Moving smoothly from a "demo member" to an actual one?

williakzwilliakz
edited January 4 in Families

OK, I'm just about ready to help one of my (few) computer-literate family members convert from pad and pencil (actually spreadsheet) to 1Password 7 for Families.

My thought is to first set up a 1Password environment where, together via remote screen-sharing, we create a "demo member" whose email, Master Password, and Secret Key it is acceptable for me to know in the course of going through the member activation process. Then I can proceed to show my family member how to populate and use 1Password on all their devices to access websites, store confidential info, etc.

Once we're both comfortable with their ability to use the package going forward, my intention is to delete entirely the "demo member" then, separately with just phone support, go through the "standard" family member setup (invite, activate, confirm, populate, etc.) to makeover the now open slot for the "real" member where their Master Password and Secret Key are not known (or knowable) to me.

However, with all the tangles and lockouts your users seem to get into with accounts, members, Master Passwords, Secret Keys, etc. I want to run my scheme by you folks for any cautions, advisements, or suggestions you may have. I currently have two open slots (3 actual members out of 5 total) so no problem there. My family member's devices are: a MacBook Pro on High Sierra, an iPhone with the current IOS, and a PC on Windows 10. Please look over my plan and let me know of any pitfalls you see or improvements you can suggest so I can keep my New Year's resolution a few days longer than I was able to last year...


1Password Version: Not Provided
Extension Version: Not Provided
OS Version: Not Provided
Sync Type: Not Provided

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Comments

  • ag_anaag_ana

    Team Member

    My thought is to first set up a 1Password environment where, together via remote screen-sharing, we create a "demo member" whose email, Master Password, and Secret Key it is acceptable for me to know in the course of going through the member activation process.

    Could you not avoid using this extra user altogether, and help them setup their account directly while you are on screen sharing? If this account is going to be used just for the demo, and will then be deleted, perhaps this step won't be necessary.

  • ag_anaag_ana

    Team Member

    I see what you mean. If you prefer using this demo account then, just make sure you remove it after you are done so you can keep the account clean from unused accounts. I cannot think of anything else that differs from a regular account creation.

    Ultimately, using this demo account or not won't change anything: it will just make things a bit longer and more complicated because they will have to setup the account by themselves afterwards, without you on the screen sharing session, but it won't change their setup process at all (they will still have to receive the invitation email and sign up normally).

    I would personally just stress the importance of downloading the Emergency Kit and writing their Master Password in it. If they have their credentials and are able to access their account, you won't have to go through account recovery.

  • ag_anaag_ana

    Team Member

    It is certainly up to you how you decide to go about doing this. What I wrote was my personal opinion since you asked for suggestions on how to improve the process, but at the end of the day you should use the process that makes you feel most comfortable. I think your mind is pretty set already on how to do this, so I suggest proceeding with the process you have planned.

    When it comes to freeing up the demo slot, here you can find the instructions on how to remove a user from a Families account.

  • ag_anaag_ana

    Team Member

    If this demo account comes from a different 1Password account than your personal one, you can even add both to the app and extension.

    Otherwise you can sign out from the current one you are using and login with the demo one. There is no need to uninstall the app or the extension if all you want to do is switch accounts.

  • ag_anaag_ana

    Team Member

    That sounds good to me :+1:

  • ag_anaag_ana

    Team Member

    Am I still somehow logged into 1Password with my usual account which is preventing me from opening it with Demo's MP?

    Probably yes.

    Surely 1Password.com is aware of Demo's appearance? In addition to letting Demo login, I logged in as Family Organizer and Demo is shown as an "Active" member.

    The way 1Password unlocks is:

    • If a Primary vault exists, then it unlocks using the Master Password for that vault, regardless of what, if any, memberships are signed in
    • If a single 1Password membership is signed in, then it unlocks using the Master Password for that membership account
    • If multiple memberships are signed in, then it unlocks using the Master Password of the first added membership

    These are each exclusive scenarios. For example, if multiple memberships are signed in, you cannot unlock 1Password using the Master Password of the second account that was added.

  • BenBen AWS Team

    Team Member

    However, I wish to "switch" the 1Password for Mac and 1Password X apps on my test machine (and possibly elsewhere) from accepting Master Password logins from one of those users (Family Organizer) to accepting logins from another user (Demo). How do I do so?

    The best / easiest way may be to establish distinct macOS user accounts for each:

    Set up users, guests, and groups on Mac - Apple Support

    Ben

  • BenBen AWS Team

    Team Member

    I don't really see why you couldn't simply sign out from one 1Password account / reset the apps and then sign in with a different 1Password account, but that isn't really a scenario we tested or designed for, and so I don't have a way of providing specific instructions or conclusive expected results.

