problems connecting to or adding your accounts please try switching this OFF.

Maximize Web Browser

This setting allows you to maximize the web browser when connecting to your accounts. Both the Logon Wizard and New Account Wizard will maximize the web browser to fill your screen completely. This is useful to keep track of the browser amongst many other windows.

Click Submit Button

This setting allows the program to click the submit button when connecting to your accounts. As well a filling in your logon details, the program will automatically click the submit button and submit the logon page. This provides single-click logon to all your accounts. Switching this OFF will ensure that submit buttons are never clicked.

Tip: If this setting is ON you can still suppress certain accounts from clicking the submit button. When adding an account, the "New Account Wizard" has an option "Click the Submit Button". Switch OFF this option to ensure the submit button will not be clicked for the new account.

Single Field Logon Pages

This setting allows the "New Account Wizard" to recognize websites which contain only a single logon field. For example, if you are adding an account which requires you to enter only a membership number (without a password), you will have to switch this setting ON. In most cases logon pages will be expected to contain two or more logon fields for the wizard to recognize them (eg. username and password) and this setting can be OFF.

Wizard Location

This setting determines the position of both the "New Account Wizard" and "Logon Wizard" on your screen. The wizards can be positioned relative to the website, the browser or the application.

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Registration

The Registration screen allows you to enter your registration details exactly as received when you purchased a license for the product. Please ensure you are connected to the internet when you enter the registration details, so that your registration code is verfied as being valid. Register NOW !!!

Email Address

This is the email address you used to register this product.

Registration Code

This is the registration code you recieved for this product.

Tip: Both details must match and you can not substitute a different email address from the one you registered with. If you change your email address and would like to be informed of the latest information, please notify us and we will send you new registration details.

Tip: Use the Support Page to notify us of a change in your email address.

Back to Introduction


New Account Wizard

The New Account Wizard will record the URL and password details for your online accounts and save them to your encrypted accounts file. When an account is successfully added you will be able to logon to that account with a single click.

The wizard will ask you to navigate to the website's logon page and then request that you logon to the site using your username and password details. The procedure is recorded and saved to your accounts list. The wizard may ask you a few questions about the site in order to identify the logon page and start recording.

Tip: If you are already at the logon page, use the IE Toolbar function Add Website Logon to start the wizard recording. Then proceed to logon to the website when requested. This is a much quicker way of adding your account!

The new account wizard is accessible from 2 different areas:

(a) Main Screen ("Add" button) - wizard starts in a new browser

(b) IE Toolbar / IE Context Menus ("Add Website Logon") - wizard runs in existing browser

Nickname

This is the nickname of the account you are adding.

Category

The is the category in which the account belongs.

Click the Submit Button

This option allows the program to click the submit button when connecting to the account in future. This is the button you click after you have filled your account details. If you switch this option ON, the wizard will attempt to find & record the "submit button" during the recording process. The submit button will be used in future connections to the account, and is commonly referred to as the "Logon" or "Login" button on most websites.

Tip: This is the only place you can record the submit button. If you would like the submit button clicked you should switch ON this option when adding the account, as it can not be enabled later on.

Tip: If you would like to stop the submit button from being clicked on ALL your accounts, please use the global user setting Click Submit Button. This can be used to temporarily disable submit button clicking and enable it again.

Wizard's Questions

The answer to these questions depends on the website you are adding. Most of the time you can answer "YES", but in some cases you must answer "NO". Experiment a bit, if you can not logon to the newly added account, try answering differently to these questions. The aim is to identify the logon page so the wizard can start recording.

Q1 "This Webpage contains a Form. Is this the Logon Page for the account XXX?"

Answer "YES" to this question if you have reached the logon page. Proceed to logon to your account and the wizard will record your details.

Q2 "Would you like to navigate directly to this Logon Page in future?"

Some websites do not allow you to navigate directly to the logon page, requiring you to start at their home page first. In those cases you should answer "NO" to this question.

Q3 "Is the Logon Page on this Popup Window?"

