Share a Vault

Overview

Vaults can be shared seamlessly with other professionals in your workspace. Sharing is limited to members of the same workspace, meaning only users within your organization can access shared items.

By default, all vaults are private. Users must explicitly grant access to a vault before it is available to other users.

Grant Access

After you create your vault, you will see an option to Share in the top right corner. You can share with users that have access to Vault in two different ways:

1. Sharing with individual users.
2. Sharing with anyone in the workspace via a link.

Share with Individuals

1. Enter the email address(es) in the text field.
2. Choose an access level from the dropdown:

   1. Can view: View and copy queries and files.
   2. Can edit: Modify queries and add or remove files.
   3. Full access: Manage the vault and modify sharing access.
3. Click Grant permission.

Share with Anyone in Your Workspace Via Link

1. From the dropdown, select Anyone at [company] with the link.
2. Choose an access level from the dropdown:

   1. Can view: View and copy queries and files.
   2. Can edit: Modify queries and add or remove files.
   3. Full access: Manage the vault and share access with others.
3. Click Copy link and share the link in any form you prefer.

Remove Access

You can revoke access at anytime by navigating back to the vault and clicking on Share in the top right corner. Open the dropdown menu next to the user or link you want to revoke and select Remove.

View Shared Vaults

With shared access, users can view all files and queries within the vault.

Depending on the access level granted by the sharer, they may also have either edit permissions (allowing them to modify files/queries) or full access (enabling changes to the entire vault or sharing settings).

You'll find any vaults shared with you in the Shared section at the top of the Vault page, right next to Private. This view is purpose-built to surface what matters most:

• Unread badge highlights any new shared vaults you haven’t opened yet.
• Retention warning alerts you when a vault is nearing automatic deletion due to retention policies.
• Smart sorting keeps your most recently opened vaults at the top—both in Vault and the sidebar—for faster access.

  • Some order logic remains unchanged: Knowledge Base (KB) vaults always appear first.