    I can see how such a thing might be useful in some cases, so I'd be happy to suggest to our QA team that we add that to our testing suite going forward, but that doesn't help you for the immediate future. I suppose I'd suggest trying to sign out of your own 1Password account (which again may require resetting the apps) and then try signing into your "demo" account, as that'll essentially be the same procedure you'd need to do with your family member but in reverse.

    For 1Password for Mac you cannot remove the last account. Instead you'd use the Help > Troubleshooting > Reset All 1Password Data option from the menu bar. Likewise 1Password for iOS will not allow you to remove the last account. Instead you can use 1Password > Settings > Advanced > Erase All 1Password Data.

    Ben

  • bundtkatebundtkate

    Team Member

    Resetting 1Password only removes your local data, @williakz. It's, quite literally, a reset button that will let the specific app you reset open like you've never used it before so you can sign in to a different account – the demo, in this case. You can then run your test, get a feel for what you'll show your family, and reset again to go back to your own account when you're done. When you sign in with your credentials, your data will sync right up, just like if you were adding a new device.

    This will prevent you from using your data on the device in question until you do that second reset and sign back in with your account credentials. So, when you set off to do that test, make sure that you've got access to everything of yours you'll need on another device and a copy of your Emergency Kit so you're easily able to sign back in to your account when the time comes.

    Finally, on the "how to?" front, Ben covered that in his previous reply.

    Mac

    use the Help > Troubleshooting > Reset All 1Password Data option from the menu bar.

    iOS

    use 1Password > Settings > Advanced > Erase All 1Password Data.

    On Windows, it's actually the same menu options as Mac – Help > Troubleshooting > Reset All 1Password Data. If you've done that process on Mac, you can do it on Windows as well. :+1:

    Additionally, you might find our Getting Started guide helpful to share with your family member:

    https://support.1password.com/explore/get-started/

    There are videos for some of these steps as well that might save you some time in your demo.

    And if I can make one final suggestion, 1Password X is cross-platform – it's available on both Mac and Windows (as well as other operating systems) and works just about the same everywhere. For an elderly family member that will likely use 1Password primarily in their browser, you might consider setting them up with just 1Password X. It's easier to get up and running than the desktop apps in my opinion. It's also a lot easier for folks who have no password manager experience to use. The inline menu is a small thing, but it does an awesome job at hand-holding and reminding folks they have an app to fill passwords with the icon right in those fillable fields. :chuffed:

  • BenBen AWS Team

    Team Member

    Sounds like you're headed in the right direction. :)

    Ben

  • bundtkatebundtkate

    Team Member

    Also, @williakz, you'll need to sign out of 1Password X independently. The reset instructions won't impact it. Here's how:

    1. Unlock.
    2. Right-click (sorry – Windows words as that's my world – control + click on Mac, I think?) on the extension icon and select Settings.
    3. Scroll down to "Accounts & Vaults" then click "sign out" next to your account.

    The effect here is the same as resetting the desktop apps – next time you click the extension, you'll be asked to sign in again. :+1:

    Another thing worth noting since you mentioned nothing actually unlocking when you tried things before, there is a known issue where clicking the lock button doesn't work under certain circumstances. Pressing enter/return will still unlock. I've also ran into one case where I personally managed to make it seem I was stuck on the web sign-in screen when setting up 1Password X. The extension was set up and worked, but it wasn't exactly obvious. That bit I am almost positive has been fixed, but it may only be in beta at the moment. Anyway, just two things your comment made me think of that might be of help. :chuffed:

    Oh, and finally, if you happen to use desktop app integration (requires both the Mac app beta and 1Password X beta), I'd probably turn that off for your demo. It makes signing in and out of accounts a bit more complicated since the extension's accounts need to match the Mac app's. Plus, I'd wager your family member probably isn't going to be using the betas anyway, so your demo will be more accurate to what they can expect to see.

    And, with that, I'll stop piling on unsolicited advice and let you get to it. :wink: Of course, if I can be of more help, just let me know.

  • BenBen AWS Team

    Team Member
    edited January 15

    @williakz

    My comment was entirely about the apps and not at all about the order in which people are added/removed from your membership. 1Password for Mac won't allow you to remove the only membership account that is signed in from it, and as such in order to get back to a place where that account is not signed in and you can instead sign in to a different one you'll need to use the procedure I outlined.

    Ben

  • bundtkatebundtkate

    Team Member

    I'm glad Ben was able to clear things up, @williakz! And my apologies for not hopping in here sooner. I got an e-mail notification about your last message, but not the ones before it for some reason and since I spend most of my time hiding in the Windows area of the forum, I didn't see it when doing my rounds. Please forgive me and all the best in getting your family member up and running. :chuffed:

This discussion has been closed.