How to set up Emergency Access

1. Navigating to the Emergency Access Page on Windows and Mac
2. Navigating to the Emergency Access Page on iOS
3. Navigating to the Emergency Access Page on Android
4. Creating an Emergency Contact to Grant Emergency Access To

 

NOTE: Step 1 will go over how to navigate to the Emergency Access page on Windows, Mac, iOS, and Android devices. Steps 2-10 will instruct you on how to create an Emergency Contact to grant Emergency Access to.

 

1) In order to grant Emergency Access, an Emergency Contact must be selected. To begin creating an Emergency Contact, follow the steps below.

On Windows and Mac:

     a) Open your browser and click the RoboForm extension. In the upper left corner of the extension's menu, click the "House" icon to be brought to the Start Page.

 

     b) Once you are on the Start Page, in the lower left corner click Emergency Access. Then, click the blue [ + ] button in the bottom right.

On iOS: 

     a) Open the RoboForm App and tap "Tools" in the bottom right corner. Then, select the "Emergency Access" option.

 

     b) Tap the blue [ + ] button in the bottom right.

On Android:   

     a) Open the RoboForm App and tap "Tools" in the bottom right corner. Then, tap "Emergency Access" in the Tools menu.

 

     b) Tap the blue [ + ] button in the bottom right.

 

2) Enter the email and desired timeout period for your Emergency Contact. 

The timeout period is the amount of time that the grantor of Emergency Access has before they are able to decline the Emergency Contact's request for Access. If the grantor does not decline or respond before the timeout period lapses, the Emergency Contact will receive access to their RoboForm Data.

NOTE: Before you invite someone, make sure they have an existing RoboForm account. Emergency Access will not send an invitation to an email that is not already associated with a Free or Premium account. In order to use them as your emergency contact, have them create an account through installing RoboForm from https://www.roboform.com/download or through RoboForm Online.

 

Timeout periods to choose from are:

Immediately
12 hours
24 hours
2 days
3 days
7 days
14 days
30 days

 

3) When you are done entering the Email and Timeout period, click the blue "OK" button. After clicking "OK" your invited Emergency Contact will appear under the "My Emergency Contacts" tab.

4) The invited Emergency Contact will also be notified of the pending invitation via email, within the RoboForm interface, and in the "I'm Emergency Contact For" tab on the Emergency Access page, where they can choose to accept or decline the invitation. 

 

5) The Emergency Access grantor will be notified when the invited Emergency Contact accepts or declines the invitation. The grantor will need to login in and/or sync the account after the invitation has been accepted.  

 

6) Upon accepting the invitation, Emergency Contacts have the option to request access to the grantor's RoboForm account data. You can do this through the Emergency Access page on the Start Page by clicking "I'm Emergency Contact For" tab, clicking the 3 dots on the right of the account you are the Emergency Contact for, and selecting "Request Access" from the menu. A window will appear prompting you to confirm the request. Click the blue "Yes" button on this window.

7) Once the Emergency Contact sends the access request, they will receive confirmation of the sent request via email and within RoboForm's interface; the timer starts counting down the preset timeout period.

 

8) As soon as the Emergency Contact requests access, the Emergency Access grantor is notified via email and within RoboForm's interface. They now have the option (within the preset timeout period) to manually grant, revoke, or not respond to the pending request.

9) If the request is manually granted or no reply is provided within the preset timeout period, the Emergency Contact will receive access to all of the grantor's RoboForm account data. The request for access can also be rejected by the Emergency Access sender within the same preset timeout period. In the case of rejection, the Emergency Contact will be notified, and no data will be shared.

 

10) The Emergency Contact can access the grantor's data through the Emergency Access page on the Start Page by clicking "I'm Emergency Contact For" tab, clicking the 3 dots on the right of the account you are the Emergency Contact for, and selecting "Get Data" from the menu.

The Emergency Access grantor's account data will open in view only mode with an option for the Emergency Contact to also download specific items or the entire Emergency Access sender's RoboForm account data. The downloaded data will show up in the Emergency Contact's RoboForm account under a folder named after the grantor's email.