# Manage collections Create collections to organize your shared items. # Collections Overview A Collection is a way of **managing access to items** in a Shared Vault. Collections are only available in **[Shared Vaults](https://vault-doc.wallix.com/link/54)**. **[Create a Collection](https://vault-doc.wallix.com/link/58)** within your Shared Vault to share items with members of the vault. You can **[Edit Collection Information](https://vault-doc.wallix.com/link/3)** after creation. **[Add Member Access](https://vault-doc.wallix.com/link/68#bkmrk-alternatively%2C-click-1)** to the Collection and assign them permissions to limit what they can and cannot do. **[Edit Member Access](https://vault-doc.wallix.com/link/68#bkmrk-alternatively%2C-click-2)** or **[Remove Member Access](https://vault-doc.wallix.com/link/68#bkmrk-alternatively%2C-click)** from a collection. **[Add Items to a Collection](https://vault-doc.wallix.com/link/65#bkmrk-%C2%A0)** that you wish to share with other members of the collection. **[Remove Items from a Collection](https://vault-doc.wallix.com/link/65#bkmrk-click-save.-the-item)** if you no longer wish to share them with other members of the collection. [**Use Nested Collections**](https://vault-doc.wallix.com/link/64) to organize your Collections. **[Delete a Collection](https://vault-doc.wallix.com/link/63)** if it is no longer needed. Items within the Collection will not be deleted. If an item is no longer assigned to any Collections, it is added to the [**Unassigned Collection**](https://vault-doc.wallix.com/link/66). # Create Collection From the **Shared Vaults Screen**, click on the **New** button. This opens a **context menu**. Click on the **Collection** link. [![create collection screen.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/create-collection-screen.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/create-collection-screen.png) A **New Collection Screen** appears. Enter a Collection Name in the **Name** Field. If you wish to nest this Collection under an existing Collection, choose the Collection from the **Nest collection under** dropdown. Click **Save** to create the Collection. Alternatively, click **Cancel** to cancel the operation. [![Create Collection.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/create-collection.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/create-collection.png) # Edit Collection Information From the Shared Vault Screen, the Collections List is displayed by default. Click the [![more button.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/nCwmore-button.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/nCwmore-button.png) **More** **button** beside a Collection. A context menu is displayed. Click the **Edit info** link. [![Edit Collection link 2.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/edit-collection-link-2.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/edit-collection-link-2.png) **Alternatively**, the Edit Collection Screen can also be accessed from the Collection Screen. Click on a **Collection** in Collection List. Click on the [![more button.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/nCwmore-button.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/nCwmore-button.png) **More button** beside the **Collection Name.** A context menu displays. Click **Edit info**. [![Edit Collection link.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-12/scaled-1680-/edit-collection-link.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-12/edit-collection-link.png) The **Edit Collection Screen** displays. From the **Collection Info Tab**, change the **Name** and the **Nest collection under** fields. [![Edit Collection screen.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/edit-collection-screen.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/edit-collection-screen.png) Click **Save** to save changes. Alternatively, click **Cancel** to cancel the operation. # Manage Member Access to Collection From the Shared Vault Screen, the Collections List is displayed by default. Click the [![more button.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/nCwmore-button.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/nCwmore-button.png) **More** **button** beside a Collection. A context menu is displayed. Click the **Access** link. [![edit access 2.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/edit-access-2.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/edit-access-2.png) **Alternatively**, the Edit Collection Screen can also be accessed from the Collection Screen by clicking the [![v button.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/WsCv-button.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/WsCv-button.png)**More button** beside the **Collection Name**, then clicking the **Access link** in the context menu. [![edit access.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-12/scaled-1680-/edit-access.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-12/edit-access.png) The **Edit Collection Screen** displays with the **Access tab** open. ### Grant Member Access To **Grant a Shared Vault Member Access** to a Collection, select the **Permission** and **Select members.** [![edit collection access screen - add.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/edit-collection-access-screen-add.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/edit-collection-access-screen-add.png) Click the **Enter** button. The Member is **added** with the **permission selected**. Click **Save** to save changes. Alternatively, click **Cancel** to cancel the operation. ### Remove Member Access To **remove access** to a Collection, click the **X button** beside the Member in the Member List. [![edit collection access screen - remove.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/edit-collection-access-screen-remove.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/edit-collection-access-screen-remove.png) The **Member** is **removed** from the **Collection**. Click **Save** to save changes. Alternatively, click **Cancel** to cancel the operation. ### Edit Member Access To **Edit a Member Access** to a Collection, change the Permission in the **Permission dropdown**. [![edit collection access screen - edit.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/edit-collection-access-screen-edit.