Team Management

Teams allow you to organize members and share credentials securely. Create teams for different departments, projects, or access levels.

Understanding Teams

Teams are groups of users who can share access to vaults. Key concepts:

• Team Owner - The creator of the team with full administrative rights
• Team Members - Users who have been added to the team
• Team Vaults - Vaults that have been shared with the team

Creating a Team

To create a new team:

1. Navigate to Teams from the main menu
2. Click Create Team
3. Enter the team name (e.g., "Engineering", "Marketing", "Finance")
4. Add an optional description
5. Click Create

Adding Team Members

After creating a team, you can add members:

1. Open the team from the Teams page
2. Click Add Member
3. Enter the member's email address
4. Select their role within the team
5. Click Send Invitation

The invited user will receive an email invitation. They must accept the invitation to join the team.

Member Roles

Role	Capabilities
Member	View team vaults, access shared credentials
Manager	Member abilities + add/remove members
Admin	Manager abilities + manage team settings
Owner	Full control including delete team

Managing Team Members

Changing Member Roles

1. Open the team settings
2. Find the member in the list
3. Click the role dropdown
4. Select the new role

Removing Members

1. Open the team settings
2. Find the member in the list
3. Click Remove
4. Confirm the removal

Sharing Vaults with Teams

Instead of sharing vaults with individual users, you can share with an entire team:

1. Go to Vaults
2. Open the vault you want to share
3. Click Share
4. Select Share with Team
5. Choose the team from the dropdown
6. Select the permission level
7. Click Share

All current and future members of that team will have access to the vault based on the permission level you set.

Team Limits by Plan

Plan	Max Teams	Max Members per Team
Basic	-	-
Pro	3	5
Enterprise	Unlimited	Unlimited
Educator	3	5

Deleting a Team

Only the team owner can delete a team:

1. Open the team settings
2. Scroll to the bottom
3. Click Delete Team
4. Confirm by typing the team name

Best Practices

• Create teams by department or function - Engineering, Marketing, Finance, etc.
• Use descriptive team names - Make it clear who belongs in each team
• Review membership regularly - Remove members who no longer need access
• Assign appropriate roles - Give only the permissions needed

Related Documentation

• Vault Sharing & Permissions
• Understanding Vaults
• Audit Logging