Public Checklist: Set Up a Password Manager on All Devices

Set Up a Password Manager on All Devices

Created by Cheli

Step‑by‑step guide to install, configure, and synchronize a password manager across smartphones, tablets, and computers.

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Published May 17, 2026
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Checklist Items (19)

Choose a password manager

Select a reputable manager (e.g., Bitwarden, 1Password, LastPass). Compare pricing, platform support, and security audits.

Create an account

Sign up using a strong, unique master password (minimum 12 characters, mix of letters, numbers, symbols).

Enable two‑factor authentication (2FA)

Set up TOTP via an authenticator app or use a hardware key for added protection.

Install the app on your phone

Download from the official App Store (iOS) or Google Play Store (Android).

Log in with your account

Enter your email and master password; complete 2FA if prompted.

Allow biometric unlock

Enable Face ID, Touch ID, or fingerprint for quick access.

Install the app on your computer

Download the desktop client for Windows, macOS, or Linux from the provider’s website.

Run the installer

Follow OS‑specific prompts; restart if required.

Sign in and sync

Enter credentials, enable 2FA, and allow the client to sync vault data.

Configure vault settings

Adjust default folder structure and password generation preferences.

Create folders for categories

e.g., Work, Personal, Finance, Social.

Set password policy

Define length, character set, and auto‑generation rules for new entries.

Import existing passwords

Migrate saved passwords from browsers or other managers.

Export from browser

Use Chrome/Edge/Firefox export to CSV, then import via the manager’s tool.

Validate imported entries

Check for duplicates, missing fields, and correct login URLs.

Enable automatic password capture

Allow the extension to prompt when new accounts are created.

Install browser extension

Add the extension for Chrome, Firefox, Edge, or Safari.

Grant necessary permissions

Allow access to read/write page data and autofill forms.

Set up device sync

Ensure all devices stay up‑to‑date with the same vault.

Verify sync status on phone

Open settings → Sync → Confirm last sync timestamp.

Verify sync status on computer

Check the sync icon in the desktop client toolbar.

Test autofill on common sites

Visit login pages for email, social media, and banking to confirm credentials fill correctly.

Backup vault securely

Export an encrypted backup and store it in a separate secure location.

Export encrypted JSON

Use the manager’s export function; set a strong export password.

Store backup offline

Copy to an encrypted USB drive or a secure cloud folder with its own encryption.

Configure emergency access

Define trusted contacts who can retrieve your vault if needed.

Review security settings quarterly

Schedule a reminder to audit passwords, revoke unused logins, and update the master password if required.

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