Getting Started with Zoho Vault

Settings for Initiating Sharing


Sharing secrets requires 'handshake' between the administrator and individual users. All you need to do is to click the 'Initiate Sharing' button available in "Settings" >> "Share Secrets" page. Everything else is automatically taken care of. (Since this happens to be a mandatory configuration, Zoho Vault prompts you to do this when you start using the product).

  • All users, including the organization administrator (super admin) need to initiate the sharing process by clicking the 'Initiate Sharing' button
  • Once the sharing process is initiated by the user, super-admin or any other administrator will finalize the 'handshake' process by approving the sharing requests from users
  • The approval is required for all users (including administrators) except the organization administrator (super admin), who is first setting up the vault

Until both the processes (initiate sharing and getting approval) are completed, users cannot share secrets with others and vice-versa.

How to approve sharing requests from users?

If you are an administrator, you can approve sharing requests from other users or new administrators. In the Zoho Vault GUI, navigate to Admin >> User Management >> Users >> Sharing Status and click the "Approve" link in the GUI.

Approve Sharing Secrets

How to share secrets?

  • In Zoho Vault GUI, navigate to Secrets >> All Secrets section
  • Click the secret that you want to share
  • Click the "Sharing" icon. It will prompt you to choose either 'Share with Users' or 'Share with User Groups'
  • In the GUI that opens up, you can selectively grant 'One-click Login Only or 'view only' or 'modify' or 'manage' privilege to the required user(s) / user group(s)

Secure sharing secrets

  1. One-click login only - to share secrets without showing them in plain-text. Users will be permitted to do only auto logon
  2. View only - to share the secrets with permission to view them in plain-text
  3. Modify - permission to view and modify the secret
  4. Manage - permission to view and modify the secret, modify other parameters and share the secrets to others

Note:
The sharing GUI lists only the users who have joined Zoho Vault. If you do not find any of the users in the list above, it means that the user is yet to accept your invitation and sign in to Zoho Vault. Also, sharing secrets requires 'handshake' between the administrator and individual users. This one-time setting is mandatory for users of all user roles. Until users initiate sharing and get admin approval, they will not be able to view the shared secrets.

How to share chambers?

  • In Zoho Vault GUI, navigate to Secrets >> Chambers section
  • Click the chamber you want to share
  • Click the "Sharing" icon. It will prompt you to choose either 'Share with Users' or 'Share with User Groups'
  • You will be allowed to share with user groups only if user groups exist already. Otherwise, create user groups first. Only the super-admin of Zoho Vault is empowered to create user groups
  • In the GUI that opens up, you can selectively grant 'One-click Login Only or 'view only' or 'modify' or 'manage' privilege to the required user(s) / user group(s)

Secret group sharing

  1. One-click login only - to share secrets without showing them in plain-text. Users will be permitted to do only auto logon.
  2. View only - to share the secrets with permission to view them in plain-text
  3. Modify - permission to view and modify the secret
  4. Manage - permission to view and modify the secret, modify other parameters and share the secrets to others

Note:
The sharing GUI lists only the users who have joined Zoho Vault. If you do not find any of the users in the list above, it means that the user is yet to accept your invitation and sign in to Zoho Vault. Also, sharing secrets requires 'handshake' between the administrator and individual users. This one-time setting is mandatory for users of all user roles. Until users initiate sharing and get admin approval, they will not be able to view the shared secrets.

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