Team vaults

1. Invite your team members. You have several options to do it. The team will be created automatically after that

   1. Click the chevron on the Vault tab and click Team

      
   2. Click the vault selector on the entity edit form and click Team

      
   3. Click Plus button on Hosts screen near your avatar and click Invite team members

      
2. Enter your team members' emails and click Continue

   
3. Wait for your members to accept their invitations and join the team

4. Grant them access to Team vault

   
5. Your Team vault is ready. Follow the next steps to define the vault structure and add more vaults

If you already have data in your Personal vault, you can move it to your Team vault during Team vault setup or at any time afterward. See Add data to vaults.

The team structure is flat, with a small number of members and a high level of trust.

• Vaults: A single Team vault shared with all members.

• Groups: Prod, Staging, and Development.

The team structure is client-based, where small teams or individuals work with several clients.

• Vaults: Each client has a separate vault. Team members are added and removed from vaults depending on the projects and clients they work with.

• Groups are used to separate environments within the client's vault.

The team structure is functional-based, with dedicated DevOps, Developers, and QA teams.

• Vaults: Vaults separate Production, Development, and Staging environments. DevOps has access to all three. Developers can access Staging and Dev, while QA can only access Staging.

• Groups: Within each vault, there are groups for different resource types, such as Database Servers (DB), Web Servers, and Cache.

The team structure is functional and location-based, with infrastructure distributed across multiple regions. Access is organized by region or data center.

• Vaults: Organized by region and team. For example, US-East-DevOps, US-East-Support, US-West-DevOps, EU-Central-DevOps.

• Each team structures groups to match their operational context. A data center team, for example, might organize by physical location: building, floor, room, and rack.

1. To create a new vault, you have several options:

   1. Open Settings > Vaults > Add vault

      
   2. Click the chevron on the Vault tab and click Add vaults

      
   3. Click the Vault selector on the entity edit form and click Add vault

      
2. Name it according to your vault structure

   
3. Add members to this vault and set their roles

   
4. Click Save changes

1. To add data to a vault, you have several options:

   1. Open entity details and click the vault selector to choose the vault to move it to

      
   2. Right-click on an entity you want to move or copy, then select Move to or Copy to and select the destination vault

      
2. Choose where you want to store credentials for hosts and groups

   

• Personal vault — the host or group will be added to a vault without credentials. Each member will need to use their own set of credentials saved in their Personal vault.

• Selected vault — the host will be added to a vault with credentials. Each member will connect using the same shared credentials. Once the entity is saved to this vault, it is instantly accessible by all team members with access.

1. Once an entity is moved or copied, it is immediately available to all members of the selected vault.

If the selected entities have linked entities, choose how to handle them:

• Copy — all linked entities are copied to the selected vault and also remain in the original vault.

• Move — all linked entities are moved to the selected vault, removed from the original vault, and unlinked from all other entities in the original vault.

1. Open Settings > Vaults , or click the chevron on the Vault tab and click Manage vaults

   
2. Select a vault you want to edit. Personal and Team vaults have default names that can't be changed

   
3. Click on the vault name and change it

4. Click Save changes

1. Open Settings > Vaults , or click the chevron on the Vault tab and click Manage vaults

   
2. Select a vault you want to edit

   
3. Add team members to this vault from your team and set their roles

   
4. Click Save changes

1. Open Settings > Vaults , or click the chevron on the Vault tab and click Manage vaults

   
2. Select a vault you want to edit

   
3. Click the permission picker for the member you want to edit:

   1. Can edit allows the member to edit entities in the vault

   2. Can view allows the member to connect and run snippets, but not edit them

   3. Remove access allows removing a member from the vault

   
4. Click Save changes

1. Open Settings > Vaults , or click the chevron on the Vault tab and click Manage vaults

   
2. Select a vault you want to edit

   
3. Click the permission picker for the member you want to remove

   
4. Click Remove access, then Save changes