Hello!
I migrated from LP about a year ago and got a Family plan. However, I have not added my wife to it because I am rather confused as to how to use it - add her as a user in my plan and let her have her own vault. In LP this was very simple and easy, but I can only find scattered bits and pieces of information in the KB for BW.
Is there a guide to help with this particular setup?
Thanks!
Hello and welcome to the community,
In brief. You have a personal vault. You also own an organization vault (family). You invite other people, like your wife, into your org (family). They also have their own personal vaults. In the org vault, you create collections whose members in the org have different permissions. Each person has “read/write” access to the collections they have permission to. You share a credential by moving a personal vault item into the collections that you have “write” access to, and other users in your org with at least “read” access to the collections will be able to see the item.
Here are the details. The “read/write” access mentioned above are simplified and you have more flexible permissions than that.
Thank you so much for your reply.
I had tried adding her some time ago but she couldn’t see the shared vault, for some reason, no matter how much I tried - maybe a temporary glitch.
I had also not realized you have to fine-tune the permissions for collections - this helped me with her not seeing a test login I created in our shared vault.
I think we’re all set now, thanks again! 