• Android
  • iOS
  • macOS
  • Windows

Getting Started

Follow these steps to install and setup Codebook for the first time.

If you have already setup Codebook once and wish to Sync with Codebook on a new device, please see Adding a New Device.

On android

  1. Visit this link on your Android device to install Codebook for free from Google Play.
  2. Once installed, tap Open in the Google Play Store (or tap on Codebook from your Home screen) to launch it for the first time and begin setup.

On ios

  1. Visit this link on your iOS device to install Codebook for free from the App Store.
  2. Once installed, tap Open in the App Store (or tap on Codebook from your Home screen) to launch it for the first time and begin setup.

On macos

  1. Download Codebook for macOS.
  2. When your download completes, double-click on Codebook.dmg (it should be in your Downloads folder).

  3. In the Install Codebook window that opens, drag and drop the Codebook icon onto the Applications folder to install the app.

    Drag Coodebook.app to Applications

  4. Double-click on Codebook in your Applications folder (or type Codebook in Spotlight) to open Codebook and begin setup.

On windows

  1. Download the Codebook installer package for Windows.
  2. When your download completes, double-click on CodebookSetup.msi (or choose Run if prompted by your browser).
  3. Follow the installation wizard steps.
  4. Once Codebook is installed, launch the application.

When you launch Codebook for the first time, you will see the Welcome to Codebook screen. On this screen we begin setup by creating a Codebook Cloud account, which will:

  • Maintain a secure backup of your passwords and other sensitive data
  • Sync your changes automatically with other copies of Codebook

Codebook Cloud is free to try. After the trial period is over, an active subscription is required for continued use.

A Codebook Cloud account is not required to use Codebook. If you do not wish to create a Codebook Cloud account at this time, choose Setup Later and skip ahead on this page to the Configuration steps.

On android

Now that you have Codebook installed on your device, you will want to trial the Codebook Cloud subscription service which automatically syncs your data with Codebook on your other devices.

  1. Enter your email address and tap Go to get started.

    Initial Setup for Codebook Cloud

  2. The Sign Up Screen will be displayed. Please enter your first and last name and agree to the Terms of Service. Codebook will generate a random password for your Codebook Cloud account. If you would like to create your password, toggle the generate a random password switch and enter a Codebook Cloud Password. With either option, your password will be stored in Codebook in the category Codebook Cloud.

    Sign Up for Codebook Cloud Account Sign Up for Codebook Cloud Account

  3. Tap Create Account

  4. Next, the Choose Subscription screen will be displayed.

    Tap on your preferred subscription option for Codebook Cloud, and then tap Purchase Subscription.

    Codebook Cloud Subscription terms

  5. Tap Subscribe to complete your subscription. A Google Play subscription confirmation will be displayed.

    Subscribe to Codebook Cloud Subscribe to Codebook Cloud

  6. Tap Continue to continue setup and configure Codebook for android.

    Cloud Account Subscription Done

On ios

Now that you have Codebook installed on your device, you will want to trial the Codebook Cloud subscription service which automatically syncs your data with Codebook on your other devices.

  1. Enter your email address and tap the Go button to get started.

    Initial Setup for Codebook Cloud

  2. The Sign Up for Codebook Cloud screen will be shown. 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. In either case, your Codebook Cloud information will be stored in Codebook for you.

    Sign Up for Codebook Cloud Account Sign Up for Codebook Cloud Account - Generate Password Option

  3. Agree to the Terms of Service. Tap the Create Account button to create your account.

    Sign Up for Codebook Cloud Account - Data Entered

  4. At this point, 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 the Choose Subscription button to view the subscription options.

    Create Codebook Cloud Account

  5. Next, the Codebook Cloud Subscriptions screen will be displayed.

    Tap on your preferred subscription option for Codebook Cloud, and then tap the Continue.

    You must order a subscription to take advantage of the free trial. If you change your mind and don't wish to order a subscription, tap on Dismiss to continue setup without Codebook Cloud.

    Codebook Cloud Subscription terms

  6. The Apple App Store purchase sheet will be displayed, allowing you to authorize this subscription order with your Apple ID.

    Tap the Subscribe button to proceed.

    Subscribe to Codebook Cloud

  7. Tap the OK button on the confirmation alert, and then tap Next to continue setup and configure Codebook for iOS.

    Cloud Account Subscription Payment Complete Cloud Account Subscription Done

On macos

  1. Enter your email address and click the Continue button to get started.

    Welcome to Codebook

  2. The Sign Up for Codebook Cloud screen will be shown. 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.

    Create Account

  3. Next, the Choose a Subscription screen is shown.

    Click on your preferred Subscription for Codebook Cloud, and then click Continue.