Some websites use a separate popup window to display the logon page (eg. banking). In those cases you should answer "YES" when the wizard asks this question.

Q4 "Would you like to navigate directly to this Popup Window in future?"

After Q3, the wizard may ask this question. Again, your answer will depend on whether the website allows you to navigate directly to the logon page. First try answering "YES" and attempt to logon to the added account. If you can not logon, add the account again but answer "NO" to this question.

Troubleshooting - Why can't I add my account?

There are various reasons why the New Account Wizard will not recognize the logon page. If you are not asked the question "Is this the Logon Page?" it may be because:

Firstly, the website you are trying to add may be taking too long to download, therefore the wizard can not process it. To fix this, ensure that the global user setting Super Fast Logon is switched ON and then try adding the account. If you continue to have problems please switch OFF this setting.

Secondly, the website you are trying to add may contain only a single logon field, while the wizard expects at least two logon fields to be present. To fix this, temporarily switch ON the global user setting Single Field Logon Pages and then try adding the account. When finished, you should switch OFF this setting.

Online Tips & Tricks

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Logon Wizard

The Logon Wizard allows you to logon to your website accounts with a single click. This functionality is called "single sign-on".

When an account is selected, the wizard will navigate to the website's logon page and fill the page with your username and password details. If required, it will also click the submit button.

Tip: If you are already at the logon page and would like to connect to your account, use the IE Toolbar and select the account. The wizard will ask if you would like to logon to the current page, just answer "YES".

The logon wizard is accessible from 2 different areas:

(a) Window Taskbar - select an account and logon starts in a new browser

(b) IE Toolbar / IE Context Menus - select an account and logon starts in existing browser

Tip: If the wizard flashes "Please navigate to the logon page now", you must manually navigate the browser to the logon page, so the wizard can logon. This is either because the wizard is unable to locate the logon page or you asked it not to navigate directly to the logon page when you were adding the account.

Tip: If the logon page has changed considerably and the wizard is unable to recognize it, you will be notified of the following "The Logon Page for this account may have changed. Please use the details screen to Refresh the account". In this case, you should enter the details screen and Refresh the account to pickup the new logon page.

Online Tips & Tricks

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Website Logon

The Website Logon screen allows you to change the details of a website logon. These details were initially capture by the New Account Wizard and include category, logon field values (userid & password) and comments. The information on this screen is used by the Logon Wizard to connect to the account.

Tip: If you change a password on the website, you should also change it on this screen.

Mask

Clicking the mask will allow you to view the logon details in plain text. You can then update the information if you wish. If the Security Level is set to HIGH, you will first be required to enter the master password.

Taskbar

This option determines if the individual account will be visible in the Windows Taskbar menu. A menu will appear if you right click on the AccountLogon icon in the Windows Taskbar. If this option is ON, you will see the account in the Windows Taskbar menu. If this option is OFF, the account will be hidden from the Windows Taskbar menu.

Tip: If you would like to hide ALL your accounts from the Windows Taskbar menu, please use the global user setting Show Accounts in Taskbar. This can be used to temporarily hide all Windows Taskbar accounts and show them again.

Refresh

If the website has changed considerably and the Logon Wizard is unable to logon to your account, you should refresh the account using this button. The Refresh Account Wizard will be initiated and you must go through the same process as when you added the account. The Comments will be preserved after a refresh is performed.

Account Nickname

This is the nickname of the account you are viewing.

Category

The is the category in which the account belongs.

Website

This is the starting URL that the Logon Wizard will use to navigate to the website. It may also be the actual logon page URL, so we recommend you do not change it manually. If the logon page has changed, please use the "Refresh" function to update the account.

Logon Field

These are the actual logon values that are used to connect to your account. They may represent your username, password, account number or any other information. These values were captured by the New Account Wizard, but you can change them if required.

Comments about this Account

This is a free text field which you can use to store reminders or notes about the account.

