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:

• 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

Access shared vault items

When you are member of a shared vault, its items are displayed with your personal items.

Access the Shared Vault Console

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

• The button at the bottom left of the screen

• The button at the top right of the screen

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

Create shared vaults

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

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

After providing the name, the shared vault is created and you are the default Owner.
(We'll see the different role later)

Rename

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

add, edit, remove, revole

role

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 share vaults

The shared vault is completely deleted and cannot be restored.

Manage shared vault items

Add / Edit / Delete items

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

• Create login, credit card, identity or note secrets

We'll only deal with the specific shared vault 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.
When you create a shared vault, 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

And voila! everything else is the same.

Search items

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

• Search specific secrets documentation

Import / export data

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

• Import or export secrets

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

Reports

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

• Generate security reports on your secrets

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

Manage shared vault collections

Create / Edit / Delete

chainage

Unassigned collection