MeshFolio

Vaults and connectors

Connectors link MeshFolio with other services: GitHub for repositories, Bitwarden for password vaults and ERPNext for customers, employees and other documents. This page shows how you see them, connect them and use them. A vault here is always a password vault (Bitwarden or Vaultwarden). Places where your files live are called storages.

The Connectors view shows what your team is connected to and what can still be connected.

The sidebar with the Connectors view and the cards for GitHub, Bitwarden and ERPNext; the numbers name the steps
The sidebar with the Connectors view and the cards for GitHub, Bitwarden and ERPNext; the numbers name the steps

How it works

  1. At the top of the sidebar, click the Connectors icon.
  2. For a connector that is not connected yet, click Connect GitHub or Connect.
  3. At GitHub, click Add repositories to choose repositories as storages.

Effects

Entry or choice Affects Result
Connect GitHub Connection Opens the window Connect GitHub.
Connect at Bitwarden Connection Opens the window to connect Bitwarden, see Link a vault.
Connect at ERPNext Connection Opens the window to connect ERPNext. MeshFolio only reads.
Add repositories Storage Opens the choice, see Add repositories. Chosen repositories appear as storages.
Manage at Bitwarden or ERPNext Connections Opens the list of connections, in which you remove a connection.
Disconnect at GitHub GitHub After a question, MeshFolio revokes its access at GitHub. Storages that were cloned stay, but they can no longer reach GitHub.
Add connector Window Opens the choice of connectors, see Add a connector.

Add a connector

Here you choose which connector you connect.

The window with the cards GitHub, Bitwarden and ERPNext; the numbers name the steps
The window with the cards GitHub, Bitwarden and ERPNext; the numbers name the steps

How it works

  1. At the top of the sidebar, click the Connectors icon.
  2. At the bottom of the sidebar, click Add connector.
  3. Click the card of the connector: GitHub, Bitwarden or ERPNext.

Effects

Entry or choice Affects Result
GitHub Connection Closes the window. If GitHub is not connected yet, Connect GitHub follows, otherwise Add repositories.
Bitwarden Connection Closes the window and opens the window to connect a vault, see Link a vault.
ERPNext Connection Closes the window and opens the window to connect ERPNext. Afterwards the Connectors view shows the new connection.
Cross at the top, Escape Window Closes the window without changing anything.

Connect GitHub

Before you go to GitHub, MeshFolio asks here for your consent: it asks GitHub for access to your repositories.

The window with the note which access MeshFolio asks GitHub for and the Continue to GitHub button; the numbers name the steps
The window with the note which access MeshFolio asks GitHub for and the Continue to GitHub button; the numbers name the steps

How it works

  1. In the Connectors view, click Connect GitHub at GitHub.
  2. Click Continue to GitHub.
  3. Sign in at GitHub and allow the access to repositories.

Effects

Entry or choice Affects Result
Continue to GitHub GitHub Goes to GitHub. MeshFolio asks for access to read and write your repositories, private ones included. You sign in at GitHub, MeshFolio never sees your password.
Consent at GitHub Connection The access token is stored encrypted with the key of your team. The card shows "Connected as …" and the choice Add repositories opens.
Cancel Window Closes the window without sending anything.

Add repositories

Here you choose repositories from GitHub that MeshFolio adds as storages and clones in the background.

The choice of repositories from GitHub with two ticked rows and the Add button; the numbers name the steps
The choice of repositories from GitHub with two ticked rows and the Add button; the numbers name the steps

How it works

  1. In the Connectors view, click Add repositories on the card of GitHub.
  2. Under Filter repositories, type part of the name to narrow the list.
  3. Tick every repository you want to add.
  4. Click Add.

Effects

Entry or choice Affects Result
Tick Selection The counter says how many are selected. Add can be clicked only from one repository on.
Add Storage Each chosen repository (at most 20 at once) becomes a new storage that is cloned in the background, and counts toward the repository limit of your plan. It appears collapsed in the Folders view, see Browse storages and folders.
Added, Larger than … MB Row These rows cannot be selected. The limit in MB is in the badge.
Private, Archived, Read only Row Badges. The rows can be selected. With Read only, changes cannot be sent back to GitHub.
Cancel Window Closes the window without adding anything.

