Assigning Data to Beneficiaries: Managing Your Digital Inheritance

This guide will take you through the process of assigning data that is stored in your SecureSafe to your chosen beneficiaries.

When setting up the data inheritance feature in your SecureSafe, be sure to allocate files and passwords to your chosen beneficiary or beneficiaries.

There are two ways to assign files and passwords to your selected beneficiary or beneficiaries for the data inheritance feature in your SecureSafe:

• With Manual Assignment, you can allocate specific files to one beneficiary and a different set of data to another beneficiary. This gives you complete control over each password and file, allowing for personalized data inheritance distribution.

• By utilizing Automatic Assignment, you have the option to allocate all files and passwords to one or more beneficiaries. Any files and passwords added in the future will be automatically assigned to the chosen beneficiary.

Furthermore, this article will walk you through the steps of disabling automatic assignment if you choose to do so.

Manual Assignment of Data to Beneficiaries

1. Prior to utilizing the Data Inheritance feature can be used, it needs to be configured in your SecureSafe Settings.
2. Once configured, log in to your SecureSafe account, and from the menu in the left sidebar, select Passwords or Files.
   
   
   
3. Choose the Inheritance option from the left sidebar menu to access the Beneficiaries tab.
4. Ensure that the Data Inheritance feature is active. If inactive, please activate this feature in your SecureSafe Settings.
5. From the list of files or passwords displayed in the main window, select one or more passwords, which you would like to allocate to a beneficiary (or to multiple beneficiaries):
   • To choose a file or password, simply click on it.
   • To select multiple files, hold down the Ctrl (PC) or command (Mac) key and use your cursor to select additional files.
   • To select all files or passwords, place a check in the checkbox displayed beside the Name column header.
6. Drag the selected files or passwords to the expanded Beneficiaries tab. If selecting just one file or password in Step 5, you can alternatively drag a beneficiary from the Beneficiaries tab to the desired file or password.
   
   

Automatic Assignment of Data to Beneficiaries

By following the steps outlined below, all files and passwords, both current and future, will be automatically allocated to a chosen beneficiary.

1. Prior to utilizing the Data Inheritance feature can be used, it needs to be configured in your SecureSafe Settings.
2. Once configured, log in to your SecureSafe account, and from the menu in the left sidebar, select Passwords or Files.
3. Choose the Inheritance option from the left sidebar menu to access the Beneficiaries tab.
4. Ensure that the Data Inheritance feature is active. If inactive, please activate this feature in your SecureSafe Settings.
5. From the expanded Beneficiaries tab, select the File symbol.
   
   
6. When prompted and warned about the consequences of proceeding, click on Assign passwords and files.
7. There are two methods of checking that the assignment of passwords and files has been executed:
   1. Ensure that the File symbol in the Beneficiaries tab is now highlighted in blue.
   2. Ensure that the Beneficiary column lists the name of the chosen beneficiary for all files and passwords.
      
      

Disabling Automatic Assignment of Data to Beneficiaries

If you decide to turn off the automatic allocation of data to beneficiaries, follow the steps below to easily disable this feature:

1. Follow steps 1 to 5 from the data assignment process.
2. When prompted and warned about the consequences of proceeding, click on Unassign.
3. There are two methods of checking that passwords and files have been unassigned:
   1. Ensure that the File symbol in the Beneficiaries tab has returned to its original color (black).
   2. Ensure that the Beneficiary column no longer lists the name of the chosen beneficiary for all files and passwords.