Manage Shared Vaults

Create shared vaults to to exchange your items securely.

Shared Vaults Overview

A Shared Vault is is a way of sharing items between other members. It is created and shared with other Members.

It can be renamed after creation.

A number of options are available from the Context Menu of a Shared Vault Item, depending on the Item Type, such as:

It can contain one or more Collections. It can contain one or more Items that can be shared with Members via Collections.

Members can be added with different Roles within the Shared Vault and given access to Collections.

Temporary access to a Shared Vault can be revoked or restored. Members can also be removed permanently or they can leave the Shared Vault.

A Shared Vault can be purged of its data (while keeping the Shared Vault) or deleted entirely.


Create a Shared Vault

From the Home screen, click on the + New Shared Vault link.

create shared vault link.png

The New Shared Vault pop up screen is displayed.

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Enter a Shared vault name and click Submit.

A New Shared Vault with that name is created.

new shared vault created.png

Rename Shared Vault

From the Shared Vault screen in the Settings Tab, rename the Shared Vault in the Shared Vault Name field.

Click Save to save changes. The Shared Vault is renamed.

Rename shared vault - settings screen.png


Shared Vault Items Context Menu

From the Item List click the more button.png More Button of a Shared Vault Item.

The Shared Vault Item Context Menu is displayed.

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A number of options are available (depending on the Item Type):



Invite Member to Shared Vault

From the Shared Vaults screen, click on the Invite member button.

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The Invite Members screen is displayed. The Role Tab is selected by default.

EN Invite Member Shared Vault.png

Grant Permissions to a Collection

Before granting a user access to a Shared Vault, you must grant permissions to at least one collection in the Shared Vault.

Click on the Collections tab.

Choose the Permission from the Permission dropdown.

Choose the Collection from the Select Collections dropdown.

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Click Enter. The Pemissions assigned to the Collection is displayed.

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Select Member to Invite

Once at least one Collection in the Shared Vault has Permissions assigned, Members can be invited to the Shared Vault.

The Role Tab is selected by default.

Select a Member to invite from the Select New Members dropdown.

Select the Member Role. User is checked by default.

Invite member to shared vault.png

Click Save to invite the member to the Shared Vault. The Member is displayed in the Member List for the Shared Vault.

Alternatively, click Cancel to cancel the operation.

Member added to Shared Vault.png


Add, Edit or Delete Items

Create a Shared Vault Item

Follow the normal procedure for creating an Item, with one additional step.

Items created in a Shared Vault have one extra field - the Collections Field, which is mandatory. A Shared Vault Item must be added to at least one Collection.

In the Collections Section of the New Item Screen, check the checkbox beside a Collection that you wish to add the Item to. 

Then Click Save to create the Item.

Create SV Item.png

Manage Shared Vault Items

The procedure to Edit an Item and Delete an Item are the same as for personal Vaults as are the Item Types.

Edit Member Roles

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Member Role link.

Change member roles link.png

The Edit Member screen displays with the Role Tab open.

Change the member role using the Member Role radio buttons.

edit member screen.png

Click Save to save changes.

Alternatively, click Cancel to cancel the operation.

Manage Member Access to Collections

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Collections link.

Change member collections link.png

The Edit Member screen displays with the Collections Tab open.

To remove access to a Collection, click the X button beside the Collection in the Collection List.

To add a new Permission to a Collection, select the Permission and Collection and click the Enter button. This is the same procedure as from the Add Members screen.

edit member.png

Click Save to save changes. The Member is now added to this collection.

Alternatively, click Cancel to cancel the operation.

Revoke Access to Shared Vault

 

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Revoke Access link.

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A Revoke Access Confirmation screen displays.

Revoke access confirmation.png

Click Revoke Access to Revoke Access. The Member will be displayed in the Revoked Tab of the Member List.

Alternatively, click Cancel to cancel the operation.

REvoked member.png


Restore Access to Shared Vault

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Restore Access link.

Restore access link.png

The Member's access to the Shared Vault is restored.

The Member will be displayed in the All Tab of the Member List.

Revoke access link.png.png


Remove Member

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Remove link.

remove member link.png

A Remove Member Access screen is displayed.

remove member confirmation.png

Click Yes to Remove the Member from the Shared Vault. The member is removed from the Shared Vault.

Alternatively, click No to cancel the operation.

Note: similarly to the Leave Shared Vault function, this is only possible if the Member is not the last remaining member with Owner access.

Leave a Shared Vault

To leave a Shared Vault, click on the more button.png More button beside the Shared Vault.

A context menu is displayed.

Leave shared vault.png

leave shared vault confirmation.png

Click Yes to leave the Shared Vault.

Click No to cancel the operation.

Note: If you are the last remaining Vault Owner, you are not permitted to leave the Shared Vault. In this case the following message is displayed.

cannot delete last shared vault owner.png

Purge Shared Vault

From the Shared Vault Screen, click on the Settings Tab.

Click the Purge Vault button to purge all data from the Vault.

Purge Shared Vault.png

A Confirmation Screen appears.

Enter your Master Password and click the Purge Vault button to purge the Vault.

Alternatively, click Close to cancel the operation.

Purge shared vault confirmation.png

Delete Shared Vault

From the Shared Vault Screen, click on the Settings Tab.

Click the Delete Shared Vault button to delete the Shared Vault.

Delete Shared Vault.png

A Confirmation Screen appears.

Enter your Master password and click the Delete shared vault button to delete the Vault and all of it's data.

Alternatively, click Close to cancel the operation.

Delete Shared vault confirmation.png