Groups in mSecure allow you to organize your records by a high level category. For instance if you have a personal email address login and your work email login, you can put one in the Personal group and the other in a Business group. Then if you want to just look at your personal records, you can have mSecure just show you records for Personal. If you only have 10-20 records in mSecure you might not need to use this feature. But the more records you have the more this can help. The system has five default groups. Two of these you can rename or delete and the other three are system Groups and can't be modified or removed. Let's cover the system groups.
Unassigned: The unassigned group is where all records go when they don't have a Group. If you updated from version 2 of our software, this is where all your records will start out. This is automatic, you don't have to add them to unassigned and they will be automatically removed from Unassigned when you assign them to a Group. TIP: You can use this Group to determine which of your records haven't yet been assigned to a Group yet
Favorites: A record can't be part of more than one Group. However, you can mark any record as a Favorite as well as having it be part of a Group. This allows quick access to your most commonly used records regardless of which group they are in. So you can blend Personal and Business into Favorites while preserving your organization.
All: As the name implies, this Group will show all your records no matter what the Group is. If you want to view all your records, or you don't want to use the Groups feature, this is the one you want to select.
The other two Groups are just there as they are common ways to organize your records. You can either keep Personal and Business or you can delete/rename them and create your own. We will first cover how to USE groups and then how to MODIFY them.
In Figure 1 can you can see an example of the main view of mSecure. I have two records listed here. The first is a bank account record assigned to the Personal group. The second is a web login for a work email assigned to the Business group. Up in the top corner of the app is the Groups button highlighted in red.
Tap on this button and you will be taken to the screen where you can choose which Group to use to filter your main list. You can see an example of this list in Figure 2.
You will notice in this view that there are numbers next to the Groups to show how many records belong to each Group. To select a Group, simply tap on the Group name and it will filter the list based on that Group. In Figure 3 we have tapped on the Personal group and it has taken us back to the main view and filtered the list to just the Personal records.
You will notice up at the top that we have put a red line under the work Personal in the title. This will tell you which Group you have selected. There is one exception for this, if you select the All group then it won't say anything in the title but "mSecure". In Figure 4 we have gone back to the Groups button and then selected the Business group.
You will notice the title has changed and instead of showing our bank account record it is now showing the web login record for my work email. This is the essence of how to use Groups. Now let's look at how to modify the Groups so you can change them to make them flexible for your use. First we are going to tap on the "i" in the bottom corner as in Figure 5.
Next we are going to tap on the "Edit Groups List" in the menu as shown in Figure 6.
Next we are displayed the list of Groups. In our case we have the default Groups shown as in Figure 7.
Now we are going to go change the Business group to be called Work instead. Tap on the line Business and it will slide over to the Groups edit screen where you can edit the Group name shown in Figure 8.
Now you can change the name, so I am going to change the name to Work. You will also notice you can tap on the "Delete" button here if you wanted to remove the Group entirely. Any records assigned to a deleted Group will be automatically remove from this Group and moved to the Unassigned group. But for now I am going to keep this Group that I have named Work so I am going to press the Save button. This will return me to the Groups list and now show my change as shown in Figure 9.
Now that we have that renamed I am going to add in another Group. We start this by tapping on the + icon in the top corner which is highlighted in red in Figure 10.
This now takes us to the Groups creating screen where we simply have just a name field to use. I am going to enter the name of Family and then press the Save button as shown in Figure 11.
Now we have three groups shown in the Groups screen. We have our original Personal group and then our modified Business group that is now called Work, and finally the new Family group that I created. You can see this in Figure 12.
And finally we are done editing so we can tap on the "Preferences" button in the top left of the screen. This is highlighted in red in Figure 12. This will take us back to the Preferences screen.