Keeper 101 - How to Create a Shared Folder in Keeper

Learn more about shared folders, what you can do with them and how to create a shared folder in your Keeper Vault.

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Keeper Sharing Guide: https://docs.keeper.io/user-guides/sharing
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Transcript

Keeper’s shared folders make sharing records with friends and family both easy and secure. Our shared folders provide great flexibility with both user and record permission controls.

To create a shared folder, click the Create New button and select Shared Folder. Enter a folder name and use the dropdown arrows to set the folder’s default permissions.
User Permissions are used to govern each individual user's ability to add or remove records and other users to the folder. Record Permissions are used to govern folder members' interactions with each individual record in the folder. For more information on Shared Folder Permissions, please see our Sharing Guide I’ve linked in the description below.

Once you click Create, you can begin adding records and users to the folder. Add records with a simple drag-and-drop. Quickly move multiple records at once by selecting each record while holding down “Control” or “Command” on your keyboard and dragging and dropping the records into the desired folder. Alternatively you can click the folder’s Edit icon and add records from the search bar.

To add users to the folder, switch to the "Users" tab and enter the email of the Keeper user you would like to share the folder with and click Add, or select a user from your list of contacts.

While in “Edit” mode, the “Settings” tab is where you can manage the folder’s default User and Record Permissions over the folder, meaning any new user or record you add to the folder will inherit the permissions you set. Remember, these were initially set when you created the folder but you can adjust them at any time.

It’s important to note that newly created records inherit the permissions you set when adding users or records to the shared folder. Optionally, check this box to apply the permissions you set to the existing records.

If you’d like to change just an individual record’s or user’s permissions, you can do that as well. From the “Records” tab, click the dropdown menu to set individual record permissions. The same process applies to users. From the “Users” tab, click the dropdown to select a user’s permissions over the users and records in the folder.

Lastly, you can delete records and users by simply checking the box next to the record or user’s name and clicking Delete. Remember, be sure to click Save after making any of the changes we reviewed.

Видео Keeper 101 - How to Create a Shared Folder in Keeper канала Keeper Security