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Managing vaults

note

Tier: Professional, Enterprise

Create a Team vault​

Only Passwd admins can create Team vaults.

  1. Open Settings and select Manage vaults.
  2. Click Add new vault.
  3. Enter a Name (1–100 characters). Names don't have to be unique.
  4. Use Add user and Add group to choose who gets access, and set a role for each.
  5. Click Create vault.

You are added to the vault as an Editor automatically. Every vault needs at least one Editor, so you can't create a vault with only Viewers or remove its last Editor.

Roles​

RoleCan do
ViewerSee the vault and read its records.
EditorEverything a Viewer can, plus add, edit, move, and delete the vault's records, rename the vault, change its members, and delete it.

If someone is a member both directly and through a group, the strongest role applies.

Vault roles are separate from the roles you give on a single record. A person gets the highest access they have from any source: the record's own sharing, their role in the vault, or being an admin.

Edit or delete a vault​

In Settings → Manage vaults, use Edit vault to rename it or change members and roles. Use Delete vault to remove it.

Deleting a vault never deletes its records. They stay available and keep their sharing, they just move to No vault.

Add a record to a vault​

  1. Create a new record or edit an existing one.
  2. In the Assign vault field, choose the vault.
  3. Save the record.

To take a record out of a vault, set Assign vault back to No vault.

You need to be an Editor of the vault you move a record into. When moving a record from one vault to another, you also need to be an Editor of the vault it comes from.

Find your vaults​

  • Left menu: the Vaults section lists your vaults. Select one to see only its records.
  • All records: filter by vault, or choose No vault to see records that aren't in any vault.
  • Search: in All records, search finds records and also vaults by name. Inside a vault, search covers only that vault's records.