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/edit-collection-access-screen-edit.png) Click **Save** to save changes. Alternatively, click **Cancel** to cancel the operation. # Delete Collection A Collection can be deleted from the Collection List Screen or from the Collection Screen. Items within the Collection will not be deleted. If an item is no longer assigned to any Collections, it is marked as an [**Unassigned Item.**](https://vault-doc.wallix.com/books/former-documentation/page/unassigned-items "Unassigned Items") From the **Collection List Screen**, click the [![more button.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/Qtwmore-button.png) ](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/Qtwmore-button.png)**More button**. A **context menu** is displayed. Click the **![](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/embedded-image-h8mnlfvr.png)Delete** link. [![delete collection from collection list screen.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/8KWdelete-collection-from-collection-list-screen.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/8KWdelete-collection-from-collection-list-screen.png) **Alternatively**, the **Delete** link can be accessed from the **Collection Screen**, click the [![v button.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/v-button.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/v-button.png)**More button**. A **context menu** is displayed. Click the **![](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/embedded-image-h8mnlfvr.png)Delete** link. [![delete collection from collection screen.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/AErdelete-collection-from-collection-screen.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/AErdelete-collection-from-collection-screen.png) A **Delete Collection Confirmation** Popup is displayed. [![confirm delete screen.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/kRiconfirm-delete-screen.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/kRiconfirm-delete-screen.png) Click the **Yes** button to delete the collection. Click the **No** button to cancel the operation. # Nested Collections Collections can be **nested inside one another**. This can be done when you [**Create a Collection**](https://vault-doc.wallix.com/link/58) or when you [**Edit a Collection**](https://vault-doc.wallix.com/link/3). For example, there are currently **two Collections**, Default Collection and New Collection which are at the **same level**. [![nested collections - before nesting.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/nested-collections-before-nesting.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/nested-collections-before-nesting.png) From the **Edit Collection Screen** for the **New Collection**, select Default Collection from the **Nest collection under** field. [![edit screen - nest collection.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/edit-screen-nest-collection.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/edit-screen-nest-collection.png) Click **Save** to save the changes. **New Collection** is now at a **level below** Default Collection**.** [![nested collections - after nesting.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/nested-collections-after-nesting.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/nested-collections-after-nesting.png) # Add, Edit or Delete Items The Procedure as the **same** as that for **creating items in Shared Vaults**. This is because all Shared Vault items are created in a Collection. ### {{@62}} # Assign or Remove Items An **Item** in a **Shared Vault** can be **assigned to one or more Collections** from the Collections Screen. This can be done when you [**Create a Collection**](https://vault-doc.wallix.com/link/58) or when you [**Edit a Collection**](https://vault-doc.wallix.com/link/3). Click the **Shared Vault Screen** and select a Shared Vault. The **Item List** for the Shared Vault is **displayed**. ### Assign Item to Collections Click the [![more button.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/nCwmore-button.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/nCwmore-button.png) **More** **button** beside an Item. A **context menu** is displayed. Click the **Collections** link to **modify** the **List of Collections** to which the **Item** is **assigned**. [![Item List in shared vault - collections option.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/F0Oitem-list-in-shared-vault-collections-option.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/F0Oitem-list-in-shared-vault-collections-option.png) The **Collections Screen** for the **Item** is displayed. **Check** one or more Collections. [![collections screen for item.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/collections-screen-for-item.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/collections-screen-for-item.png) Click **Save** to save changes. The **Item List** for the Shared Vault is **displayed**. The **Item** is assigned the Collections chosen. [![collections changed for item.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/collections-changed-for-item.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/collections-changed-for-item.png) ### Remove Item from Collections From the **Collections Screen** for an **Item**, click **Unselect all**. [![Collections Screen - unselect all.png](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/scaled-1680-/X0Scollections-screen-unselect-all.png)](https://vault-doc.wallix.com/uploads/images/gallery/2023-11/X0Scollections-screen-unselect-all.png) Click **Save**. The Item is now **unassigned to collections**. # Unassigned Items The **Collection** field is **mandatory** to **create** an Item in a Shared Vault. However, an Item can be **removed** from a **Collection after** it is **created**. If an item is **no longer assigned to any Collections**, it is marked as an **Unassigned Item**. This will happen if all collections, that an item is assigned to, are unselected or deleted. This will happen if an Item is [**Removed from all Collections**](https://vault-doc.wallix.com/link/65#bkmrk-click-save.-the-item) or if the **[Collections to which it is assigned are deleted](https://vault-doc.wallix.com/link/63)**. Only members with **owner** or **admin roles** can **see** Unassigned Items, and can decide how to treat them.