Shared vault

As a reminder, you have access to two types of vault:

On this page, we'll focus on your shared vaults.

For more information on personal vault and plug-ins, please consult the following documentations:

Manage shared vault

Create shared vaults

On the filter menu, you have a button to create a new shared vault:

image.png

You can also create shared vaults from the Shared Vault Console.

After providing the name, the shared vault is created and you are the default Owner.

Access shared vault items

When you are a shared vault member, the items for which you have a permission are displayed with your personal items.

image.png

Access the Shared Vault Console

If you are Admin or Owner of a shared vault, you can access to the Shared Vault Console using:

image.png

image.png

From here you can select your shared vault (MyTeam or MyTeamAdmin in the following example):

image.png

Rename shared vaults

From the Shared Vault Console then Settings and Shared vault info you can rename your shared vault.

Only the Owners can rename a shared vault.

Members

To add a shared vault member, you must have access to the Shared Vault Console then go to Members.

From here you can click Invite member. Then you have to:

If you don't know what a collection is, you should start by reading the documentation.

Roles & Permissions

In a shared vault, members can have one of three possible roles:

In combination, members have permissions on selected collections:

Only Owner can add new Owners

Admins and Owners can only manage members of collections for which they have Can manage permission

User can't delete item, whatever their permissions are because it's done through the Shared Vault Console

If a User / Owner / Admin create a new collection, he automatically has the Can manage permission

Collection management

Shared vault Owners have additional settings to manage rights in the Shared Vault Console then Settings and Collection management.

Purge & Delete

From the Shared Vault Console then Settings and Shared vault info you can delete or purge a shared vault.

Only the Owners can purge or delete a shared vault.

Purge shared vaults

All items and collections are deleted. Members remain untouched.

Delete shared vaults

The shared vault is completely deleted and cannot be restored.


Manage items

Add / Edit / Delete items

Most of the possible actions are described in the personal vault documentation:

We'll only deal with the specific shared vault features here.
But first, if you don't know what a collection is, you should read the documentation.

That said, here's a list of the specifics of managing items in a shared vault.

And voila! everything else is the same.

Searching for an item in the shared vaults works in the same way as searching for a personal item.

Import / export data

Importing or exporting data to a shared vault works in the same way as for the personal vault.

The only difference is the menu: Shared Vault Console > Settings > Import/Export data

Reports

Reporting on data in a shared vault works in the same way as for the personal vault.

The only difference is the menu: Shared Vault Console > Reports

Manage collections

A collection is the equivalent of a folder. But as well as organizing items, it also carries the notion of user permissions.
When you create a shared vault, there are 2 default collections:

What you can do with a collection depends on your permissions:

More information are available on the Members chapter

A collection can be created through the personal vault or through the Shared Vault Console.
You have to define:


Revision #25
Created 3 January 2025 16:00:09 by WALLIX Admin
Updated 7 January 2025 14:16:35 by WALLIX Admin