Collection Management

Collections gather together logins, notes, cards, and identities for secure sharing from an organization. Think of collections as organization-equivalents to folders, with a few key differences:

• Organization users control access to organization-owned items by assigning users or groups to collections.

• Organization-owned items must be included in at least one collection.

Collection management settings can be customized to best fit the needs of your organization. Specifically, there are options located in the Admin Console on the Settings → Organization info view which you can use to:

Owners and admins can manage all collections and items

This option will dictate whether members with the owner or admin role are automatically provided management permissions to all collections, and the items therein, in your organization.

With this option turned off, all collections cannot automatically be accessed or changed by an owner or admin. Owners and admins will only have access to collections to which they have permissions directly assigned.

When this option is turned off, an Add Access badge will be displayed in the Collections view for any collection that does not have a member with Can manage permission assigned to it. Owners and admins will temporarily gain access to these collections until they assign a member Can manage permission to them.

With this option turned on, owners and admins will be able to add, edit, view, or remove vault items from any collection, add or remove members and groups from any collection, edit collection information, and delete a collection outright from the Admin Console.

Limit collection creation to owners and admins

This option will dictate whether organization members with the User role are provided with the ability to create collections.

With this option turned off, users will be freely allowed to create collections for themselves and their team. Members who create a collections will automatically have Can manage permission over that collection. They can therefore assign new members or groups access, including adding other members with Can manage permission.

With this option turned on, your owners and admins will be required to create your organization's collection infrastructure on behalf of your users, but can also assign individual users to manage the items and people in those collections once created.

Limit collection deletion to owners and admins

This option will dictate whether organization members with the User role are provided with the ability to delete collections.

With this option turned off, users may freely delete collections.

With this option turned on, your owners and admins will be required to delete your organization's collections.