Getting Started with Codebook Cloud

Accept Codebook Cloud Invitation

Follow these steps to Accept a Codebook Cloud Invitation. The invitation is accepted on the first device you set up. When you accept the invitation, you create your Codebook Cloud User account. When you install Codebook on another device, you will sign in to your user account.

1. In the email invitation, click Setup Codebook Cloud.

   

2. Once Codebook is launched using the invitation link, you will be prompted to create your Codebook Cloud account and setup other Codebook defaults and user settings. Use the platform selector below to see applicable instructions.

   NOTE: If Codebook was not launched from the Setup Codebook Cloud button, the Welcome to Codebook screen will be displayed. Enter your email address in the "Enter your email address to create a Codebook Cloud account" field and click Go on android or iOS or Continue on macOS or Windows and follow the instructions for your platform.

   On android

   1. Once again, tap Setup Codebook Cloud in the invitation email.

   2. The Sign Up for Codebook Cloud screen will be shown. Your email address will be populated for you. Please enter your first and last name. You can allow Codebook to create your Codebook Cloud Password by tapping the Generate Password button (recommended) which will be displayed when your cursor is in the Create Password field or create your own Codebook Cloud Password. With either option, your password will be stored inside Codebook under the category named Codebook Cloud.

      Tap CREATE ACCOUNT.

      

   3. Your Codebook Cloud Account has been created. In addition, a Sync Key was automatically generated for you. You will use the Sync Key later to setup Codebook Cloud on additional devices. More information is available about the Sync Key.

      Tap on CONTINUE to setup Codebook.

   4. You need to perform a few more steps to configure Codebook, including establishing the Master Password you will use! Create a Master Password, reenter to confirm.

   5. Tap on SET PASSWORD.

      

   6. You will be asked if you would like to Enable Statistics.

   7. The Codebook Cloud is Ready screen will be displayed. Tap on CONTINUE.

      

   8. You will be asked if you would like to allow Sync Notications. Tap Next.

      

   9. You will be asked if you would like to allow Sync Notications. Tap Allow, if you would like to receive notifications. When you allow notifications, you will receive notifications when you receive a request to share with another Codebook Cloud user and when you receive shared entries.

      

      After you complete setup, Codebook will unlock the main interface and display your Categories. If you setup a Codebook Cloud account, your credentials will be saved in the Codebook Cloud category.

      

   On ios

   1. Once again, click Setup Codebook Cloud in the invitation email.

   2. The Sign Up for Codebook Cloud screen will be shown. Your email address will be populated for you. Please enter your first and last name. You can allow Codebook to create your Codebook Cloud Password by tapping the Generate Password button (recommended) which will be displayed when your cursor is in the Create Password field or create your own Codebook Cloud Password. With either option, your password will be stored inside Codebook under the category named Codebook Cloud.

      

   3. Your Codebook Cloud Account has been created. In addition, a Sync Key was automatically generated for you. You will use the Sync Key later to setup Codebook Cloud on additional devices. More information is available about the Sync Key.

      Click on Skip to setup Codebook.

      

   4. Now that you are done creating your Codebook Cloud account, you need to configure the Codebook application itself, including establishing the Master Password you will use! Create a Master Password, reenter to confirm.

   5. Tap on Next

      

   6. You will be asked if you would like to Enable Touch ID Login, if the feature is available on your device.
   7. You will be asked if you would like to Enable Notifications.
   8. You will be asked if you would like to Send Statistics.

      After you complete setup, Codebook will unlock the main interface and display your Categories. If you setup a Codebook Cloud account, your credentials will be saved in the Codebook Cloud category.

      

   On macos

   1. The Sign Up for Codebook Cloud screen will be shown. Your email address will be populated for you. Please enter your first and last name and agree to the Terms of Service. Click Create Account to let Codebook generate your Codebook Cloud Password. If you would like to create your password yourself, uncheck the "Generate a random password" checkbox and enter your desired password. With either option, your password will be stored inside Codebook under the category named Codebook Cloud.

      

   2. Your Codebook Cloud Account has been created. In addition, a Sync Key was automatically generated for you. You will use the Sync Key later to setup Codebook Cloud on additional devices. More information is available about the Sync Key.

      Click on Continue to setup Codebook.

      

   3. Now that you are done creating your Codebook Cloud account, you need to configure the Codebook application itself, including establishing the Master Password you will use! Create a Master Password, reenter to confirm. Click on Set Password

      

   4. You will be asked if you would like to Enable Touch ID Login, if the feature is available on your device.
   5. You can "Help Improve Codebook" by allowing Codebook to send anonymous system and usage statistics.
   6. You will be asked if you would like to enable Password Review.

      After you complete setup, Codebook will display the Main Window. If you setup a Codebook Cloud account, your credentials will be saved in the Codebook Cloud category.

      

      Notice the Show Tutorials button that links to the Getting Started Help pages with step by step instructions for adding your data to Codebook.

   On windows

   1. Once again, click Setup Codebook Cloud in the invitation email or click the click here link in Step 2. This will launch Codebook so you can create your Codebook Cloud account.

      

   2. The Sign Up for Codebook Cloud screen will be shown. Your email address will be populated for you. Please enter your first and last name and agree to the Terms of Service. Click Create Account to let Codebook generate your Codebook Cloud Password. If you would like to create your password yourself, uncheck the "Generate a random password" checkbox and enter your desired password. With either option, your password will be stored inside Codebook under the category named Codebook Cloud.

      

   3. Your Codebook Cloud Account has been created. In addition, a Sync Key was automatically generated for you. You will use the Sync Key later to setup Codebook Cloud on additional devices. More information is available about the Sync Key.

      Click on Next to setup Codebook.

      

   4. Now that you are done creating your Codebook Cloud account, you need to configure the Codebook application itself, including establishing the Master Password you will use! Create a Master Password, reenter to confirm. Click on Next

      

   5. The next step in settign up Codebook is to configure your preferences. The preferences are for Windows Hello, if it is enabled on your device, locking, sorting labels and lock notifications. More information is available Preferences.

      

   6. After you complete setup, Codebook will display the Main Window. If you setup a Codebook Cloud account, your credentials will be saved in the Codebook Cloud category.

      

      Notice the link to the Getting started tutorials that links to the Getting Started Help pages with step by step instructions for adding your data to Codebook.

      You can also link to Getting Started here.

Up Next

Install Codebook on a new Device