The Vaults view shows your connected password vaults with folders, organizations and collections and opens the entries as a table. It needs an account.

The sidebar with the Vaults view, the list of folders, organizations and collections and the search field; the numbers name the steps
The sidebar with the Vaults view, the list of folders, organizations and collections and the search field; the numbers name the steps
The table with the entries of a collection, their checks and the icons for copying; the numbers name the steps
The table with the entries of a collection, their checks and the icons for copying; the numbers name the steps

How it works

  1. At the top of the sidebar, click the Vaults icon.
  2. If a vault is locked, click Unlock and enter the master password.
  3. Click an item of the list, for example a collection. The entries open as a table.
  4. Enter a term in the search field to narrow the entries.
  5. Click a row of the table to open the entry, see View a vault entry.

Effects

Entry or choice Affects Result
Vaults icon Sidebar Shows the vaults. The choice is remembered in this browser.
Unlock Vault The master password is encrypted in the browser and used once to open the vault. It is not stored. The vault stays open until you sign out of MeshFolio.
Refresh next to the vault Vault Reloads folders, organizations and collections from the vault server.
Search field Table Filters the open table. If no table is open, it searches all open vaults in a tab "Search: …".
Manage connections Connections For administrators only. Opens the list of connections. Remove deletes the connection, nothing is deleted in the vault itself.
Icons in a row Clipboard Copy the user name, the password or the one-time code. A copied password or one-time code is cleared from the clipboard after 30 seconds.
Show password for 10 seconds Table Shows the password in the row for 10 seconds. Where the collection hides passwords, the password, the eye and the one-time code are missing.
Badge of the checks above the table Table Filters to the entries with this check, for example 2FA missing.

Link a vault

Here you choose the kind of vault you link. Bitwarden is offered, also as a self-hosted Vaultwarden server. Only administrators can link vaults.

The window with the card Bitwarden; the numbers name the steps
The window with the card Bitwarden; the numbers name the steps

How it works

  1. In the Vaults view, click Add vault at the bottom.
  2. Click the card Bitwarden.
  3. In the window Connect Bitwarden, enter the details, click Test connection and then Save.

Effects

Entry or choice Affects Result
Bitwarden Window Closes the choice and opens the window Connect Bitwarden.
Name of the connection Vault This is the name of the connection in the list. The name must be unique in the team.
Server Vault Bitwarden (bitwarden.com), Bitwarden EU (bitwarden.eu) or Self-hosted (Vaultwarden or Bitwarden server). For self-hosted servers, enter the Address of the server.
client_id, client_secret, Master password Vault The API key of the account and the master password open the vault. You find the API key in the web vault under Account settings, Security, Keys.
Store the master password (encrypted) so that the vault opens by itself Vault With the tick, MeshFolio can open the vault without you. The master password is sealed with the key of your team.
Test connection Connection Checks whether the vault can be opened and names the account, organizations, collections and entries. Nothing is stored. Five tests are allowed in 10 minutes.
Save Connection Saves the connection and opens the vault for this session. It appears in the Vaults view at once. Can be clicked only after a successful test. Any change, or more than 10 minutes of waiting, discards the test.

View a vault entry

The window shows an entry of your vault in sections. Secrets such as the password are visible only after a click.

The window of an entry with the sections Overview, Access, History and Checks and a password that is shown; the numbers name the steps
The window of an entry with the sections Overview, Access, History and Checks and a password that is shown; the numbers name the steps

How it works

  1. In the table of vault entries, click a row.
  2. Next to Password, click Show password for 10 seconds.
  3. Click Copy password to put the password on the clipboard.
  4. Click the cross to close the window.

Effects

Entry or choice Affects Result
Show password for 10 seconds Display Fetches the password from the vault and shows it for 10 seconds, then as dots again.
Copy password Clipboard Copies the password. The clipboard is cleared after 30 seconds.
Icon at One-time code Display and clipboard Shows the current one-time code and copies it.
Icon at User name Clipboard Copies the user name.
Address Browser An address with http or https opens as a link in a new tab.