Keeper Security - Password Sharing

Keeper Security - Password Sharing

With Keeper's powerful record sharing capabilities, users can securely share their records and folders with family, friends, co-workers and others across all devices, with ease.

Types of Sharing:
  1. Share a Record - easily share a single record with another Keeper user and choose from various permission types to control access (can edit, can share, can edit & share, view only and transfer ownership).
  2. Share a Folder - share multiple records at once by sharing a folder with another Keeper user or users. Set permissions that govern the records and users within the folder.
  3. Share a File - securely share files with other Keeper users via record or folder sharing.
  4. One-Time Share - provides time-limited secure sharing of a record to anyone, even if they don't have a Keeper account.
Share a record.
  1. Select Share button

  1. From the "Add People" tab, click within the email address field and enter the email address of the Keeper user you would like to share the record with.
  2. Click the dropdown arrow to set their permission level (can edit, share, edit & share, view only and transfer ownership) and click Add.
  3. Continue reading to learn more about "User Permissions".


  1. If this is the first time you are sharing with this person, you will first need to establish a "sharing relationship". The user will receive an email prompting them to login to Keeper and either accept or deny the share request. Once you establish a sharing relationship, the user will appear in the email dropdown list.
  1. Business and Enterprise users within the same tenant already have an established sharing relationship and don't require additional verification.

  1. The list of users the record is shared with will now appear in the record's sharing screen. You can make changes to the User Permissions at any time by clicking on the dropdown arrow next to the user's email.




User Permissions

User Permissions are designed to control the permissions a user has over the record that is shared with them.

Permission NamePermission Level

Can Edit

User can edit this record

Can Share

User can share this record

Can Edit & Share

User can edit and share this record

View Only

User can only view the record

Transfer Ownership

User will obtain ownership of the record and control the user permissions


Share a Folder
  1. Shared folders allow you to share multiple records at once and new records can be added to the folder as needed.
Create a Shared Folder
  1. To create a Shared Folder, click Create New > Shared Folder.

  1. Choose where you would like to nest the folder using the dropdown menu and enter a name for the folder. Set the User and Folder Permissions and click Create.


Add Records to a Shared Folder
  1. You can add records to the folder by a simple drag-and-drop or you can click Edit and add the records using the record search bar.




  1. Set the record(s) permissions by clicking on the dropdown arrow next to the record.


Record Permissions
  1. Record Permissions are used to govern folder members' (users) interactions with each individual record in the folder. You can access these permissions from the "Records" tab and click on the dropdown next to the record name.
PermissionDescription

Can Edit

Users in the folder can edit this record

Can Share

Users in the folder can share this record

Can Edit & Share

Users in the folder can edit and share this record

View Only

Users in the folder can only view this record


Share a Folder with Other Users
  1. From the "Users" tab, click within the email address field and enter the email address of the Keeper user you would like to share the folder with.
  2. You may need to establish a "sharing relationship". The user will receive an email prompting them to login to Keeper and either accept or deny the share request. Once you establish a sharing relationship, you can share the record and the user's email will appear in the email dropdown list.
  3. Business and Enterprise users within the same tenant do not need to approve a sharing relationship.


  1. Set the User Permissions by clicking on the dropdown arrow next the user's email.


User Permissions
  1. User Permissions are used to govern each individual user's ability to add or remove records and other users to the folder. You can access User Permissions from the "Users" tab and click the dropdown next to the user's email.
PermissionDescription

Can Manage Users

The user can add or remove other users in the folder

Can Manage Records

The user can add or remove records in the folder

Can Manage Users & Records

The user can add or remove other users and records in the folder

No User Permissions

The user will have no permissions over the other users or records in the folder


Subfolders
  1. To create a Subfolder within a Shared Folder, right-click on a Shared Folder and select New Folder. Enter the name of the Subfolder and add records via drag-and-drop or using the record search bar.


  1. While viewing the records within a Shared Folder, click Edit and check the box next to “Show subfolder records" located in the Records tab to include those records in view or leave it unchecked to collapse them from view.


Shared Folder Settings
  1. Shared Folder Settings are configured in order to easily set folder permissions for all users within the folder. These are selected upon the initial creation of the Shared Folder but you can change them at any time by clicking Edit > Settings. Click the dropdown arrows to set your User and Record Permissions for the folder.
  2. Please note, newly created records inherit these permissions when adding users or records to the shared folder.
  3. In order for the "subfolders" checkbox to appear, you must first click the "Show subfolder records" checkbox located in the Records tab.

  1. If the Default Folder Settings are not set properly, users who add records to the Shared Folder will find that the records are "View Only" by other members of the Shared Folder, even if those users have "Can Manage Records" permission. If you would like all folder members to have edit rights over all records that are added to the folder, set the Default Folder Settings to Can Edit Records.
  2. The Can Manage Records setting only allows users the ability to add or remove records, it does NOT give them record permissions.
  1. Once the default configuration is set, it will only affect users and records added after the change was made. To edit permissions for the users or records added prior to the default configuration, change them individually or through a bulk change.
Deleting & Leaving a Shared Folder
  1. A user with access to a Shared Folder has the option to remove themselves from the Shared Folder. If the user has been granted the Can Manage Users & Records permission, the user also has the ability to delete the Shared Folder.


  1. When a Shared Folder is deleted, the records stored in the Shared Folder will be moved to the "Deleted Items" section of the vault, for the owner of each record.
Share a File
  1. Keeper offers Secure File Storage to protect your confidential files, photos, and videos. Securely upload and share files such as passport photos, medical cards, drivers licenses, tax and loan documents, videos and any other private files.
  2. To share a file you can either create a New Record or Shared Folder or add a file to an existing record or shared folder.
Share a File via Record Sharing
  1. To upload a file to a new or existing record, click Files or Photos or simply drag-and-drop the file directly into the record.




  1. Now you can share the record like you would any other record by clicking the Share button (more on that here).


Share a File via Folder Sharing
  1. To upload a file to a Shared Folder click Edit and select an existing record containing the file from the record search bar and click Add or you can simply drag-and-drop the file directly into the shared folder (which will create a new "File Attachment" record).
  1. Like with any record, you can share a "File Attachment" record via direct record sharing.



Now you can share the folder containing the file like you would any other Shared Folder (more on that here).



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