    You must order a subscription to take advantage of the free trial. If you change your mind and don't wish to order a subscription, click on Skip to continue setup without Codebook Cloud.

    Select Codebook Cloud Subscription

  4. Codebook will open your web browser and take you to a page on our website where you can complete your subscription order.

    Enter your payment information. You will not be charged until the free trial ends. Click Start Free Trial

    Payment collection screen

  5. A confirmation that your free trial has begun will be displayed. Click Continue

    Payment collection screen

  6. After you complete your subscription order, you will be redirected back to Codebook, which will confirm that your subscription has been activated. Click Allow to return to Codebook.

    Payment collection screen

  7. At this point, 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 configure Codebook for macOS settings.

    Create Codebook Cloud Account

On windows

  1. Enter your email address and click the Continue button to get started.

    Initial Setup for Codebook Cloud

  2. The Sign Up for Codebook Cloud screen will be displayed. Please enter your first and last name and accept the Terms of Service. By default, codebook will generate a Codebook Cloud Password for you or you can unclick the Generate a new password for me checkbox and set your own Codebook Cloud password. With either option, your password will be stored inside Codebook under the category named Codebook Cloud. Click Create Account

    Sign Up for Codebook Cloud Account

  3. Next, the Choose a Subscription screen is shown.

    Click on your preferred Subscription for Codebook Cloud, and then click Continue.

    You must order a subscription to take advantage of the free trial.

    Select Codebook Cloud Subscription

  4. Codebook will open your web browser and take you to a page on our website where you can complete your subscription order.

    Enter your payment information. You will not be charged until the free trial ends. Click Start Free Trial

    Payment collection screen

  5. A confirmation that your payment information has been processed and your free trial has begun will be displayed. Click Continue

    Payment processed screen

  6. A confirmation that your purchase is complete will be displayed. You will then be directed back Codebook.

    Purchase complete screen

  7. After you complete your subscription order, you will be redirected back to Codebook, which will confirm that your subscription has been acquired. Close the window to return to Codebook.

    Codebook Cloud Subscription Acquired

  8. The Codebook Cloud is Ready screen will be displayed. This screen provides some information about your subscription and your Codebook Sync Key:

    • Subscription renewal date
    • A Sync Key was generated for your account
    • Use your Sync Key is setup Codebook on other devices

    Click Next to configure your Codebook account.

    Codebook Cloud Ready

Now that you are done with (or skipped) Codebook Cloud, you need to configure the Codebook application itself, including the Master Password you will use!

On android

  1. Create a Master Password, reenter to confirm.
  2. Tap on Set Password

    Create Codebook Master Password

  3. If this feature is available on your device. You will be asked if you would like to enableBiometric Authentication.
  4. You will be asked if you would like to Help Improve Codebook by sending anonymous system and usage statistics. Tap Continue.

    Send Statistics

  5. If you created a Codebook Cloud accountAt this point, 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 here.

    Tap Continue

    Create Codebook Cloud Account

  6. You will be asked if you would like to enableSync Notifications. Tap Next then tap Allowto enable.

    Enable Sync Notifications Enable Sync Notifications

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.

Create Codebook Cloud Account Create Codebook Cloud Account

On ios

  1. Create a Master Password, reenter to confirm.
  2. Tap on Next

    Create Codebook Master Password

  3. If this feature is available on your device.You will be asked if you would like to Enable Touch ID Login or Enable Face ID Login.
  4. You will be asked if you would like to Enable Notifications.
  5. 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.

    Create Codebook Cloud Account Create Codebook Cloud Account

On macos

  1. Click on Continue
  2. Create a Master Password, reenter to confirm.
  3. Click on Set Password

    Create Codebook Master Password

  4. If this feature is available on your device. You will be asked if you would like to Enable Touch ID Login.
  5. You will be asked if you would like to Send Statistics.
  6. You will be asked if you would like to Enable Password Review. Password Review is a feature of Codebook (for macOS and iOS) that allows you to check if a password you are using appears in a massive database of over half a billion hacked and leaked passwords compiled by security researchers called HaveIBeenPwned.com.

    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.

    Codebook Cloud account setup complete

On windows

  1. Create a Master Password, reenter to confirm. Your Master Password is used to open Codebook.

  2. Click Next to continue.

    Set Master Password

  3. Configure your Preferences:
    • Set time for Codebook to automatically lock
    • Sort criteria for data labels
    • Whether or not to display notification when the application locks
    • To send anonymous statistics

    Click Finish to complete the setup process.

    Preference Options during setup

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

    Create Codebook Cloud Account