Keeper Family Plan - Record Sharing
Keeper Family Plan - Record Sharing
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.
Do you need to share confidential documents with a family member? Or maybe you want to share your Wi-Fi password with a friend. Sharing is one the most common use cases of password managers. Keeper offers various easy-to-use sharing solutions with a range of accessibility permissions to fit all of your sharing needs.
- 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).
- 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.
- Share a File - securely share files with other Keeper users via record or folder sharing.
- One-Time Share - provides time-limited secure sharing of a record to anyone, even if they don't have a Keeper account.
Click the Share button.
Share a Record
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.
Click the dropdown arrow to set their permission level (can edit, share, edit & share, view only and transfer ownership) and click
Add. Continue reading to learn more about "User Permissions".
User Search Bar
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.
Business and Enterprise users within the same tenant already have an established sharing relationship and don't require additional verification.
Send Invite Prompt
Keeper Sharing Request Email
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 Dropdown
User Permissions Menu
User Permissions are designed to control the permissions a user has over the record that is shared with them.
Shared folders allow you to share multiple records at once and new records can be added to the folder as needed.
To create a Shared Folder, click Create New > Shared Folder.
Create New > Shared Folder
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.
New Shared Folder Creation
"User and Record Permissions" will be covered in the subsequent sections of this guide.
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.
Add Records to a Folder via Drag-and-Drop
Records Search Bar
Set the record(s) permissions by clicking on the dropdown arrow next to the record.
Permissions Menu
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.
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.
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.
Business and Enterprise users within the same tenant do not need to approve a sharing relationship.
Add Users to a Folder via the Users Search Bar
Set the User Permissions by clicking on the dropdown arrow next the user's email.
User Permissions Menu
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.
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.
Right-Click to Create a Subfolder
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.
Show Subfolder Records
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.
Please note, newly created records inherit these permissions when adding users or records to the shared folder.
In order for the "subfolders" checkbox to appear, you must first click the "Show subfolder records" checkbox located in the Records tab.
Shared Folder Settings
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.
The Can Manage Records setting only allows users the ability to add or remove records, it does NOT give them record permissions.
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.
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.
Leave Shared Folder vs. Delete Shared Folder
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.
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.
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.
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.
Secure File Upload via Files or Photos Button
Secure File Upload via Drag-and-Drop
Now you can share the record like you would any other record by clicking the Share button (more on that here).
Share a Record
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).
Like with any record, you can share a "File Attachment" record via direct record sharing.
Secure File Upload via the Record Search Bar
Secure File Upload via Drag-and-Drop
Now you can share the folder containing the file like you would any other Shared Folder (more on that here).
If you are an Enterprise user, file sharing may be restricted by your Keeper Administrator.
Keeper "One-Time Share" provides time-limited secure sharing of a record to anyone who doesn't have a Keeper account. One-Time Share is the most secure way to send confidential information without exposing information over email, text message or messaging.
Keeper One-Time Share
Record sharing utilizes Elliptic Curve (EC) encryption. To learn more about Keeper's sharing encryption model, click here.
- Keeper is a zero-knowledge security provider. Zero-knowledge is a system architecture that guarantees the highest levels of security and privacy. Encryption and decryption of data always occurs locally on the user's device.
- Just like our password encryption technology, Keeper protects your confidential files with 256-bit AES encryption using record-level keys.
- The encryption model implemented for one-time sharing uses the same technology as Keeper Secrets Manager, a zero-knowledge and zero-trust platform for protecting cloud infrastructure.
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