Shared vault

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

• Your personal vault, to which only you have access.
• Shared vaults, enabling secrets to be shared between different people and teams.

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

For simplicity's sake, the screenshots are taken from the web client, but most of the actions described can be performed on mobile or plugin clients.

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

• Link for the authentication and the authentication secrets management documentation
• Link for personal vault documentation
• Link for browser plugin documentation

Shared actions with personal vault

The shared vault is used almost exclusively as a personal vault. So we'll only deal with its specifics in this page.

Here are links from the personal vault documentation, to other actions you might want to take:

• Authenticate and manage your authentication secrets
• Create login, credit card, identity or note secrets
  

An existing personal item can be cloned or moved to a share vault.

• Add attachments to secrets
  
• Organize your vault with favorites items
• Search specific secrets
• Generate secure links to share text or files
  
• Generate passwords and identifiers
  
• Import or export secrets
  

Import / Export can also be done through Share Vault Console > Settings > Import/Export data

• Generate security reports about your secrets
  
• Configure your account settings
  
  • Clean up account content
  • Change master password
    
  • Set language and theme preferences
  • Set timeout parameters

Manage shared vault

Create

Rename

Members

add, edit, remove, revole

role

Purge

Delete

Manage shared vault items

Add / Edit / delete items

Most of the action are described in the personal vault documentation:

• Create login, credit card, identity or note secrets

We'll only deal with its specific features here.
But before, we need to talk about collections. They will have their own dedicated chapter, but it's important to understand what they are when we talk about items.
A collection is the equivalent of a folder. But as well as organizing items, it also carries the notion of user rights.
There are 2 default collections:

• Default collection, which is present by default but managed with rights, like any other collection
  
• Unassigned, which is a collection that cannot be selected in filters and in which all shared vault members have write access. This is where items that don't have a dedicated collection go.
  

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

• When an item exist in a personal vault, it can be moved to a shared vault through Assign to collection (click the 3 dots at the end of the item line).
  The item can't be assigned to the Unassigned collection
  
  
• When an item exist in a personal vault, it can be cloned to a shared vault through OWNERSHIP > Who owns this item?
  The Default collection is assigned by default, but if you uncheck it, the item will switch to Unassigned mode
  
  
• A new item can be created on the shared vault
  From your personal vault, you have to change OWNERSHIP > Who owns this item?
  From your shared vault, the Default collection is assigned by default
  If no collection are selected, the item will switch to Unassigned mode

 

Search

Import / export

Move from personal vault

Reports

Manage shared vault collections

Create / Edit / Delete

chainage

Unassigned collection