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Password Record

The Password Record screen allows you to add or change the details of a password record. This type of account can be used to store whatever details you like, even offline information. This is the same functionality as provided by most password managers and can be used to consolidate all your information in one place.

Mask

Clicking the mask will allow you to view the password details in plain text. You can then update the information if you wish. If the Security Level is set to HIGH, you will first be required to enter the master password.

Taskbar

This option determines if the individual account will be visible in the Windows Taskbar menu. A menu will appear if you right click on the AccountLogon icon in the Windows Taskbar. If this option is ON, you will see the account in the Windows Taskbar menu. If this option is OFF, the account will be hidden from the Windows Taskbar menu.

Tip: If you would like to hide ALL your accounts from the Windows Taskbar menu, please use the global user setting Show Accounts in Taskbar. This can be used to temporarily hide all Windows Taskbar accounts and show them again.

Account Nickname

This is the nickname of the account you are viewing.

Category

The is the category in which the account belongs.

Password or PIN

These are the actual password values that you would like to store. For example, alarm PINs, combination locks or phone banking passwords.

Comments about this Account

This is a free text field which you can use to store reminders or notes about the account.

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Internet Explorer Toolbar

This program can be integrated with Internet Explorer to provide an easy and convenient method of connecting to your online accounts. You can access the most important functionality of AccountLogon from a single icon in the Internet Explorer toolbar. The program does NOT store your account details in the browser, it simply uses the browser for accessibility.

From the toolbar menu you can add new website accounts, logon to existing accounts, lock/unlock the program or exit the program altogether. If the program is locked you will be prompted for the master password before you can perform these functions.

Tip: To hide individual accounts from the Internet Explorer toolbar please refer to the Windows Taskbar topic.

Tip: If you are already at the logon page and would like to connect to your account, simply select the account from the toolbar menu. The wizard will ask if you would like to logon to the current page, just answer "YES".

Tip: If you are already at the logon page and would like to add a new account, simply select "Add Website Logon" to start the wizard recording. Then proceed to logon to the website when requested. Note: For more complex websites you may have to start the wizard before the logon page.

The global user setting Add to IE Toolbar & Menu allows you to operate the program from a single icon in the Internet Explorer toolbar. If this setting is ON you will see an AccountLogon icon in all instances of Internet Explorer. If you do not see this icon, right click the Internet Explorer toolbar and select "Customize...", then move the AccountLogon icon to the current toolbar and up to a visible position in the list. The higher you move AccountLogon up this list, the more to the left it will appear in the toolbar.

Tip: For MSN Explorer and other IE Based browsers you are not permitted to add a button to the existing toolbar. In those cases you can access this program by using the browser Context Menus. If you right click on a web page you will see a context menu with "AccountLogon" accessible from there. This allows you to use all the functionality of the program with IE Based browser.

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Windows Taskbar Icon

This program is integrated into the Windows Taskbar to provide an easy and convenient method of connecting to your online accounts. You can access the most important functionality of AccountLogon from a single icon in the Windows Taskbar. You must right-click the Windows Taskbar icon in order to display the program menu.

From the Windows Taskbar icon you can logon to existing accounts, lock/unlock the program or exit the program altogether. If the program is locked you will be prompted for the master password before you can perform these functions.

Tip: If you logon to an account from the Windows Taskbar, a new browser is created. If you logon to an account from the IE Toolbar, the current browser is used.

The Windows Taskbar icon is the default method of accessing this program, however you can control whether your accounts appear in the Window Taskbar by using the global user setting Show Accounts in Taskbar. If this setting is ON, you will see your accounts in the Windows Taskbar menu and will be able to logon by selecting them from the menu. Tip: If this setting is ON, you can still hide individual accounts from the Windows Taskbar menu, by entering the account details screen and switching OFF the "Taskbar" checkbox. This is useful for hiding your least used accounts and reducing clutter.

The global user seting Categorize Accounts allows you to categorize your accounts in the Windows Taskbar and IE Toolbar. A submenu will appear for each category and the accounts will be listed under those categories. This is useful if you have many accounts in your accounts file.

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