Questions about organisation and sharing of vault contents

Here are some steps to get you started:

  1. Rename your organization from “Finance” to “My Organization”: in the Web Vault Admin Console, use the left-hand navigation menu to go to Settings > Organization info, where you can modify the “Organization Name” field, after which you should click the Save button.

  2. Back in the Password Manager section of the Web Vault, open your nested collection named “Shared”, then delete the “Shared” collection by clicking the V arrow icon next to the collection name at the top of the page (as shown in this screenshot), and selecting :wastebasket: Delete.

  3. Still in in the Password Manager section of the Web Vault, create two new collections: name one of them “Finance”, and name the other “Shared”. To create a collection, click the blue New V button in the top right corner of the vaults view in the Password Manager, and then select “Collection” (as shown in this screenshot). In the Collection info tab, enter the desired collection a Name, and ensure that the Organization value is set to “My Organization” (or whatever name you choose in Step 1 above); ignore the External ID field. Important: Make sure that the option Nest Collection Under is set to “No collection”. Don’t forget to click the Save button when you’ve defined the parameters for the first collection; then repeat the whole process for the second collection.

  4. Go back to the Admin Console, go to the Members view, and check whether there are any members in your organization.

After completing the above, I would suggest that you post a screenshot showing the “Filters” view (similar to the screenshots you’ve posted above), and also describe or screenshot the list of organization members (if posting a screenshot of the Members view, please ensure that any real names and email addresses shown in the “Name” column have been redacted to protect your privacy).

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