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  2. mSecure 6
  3. Features

Sharing Center

mSecure's new Sharing Center allows users to create shared spaces to store records and share with other mSecure users. These spaces, further to be known as Vaults, allow you to facilitate and manage cross-account sharing from your own and others' mSecure databases. Select records and share them under encryption with ease!


Previous versions of mSecure did not allow you to share records unless your mSecure account credentials were shared entirely, providing someone with full access to all records in your account. This is not a practical option when only needing to share a single record or a limited selection of records. With the mSecure 6 update, users can select certain records and securely share them while maintaining separate accounts. This is also beneficial for businesses or families looking to share a selection of logins for the entire group to use.


IMPORTANT: This new feature requires that users exercise caution when sharing data. Users must ensure that they have the correct account information when inviting accounts and accepting invites.  While the data can be limited with the new sharing options, it is always important to be mindful of how you are sharing your data. 


mSeven Software can not recover data that is edited or deleted by another user who has been given permission to do so. Please make sure you are aware of who you share your data with.


Adding Users

IMPORTANT: You need to add Users first before sharing data with others in your Shared Vaults.



The Users tab in the Sharing Center is where you can view your list of users to share with. Here is where you can add users to share information with in Vaults. To add a user:

  1. Open and unlock mSecure on one of your devices
  2. Open the Menu on the left side of your screen
  3. Tap/Click the Sharing Center
  4. Tap/click the Users tab under "Sharing Center"
  5. Tap the blue "+" button on the bottom right of your screen
  6. In the type field, type the email of the user you would like to add
  7. Tap the Green "Invite" button to invite that mSecure user
    • NOTE: This will immediately send an email to that recipient with a Sharing Invite and Share Key. 



Sharing with other mSecure accounts

Once someone is added as a User, they will immediately be sent an email stating they are invited to join your Shared Vault.


The Vault Organizer (User who created the Shared Vault) will be listed along with a Share Key for the added user to enter. Once you have been invited, there are two ways to accept this invitation in this email:

  1. Click the "Accept Invitation" button to be taken to mSecure, and be added to that Shared Vault.
  2. Copy the Alphanumeric code under "Share Key" and open mSecure. Under the Sharing Center tab, you will see an invitation from the Vault Organizer to paste this Share Key into


You only need to enter this Share Key once when you are being added to a vault. Vault Organizers will not have to enter this Share Key in this process.


IMPORTANT: Make sure you know who you are sending your Share Key to, and confirm their email is correct before sending. This can not be undone.



Vaults Tab

What are Vaults in mSecure?

Vaults are individual collections of records used to share portions of your database with other users. They serve as a way to create larger categories of records, but they are not for basic sorting and categorization. For basic sorting and categorization, we recommend using Tags. Vaults allow you to share a specific selection of the data in mSecure with other users or act as a shared space where two mSecure users can add and edit records.


Creating a New Vault and Adding Users

You can view or create new Vaults from the Sharing Center in mSecure. Creating a new vault is a similar process across all of your devices, though here are the steps to create one on each device type:


Desktop

  1. Open and unlock mSecure
  2. Click on "Sharing Center" in the left column
  3. Tap the + button at the bottom right corner of the window
  4. Enter a name for your new Vault in the "Vault Name" field (ex: Work Logins)
    • NOTE: If you have already set up sharing with another mSecure account, you can choose which accounts have access to this new vault and their privileges.
  5. Under your email, tap "add members"
  6. Select the Pre-invited users in the drop-down menu
  7. Tap "Add Members" to add them to the Vault
  8. Select the member's privilege to determine their administrative range in your Shared Vault. 
    • NOTE: To view the descriptions for each type (Admin, Write and Read), visit the section below.
  9. Once selected, tap "Save" next to the green check mark to save your changes


Mobile

  1. Open and unlock mSecure
  2. Tap the menu icon in the top left corner, ☰
  3. Tap "Sharing Center"
  4. Tap the + button at the top right corner of the app
  5. Enter a name for your new Vault
    • NOTE: If you have already set up sharing with another mSecure account, you can choose which accounts have access to this new vault and their privileges at this point.
  6. Under your email, tap "add members"
  7. Select the Pre-invited users in the drop-down menu
  8. Tap "Add Members" to add them to the Vault
  9. Select the member's privilege to determine their administrative range in your Shared Vault. 
    • NOTE: To view the descriptions for each type (Admin, Write and Read), scroll below.
  10. Once selected, tap "Save" next to the green check mark to save your changes


Adding Records to your Vaults

With Vaults, you can add existing records from your personal database or create new records in Shared Vaults. Depending on the administrative privilege of added users, they can do some or all of the same.


Adding Existing Records

  1. Open mSecure on one of your devices
  2. Select the record from your database you want to add to your Vault
    • NOTE: the Desktop versions can batch edit records to move multiple records to a vault at once. Do this by clicking and holding Shift to select multiple.
  3. Tap/click the blue pencil icon in the bottom right of your screen to edit the record
    • On Mobile:
      1. Tap the right-hand button under the name of the record with the vault icon
      2. Select which Vault you would like to add your record to
      3. Click the check mark icon at the bottom of the window
    • On Desktop:
      1. Under the record name, click Vault Name next to "Vault"
      2. Select which Vault you would like to store the record in
      3. Click the check mark icon at the bottom of the window

    

If you would like to verify your selected record is in your Shared Vault, tap the Vault on the Menu on the left side and view its stored records.


Creating a Record in an Existing Vault

You can create a record in a shared vault as well. This is the same process as if you were creating a record in your personal database. 



Vault User Privileges

The privileges are the administrative level that each user will have when accessing records in a Shared Vault. All users within the Vault (except Read) can add records and view the Vault in their Menu. There are three privileges to select from:


Owner

The "Owner" is the title you will be automatically given for any vault that you created. If a user is an "Owner", they own all records created or added to that vault. They can also change the privileges of shared users, add additional users, or remove users from Shared Vaults. This option will not appear when assigning to a user, it is only granted if you create the Vault.


Admin

As an "Admin", you can edit the privilege of invited users, but do not own the records. You cannot edit the privilege of the "Owner". This privilege has all the same abilities as "Write", though "Admins" can edit the privileges for other users privileges except the owner of the vault.


Write

When you are set to "Write", you are able to modify records within the Vault. This should only be granted to trusted users such as a team member or spouse. Users with the "Write" privilege can create new records in the vault. 


    NOTE: If a user adds a record to a vault owned by another account, that record ultimately now belongs to the owner     of the vault. 


Read

Users with "Read" access can only view records shared with them in the vault they are invited to access. 


Changing Vault User Privileges

You can change the privileges of other users with access to your Vaults in the Vaults tab of the Sharing Center. To do this:

  1. Open mSecure
  2. In your menu on the left-hand side, click/tap "Sharing Center"
  3. Select which Vault you would like to edit
  4. Click/tap "Edit"
  5. Next to the User you would like to change the privilege of, click/tap the drop-down menu and select a new privilege
  6. Click/tap the green check mark icon to save your changes
    • NOTE: This will take effect immediately for the user.


What if I'm Experiencing an Issue With the Sharing Center?

If you experience an issue with the use or functionality of the Sharing Center/Vaults or have questions in general, please contact our support team and 'Submit a Ticket' on support.msecure.com or email us at [email protected].


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