Shared Vault

Overview

A Shared Vault lets a team, family, or group share items together, with control over who can see what. Shared Vaults are a Premium feature.

Creating a Shared Vault

1. In your web vault, open Shared Vaults from the sidebar.
2. Click Create Shared Vault.
3. Enter a name, a billing email, and a default group name.
4. Create it.

The plan comes from your Heimlane Vault subscription - you don’t pick one here.

Members and roles

Open your Shared Vault and go to Members to invite people: enter their email and choose a role, then Send Invitation. They receive an email to join. Roles are Owner, Admin, Manager, User, and Member.

Groups

Groups decide who can access which items. For each member you can set access as Has access, Read-only, or Hide passwords. A default group is created with the vault, and you can add more.

Adding items to a Shared Vault

Edit an item, set Save to to the Shared Vault, choose the Groups that can access it, and Save. The item moves into the Shared Vault. (See Moving Items to a Shared Vault - this is one-directional.)

Owner tools

Owners can manage members and groups, set policies (for example, requiring two-factor authentication), view audit logs, and manage billing.

Tips

• Use Groups to give each person only the access they need.
• Keep an eye on the audit log to review activity.