VaultPilot in-app screen help opens the matching help page for the active screen and language in a new tab. Every workspace shown after sign-in has a ? button in the top bar, and some dashboard menus expose the same link as Open documentation.
Each guide says what must be ready before an action, what the visible states mean, how to proceed safely, and which evidence you can share when something goes wrong.
Find the right help page
The table below maps each screen to its guide and the decision that guide supports. If you open a guide from this index, verify the active screen and tab in VaultPilot before acting. If the screen and the guide disagree, report the difference to support@vaultpilot.io with a redacted screen summary; do not change a production setting based on an assumption in the guide.
| Screen | Help page | Use this guide when… |
|---|---|---|
| Security Command Center | Security Command Center | Several operational signals compete for attention and you need to choose the first verified action. |
| Security | Security | You are correlating coverage, exposure, behavior, audit, and access signals. |
| Domain | Domain Dashboard | You are checking directory connection, agent health, or managed-account state. |
| Certificate dashboard | Certificate Dashboard | You are prioritizing expired, approaching, invalid, or host-mismatched certificates. |
| Rotation | Rotation Dashboard | You are planning password or key renewal with ownership and expiry context. |
| New record | New Record | You need to choose the correct record type and understand what save actually changes. |
| Passwords | Passwords | You are finding, editing, copying, checking, or rotating sign-in records. |
| API keys | API Keys | You are storing, rotating, or marking token and API credential records inactive. |
| Secure notes | Secure Notes | You are keeping sensitive operational text structured, bounded, and searchable. |
| Certificates | Certificates | You are storing certificate metadata or an encrypted certificate package. |
| Files | Files | You are adding, downloading, sharing, or removing approved sensitive files. |
| Active Directory records | Active Directory Records | You are reviewing custody, risk, sync, or account actions for directory-origin records. |
| Sharing | Sharing | You are preparing internal or external delivery, setting limits, or revoking a package. |
| Sign-in security | Sign-In Security | You are evaluating 2FA, sessions, automatic locking, or account-recovery effects. |
| Discovery | Discovery | You are running approved exposure checks or importing a verified file finding. |
| Users | Users | You are changing an account, role, sign-in access, password, or 2FA state. |
| License | License | You need to understand feature gates, trial state, capacity, or read-only mode. |
| Audit Log | Audit Log | You are determining who did what, checking integrity, or building an event timeline. |
| Integrations | Integrations | You are managing API clients, directory connectivity, or general integration health. |
| Notifications | Notifications | You are deciding which events reach whom or investigating delivery behavior. |
| Executions | Executions | You are monitoring active, completed, failed, cancelled, or apparently stuck jobs. |
| Updates | Updates | You are checking a release, starting an update, or verifying the post-restart state. |
| Server settings | Server Settings | You are changing access, HTTPS, SMTP, backup, migration, restart, or maintenance controls. |
| Browser extension | Browser Extension | You are pairing a browser, approving a request, or revoking device access. |
Context-aware help routing
Some tabs and record contexts open the relevant section rather than the base workspace guide:
- With Integrations > Browser extension active,
?opens Browser Extension Screen, not the general Integrations guide. - With Integrations > Active Directory active,
?opens the Active Directory section of the Integrations guide. - With Tasks > Scheduled active,
?opens the scheduled operations section of the Executions guide. - With Server Settings > General active,
?opens the general settings section of the Server Settings guide. - With Server Settings > Sign-in security active,
?opens Sign-In Security Screen, not the general Server Settings guide.
Choosing Go to agent from a record detail or Active Directory card navigates to Integrations > Active Directory and focuses the matching provider. It does not create an agent, start a sync, or change the open record.
Top-bar refresh
The refresh control in the top bar does not reload the browser page. It refreshes only the visible workspace and selected tab. For example, Tasks > Scheduled does not refresh the Runs list, Integrations > Active Directory does not refresh API clients, and one Server Settings tab does not refresh unrelated tabs. Local search and filter state, open form drafts, and vault lock state remain intact.
Move to each workspace and refresh it separately when an investigation spans several areas. Do not treat this control as a full-server reload or a service restart.
Public documentation security boundary
The guides show placeholders and synthetic data only. To report an inaccurate guide, send support@vaultpilot.io the screen name, VaultPilot version, visible state label and a redacted error summary. Never include real vault contents, passwords or tokens, .pfx/.p12 packages, private keys, certificate passwords, credential-bearing logs, API client secrets, license material, internal IP/host names or screenshots of real records.